Our Services are designed to relieve the financial stress you experience when thinking of accounting, taxes and personal finances.


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Accounting Services

Timely Financial Information to Make Informed Decisions

  • Bookkeeping
  • Payroll Services
  • Accounting
  • Financial Statements
  • Financial Projections & Budgeting
  • Financial Analysis & Dashboards
  • Management Advisory Services
  • System Selection Services (Accounting, POS, CRM, Credit Card Processing)

Personal Finance Training

Increase Your Financial IQ – Knowledge is Power

  • Learn Basic & Advanced Financial Topics
  • Banking (Checking, Savings, Money Market, CDs)
  • Credit & Debt (Good & Bad Debt)
  • Budgeting
  • Retirement Planning (Retirement Plans, Social Security)
  • Investing (Compounding, Stocks, Bonds, EFTs)
  • Insurance (Health, Life, Auto, Liability, Homeowner/Renters)

Tax Services

Beyond Tax Prep.  Save Money with Tax Planning to Reduce Taxes

  • Business, Individual & Estate Taxes
  • Tax Preperation
  • Tax Planning
  • Business Entity Selection (Corp, S Corp, LLC, Partnership, Sole Proprietor)
  • Catch Up on Back Taxes
  • IRS, State & Local Representation by a CPA
  • Educate on Tax Obligations (Income Tax, Sales Tax, Personal Property Tax, etc)


Stuck Stinks – Let Us Guide You Out Of Your Sticky Situation

  • Business, Life and Financial Coaching
  • Mentoring / Thinking Partner
  • Individual / Group Coaching

Pricing Model

Flat Monthly Rate

We determine the services and level of effort required over the course of the year and create a flat monthly amount.  Together, annually, we evaluate the service needs and adjust the rate appropriately.  Monthly billing is done on the 1st of each month.

Clients love flat rate because they know exactly how much our services will be for the year and can budget it, rather than getting surprise bills.  Clients are encouraged to call with questions during the year without the fear the meter is running.

We love flat rate because it smooths out our cash flow throughout the year.


Flat Monthly Rate is a Win / Win!

Billable By The Hour

Services performed are billed at appropriate rates for the services provided.  Billing dates are the 15th and end of month for progress to date.

This billing method is ideal for clients with limited services throughout the year such as individual tax preparation services or tax advise on a transaction.

Either Pricing Model…..

We encourage you to call us anytime of the year for planning services before a major financial event such as purchase or sale of a home, rental property or business.  Calling us before the event takes place allows for planning, strategy and saving money.  Generally, after the event has taken place it’s damage control.