Are we a fit?

I find that I’m most useful advising and collaborating with small to medium-sized companies that have one to four owners. With businesses of this size, I have a direct connection to the decision makers who understand that I treat their business as if it were my own. I...

My big why

I built my career in the accounting field because it appealed to me.  I actually do like to put numbers in little boxes? and solve problems, as geeky as it sounds.  The orderliness of accounting sits well with me, too.  In accounting, there is always an answer and I...

Why me?

I understand the daily, internal activities of a business.  After 20+ years working in the accounting and tax fields, I’ve had the opportunity to collaborate with many businesses your size. While I’ve spent time in a public accounting practice, working with several...

I’m not your average CPA

Your experience with your prior accountant was likely similar to many others.  Usually CPAs who are tax accountants are so focused on preparing tax returns that they spend little time working with clients during the year. But when you and I work together, we’ll have...