AbouT

Our goal is to become a trusted adviser to our Small Business and Not-for-Profit clients.

We work with small, service sector businesses to improve profitability. Our ideal engagement bundles tax, accounting and consulting services at a fixed fee. Ongoing, bundled services require us to stay in touch with our clients throughout the year, allowing us to better understand their needs in real time.

We are a member of the Not-for-Profit Section  of the American Institute of Certified Public Accountants. By being a member, we have access to resources related to financial reporting, tax compliance and governance that allow us to more fully service our not-for-profit clients.