About
Our firm has a different approach and philosophy than what most people are accustomed to when working with a CPA firm or financial advisor.
We have resources that go beyond the traditional accounting and tax services. Our goal and passion is to work with entrepreneurs to make a significant difference in your bottom line, ease of operations, which often increases the value of our customers business.
Addtionally we have been in business for over 30 years and provide our clients with personal attention they expect and deserve.
Highlights
Reviews
Dave C.
Marla
Frequently asked questions
What is your typical process for working with a new customer?
We want to get to know our clients up front and spend the time to get to know you and your desires and goals. This is usually occcumplished via a one on one meeting at no obligation.
What education and/or training do you have that relates to your work?
BS in Accounting, and finance Babson College Boston MA
Certified Public Accountant in the states of GA and FL
Certified Financial Planner
Do you have a standard pricing system for your services? If so, please share the details here.
For most of our work we perfer to work on an quoted price and if possible make can turn this into a monthly retainner where it is automatically billed to your account.
How did you get started in this business?
As a goverment auditor I saw a need in the business commnity and established my own practice through the contact I had made while employed. Since then I have grown my business to include not only the the traditional service associated with tax and accounting but strive to make a difference the the results and growth you achieve.