Who We Work With

Businesses and Business Owners

We primarily service established business owners. Our clients are in a wide variety of industries and are spread across the United States. Take a look at some of the industries we specialize in here.

Non-Profits

We also work with non-profit organizations, including charities, religious organizations, and others. Learn more about our non-profit services here.

Startups

Not in business yet? Not a problem. We can help you file the necessary paperwork to get your venture legal and start off on the right financial footing.

We may not be a good fit if you are uncomfortable with technology.

We’re a very tech-forward firm and are always looking for new ways to approach old problems. For example, we utilize a client portal for secure communication rather than communicating via email. If you or the person we’ll be working most closely with is not comfortable working with digital tools, we may not be the best fit for your accounting and advisory needs.

We may not be a good fit if you are unsure about the value financial expertise can bring to your organization.

We are not a team of number-crunchers. When working with our firm, you have a dedicated bookkeeper, a dedicated accountant, and a dedicated manager, all working together to ensure the accuracy of your books and reporting, as well as help you make informed business decisions, optimize cash flow, and plan for sustainable growth. If you see accounting as a simple task to check off at the end of the month, we may not be aligned in how we approach financial management.

We are not a good fit for jerks.

We know finances can be stressful, and everyone has bad days. Our team is expected to be friendly, professional, and supportive; we expect the same courtesy from our clients.

Our services start at $750 per month, however each company receives a custom proposal and quote depending on your unique needs, your number of accounts and volume of transactions, and more.

How do we ensure value for the price of our services?

We prioritize comprehensive financial management, not just basic accounting. Our services include strategic planning, expert advice, and a commitment to clear communication and responsiveness. We focus on doing what’s best for your business, providing expert support that aligns with your goals and drives meaningful results.