WHO WE HELP & HOW

Take Control Of Your Business

We work with small businesses on a monthly basis so that you, as a small business owner, can focus on the day-to-day operations of your business. This allows us to simplify your financials, so that you can make informed decisions, and takes a very complicated and time consuming part of your business off of your plate. Our goal is to help small business owners meet their goals.
By working with small businesses on a monthly basis, you are able to maximize the services we provide, which will maximize your business efficiency, which will maximize your profitability and your peace of mind. This allows you to focus on what matters most to you and worry less about the accounting.

Our Ideal Clients

We love helping small businesses, after all, we’re a small business too! However, it’s important to know that our services aren’t for everyone. We look to team up with businesses with annual revenues above $250k. Depending on circumstances, we may work with smaller businesses, but we have found that the cost doesn’t make sense for a start-up or a business in the early stages to use a monthly accountant.

We work with business owners that want to reach their peak, that know they need an accountant to get to that next level, that have a healthy fear of the IRS, and that will trust us to do a great job.

We’re here as a support to you. We want to talk with you, guide you, plan with you, help you build your business and ultimately, help you realize your dreams. If you’re just looking for a bookkeeper or a tax preparer, then we won’t be a good fit.

Remember, you started a small business to do something amazing, and may have found that it’s a lot harder than you thought! We want to create more time for you, do the boring accounting things that you find painful, and help you keep more money in your pocket. In turn, this will allow you to spend more time with your family, grow your business to the point that you want it, provide an awesome environment for your employees, or just take a load off of your shoulders. Allow us to help you do that!

If you’re ready to see these things happen, then schedule an appointment. Just a few minutes will let us know if we’re a good fit for you.

We Love a Satisfied Customer

"Very professional company! Excellent services consistently!"
Brian & Victoria Thomas