Build a solid financial foundation for your small business

Collaborative, cloud-based accounting and advisory services for business owners who want hands-on involvement, reliable numbers, and ongoing CPA guidance.

We invite you to visit our New Clients page to begin the discovery process. Please review the client profile and, if aligned, schedule a complimentary 30-minute consultation.

Our Approach

Do-It-With-Me (DIWM)

We support business owners who prefer a hands-on, DIY approach but still want expert guidance. We work alongside you as a partner—helping you understand, apply, and maintain your accounting with confidence.

AI-Driven

We embrace AI-powered tools and automation to improve efficiency, accuracy, and insight. By leveraging modern accounting technology, we help clients reduce manual work and focus on higher-value decision-making.

Empowering

We believe business owners should understand their numbers—not feel intimidated by them. Our approach is rooted in education, clarity, and transparency so clients feel confident making financial decisions.

Open & Fixed Pricing

Our pricing is transparent and clearly communicated on our website. Even when services start at a baseline, clients know what to expect upfront—without hidden fees or surprises.

Click HERE to learn more about our approach.

Our Offers

Subscriptions

You want to stay involved in your books—but with a financial advisor at your side to guide and help you avoid missteps. That’s what our subscriptions deliver. Click HERE for more information.

Services

QuickBooks can either simplify your business or stress you out. We set it up and keep it clean so you save time, money, and headaches. Click HERE for more information.

Mentorship

Struggling with QuickBooks or complex workflows? We mentor bookkeepers and financial professionals so you gain skills, clarity, and confidence. Click HERE for more information.

FEATURED SERVICE:

Diagnostic Review

$300

Before we recommend cleanup, setup, or ongoing services, we start with a Diagnostic Review.

This is a focused, high-level assessment of your books designed to help you understand where things stand, what’s working, what’s not, and what needs attention next. The goal is understanding and direction—not judgment, pressure, or guesswork.

Your Diagnostic includes a structured review of your existing records, identification of key issues and risks, and practical recommendations tailored to your business model and industry. When relevant, we also highlight tools and features that can improve accuracy, reporting, and decision-making going forward.

Turnaround time is typically 5–7 business days. Click HERE to get started by scheduling your complimentary 30-Minute consultation.

🗣️ Founder's Story

My commitment to empowering business owners and entrepreneurs began in an unexpected place—a small auto repair shop where I worked part-time during undergrad. One afternoon, I overheard the owner speaking with his CPA. Although I could only hear his end of the conversation, it was clear he didn’t fully understand the financial information being discussed. The confusion on his face said everything. That moment stayed with me. I remember thinking how many business owners operate with passion and skill, yet lack the financial insight they need to make informed decisions. It planted the seed for me to one day help business owners master the fundamentals rather than be sidelined by them.

Fast forward to today:

I’m a licensed Certified Public Accountant (CPA) with more than two decades of experience. My career includes working in higher education and Corporate America across diverse roles, teaching adult learners as a business management instructor and reviewing the Certified Bookkeeper (CB) self-study material with them, working in the fintech space, and currently building a modern CPA firm. Over the years, I’ve worked with hundreds of small business owners and entrepreneurs, helping them clean up their books and master the fundamentals.

Click HERE to finish reading the story.

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