Our Story

Why Choose Us?

Important Considerations

Our Mission

Our Vision

We focus only on small businesses in the immediate area, we support our clients and make them our #1 priority.  We want to be your business partner by providing the best support when and only where you need it.

Choosing an accountant is important and they are not all the same 

 - Always ask them questions  before deciding (interview them!)

Accountants can help improve your business

- Save you money and help you grow.

Size of the accounting firm matters

- Do you want to be a small fish in a big pond or a large fish in a small pond?


I started my company after spending over 20 years in the industry working as a CPA for several small and large companies, all of them very successful.  It was a natural transition to look for ways to bridge the experience and knowledge I gained while working in these companies with my desire to make a difference and to help others succeed. 

I admire the entrepreneurs and small business owners that I have met - for their drive and determination, their resilience and endless excitement about their cause.  To find a way to contribute to their success was an inevitable step in my own career.


Our goal is to provide quality and affordable business and financial assistance to small businesses.  We focus only on small businesses in the immediate area which allows us to give you priority and our undivided attention.

As advocates for the small business owner, our vision is to share our business and financial expertise and resources and, by doing so, contribute to the success of the small business community.

"Before you are a leader, success is all about growing yourself. When you become a leader, success is all about growing others."
-Jack Welch

About Us