Empowering our clients to achieve financial success and a better quality of life

Get in Touch

What we do

Let us take the stress out of running your business

Bookkeeping

Bookkeeping is the least enjoyable part of running your business. Let us take it off your hands.

Learn more about bookkeeping.

Tax

Tax time doesn’t have to be stressful. Let our experts help.

Learn more about tax.

Advice

Finances can be confusing and stressful. We build an authentic, personal relationship that enables us to go beyond just the transactions.

Learn more about advice.

Assurance

Get the highest level of assurance on your financial statements and internal controls over financial reporting.

Learn more about advice.

WHO WE SERVE

Life's better when people understand your needs

Dentists

Numb to the thought of accounting work? Let us handle it for you.

Optometry

Magnifying the financial success of your practice.

Professional Service Providers

Get back to what matters most—your professional services enterprise—and let us handle the accounting.

Entrepreneurs

Don’t know where to start to start up your new business? That’s our specialty.

ebook

Everything you need to know about 1099s

Download the eBook about Everything you need to know about 1099s

Advantage

Your personal
finance edge

From the firm: Embracing year-end opportunities

Read more about From the firm: Embracing year-end opportunities> ➞

Year-end financial checklist: 20 must-do's you can’t afford to forget

Read more about Year-end financial checklist: 20 must-do's you can’t afford to forget> ➞

A guide for the unpredictable job market

Read more about A guide for the unpredictable job market> ➞
More articles from this issue

QuickReads

Let's talk business

Get ready for tax season: An end-of-year checklist for smooth W-2 and 1099 processing in January

Smart business owners know that preparing for tax season shouldn’t wait until January. Check out our end-of-year checklist to get organized!

Read more about Get ready for tax season: An end-of-year checklist for smooth W-2 and 1099 processing in January ➞

Maximizing your charitable donations before year-end: A tax-savvy guide

Contributing to causes you care about not only supports your community and passions but can also offer significant tax benefits. Here’s what you need...

Read more about Maximizing your charitable donations before year-end: A tax-savvy guide ➞
Two business women looking at a piece of paper and smiling.

What you need to know about capitalization and depreciation of business assets

To contribute to the overall financial health of your business, you need to understand asset management and the concepts of capitalizing and depreciat...

Read more about What you need to know about capitalization and depreciation of business assets ➞

WHO WE WORK WITH