Accounting, Analysis and Advice
Bundled together in simple but useful packages.
Accounting isn't what it used to be. Technology has made its impact known, expanding opportunities to enhance value and quality for clients. Yet many accountants and bookkeepers are still peddling services in the same way they were years ago. We embrace technology to provide better, faster and more accurate information in a secure and consistent manner. We also realize machines aren't humans, that's where we come in. As small business experts, we help clients navigate the complexities to better position our clients to maximize wealth and minimize taxes along the way.
Not your Dad's Tax Guy
We are a CPA firm serving small business clients monthly to meet their accounting, tax, and compliance needs. Though we do prepare our client’s business and personal tax returns, it is done in conjunction with and through the lens of a holistic long term relationship that is built upon a foundation of monthly accounting services.
EXPECTATIONS
We love helping clients save money on taxes if possible but we cannot guarantee it. You can expect honesty and transparency as we advise and recommend ways to mitigate taxes in a risk conscious way.
RELATIONSHIPS
Our relationships can vary based on factors and variables but generally include: monthly bookkeeping, year end tax return preparation for both business and personal returns as applicable, along with tax planning and a reasonable amount of ad hoc advisory services as needed. Relationships start at around $200/month
Testimonials
“Answered every question I threw at him with aplomb. Very knowledgeable! I will definitely be working with him on my business.”
“Did an excellent job of straightening out my business accounting and taxes. He is personable, professional, and ultra efficient. Accounting services are helping me to position my business to grow.”