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Accounting has never been easier—because we'll do it for you.

 

Accounting Services

Most accountants check in twice a year – once to collect your tax documents and once to collect payment. That's not enough. We're not interested in making you feel like a paycheck – we want to be invested in your success. If you don't feel empowered to make better decisions for your business, then we aren't doing our job. A great accountant doesn't just save you money; they help you grow.

Tax Services

Our president, Hugh, is an expert CPA with a squeaky clean record and a reputation for major tax savings. In the past year alone, he's saved our clients tens of thousands of dollars in taxes, helping them reinvest those profits to double and triple their growth. From tax returns to tax planning, he'll help you save money and boost profits. To Hugh, your business isn't a problem to solve, but an opportunity in which to invest.

Income Tax Preparation

We earn our bread and butter by helping you keep more of your cheddar. As CPA, Hugh handles every tax return from start to finish with his signature deep-dive approach. He once saved a single client over $2 million dollars in missed deductions and credits. His rule of thumb? He's not satisfied until he's discovered every possible angle for maximum savings.

Tax Planning

If you're not engaging in tax planning, you're writing Uncle Sam a bonus check for at least $5,000 every year (and probably more). Don't do that – he already has enough for those silly striped suits.

With 35 years of experience, our Hugh, is one of the most knowledgeable CPAs and tax consultants in the biz. Over the years, he’s saved his clients millions of dollars in taxes and helped them solve tough financial issues to speed up growth and increase profits. Last year, he figured out how to reduce one of our clients' taxes by $80,000 a year, permanently.

What really sets him apart is how much he cares about you, your business, and your success. He takes a proactive view of tax planning, including reviews 2-4 times per year and a tax planning outlook extending at least five years into the future. Tax planning doesn't take place when your return is filed; it takes place years in advance. He has the experience and expertise to create a tax plan that combines your individual and your business's taxes to minimize taxes and maximize cash flow.

Management Accounting Services

Management accounting is essential for good business; it's your financial road map and progress report. It's also complicated, time-consuming, and deathly dull (if you don't like numbers). But we can transform routine accounting from your biggest, most boring time suck into a money-maker. And the best part? You’ll never have to reconcile an account or match receipts again. Goodbye accounting, hello business growth.

Whether you need us to review and close your books every month or manage your accounting from start-to-finish, we'll strengthen your finances and provide the information you need to run your business better. Customize your management accounting package with any of the services below.

Accounts Payable

Accounts Receivable

Expense Management

Monthly Reconciliations

Budgeting

Payroll

Sales Tax Reporting

Financial Reporting

Month-end close

QuickBooks System Review & Optimization

QuickBooks Integrations

Month-end Financial Review

Consulting Services

Quickbooks Consulting

As a kid, you always knew that Sally's lemonade stand across the street was more successful, but couldn't figure out why. Same lemons, water, and sugar, but she was slinging cups across the counter faster than you could count change and serve your next customer.

What was true in third grade is still true now. Sometimes, it's not what you do, it's how you do it. 

That's why we offer QuickBooks consulting. It might be a simple system, but that doesn't mean it's easy. We know the system like the back of our hand and can help you optimize your account so you can make more money and spend less time doing it.

Need help with a Shopify integration? We've got you covered. How about setting up your Chart of Accounts? And don't forget about inventory, Cost of Sales, and revenue projections. 

As an entrepreneur, you've got enough to do. Let us help you improve QuickBooks and teach you how to use it for your specific business needs. A better system means more time for the things you love (like customers and product development) and less time spent banging your head against the proverbial QuickBooks wall.

Financial Consulting

After years of living that startup life, your business is making money – now what can you do with it to really rev up growth (and multiply that nest egg)?

Whether you have questions about retirement, new investments in equipment or office space, or how to secure a financial position to prepare for global market domination, we've got the insider knowledge to set you on the right path.

 
 

Which service are you looking for?

Pick your pony and let's book a meeting.