We are a small accounting firm that loves to partner with individuals and small businesses to setup tools that help them for a lifetime.
We love getting to setup someone on the path to sucusess and every year we love having them come back and tell us about the amazing things they have been doing.
They were able to meet with me quickly and get the return done and answer all of my questions. It was pretty great!
Phone call or face to face meeting for initial consultation and then defining a timeline for the engagement.
BSBA concentrations in Management and Economics.
Accounting Partner with FreshBooks, Xero, Zoho, and Sage.
We do not have a standard pricing system. We base price on client needs and requirements of work to be completed.
We started as a group at a small accounting firm in Dayton, Ohio and have expanded to the Columbus, Sarasota, Richmond, and Boston areas.
Mainly individuals and small businesses in a variety of tax and accounting situations.
We had a client who owns a small boutique and art gallery. Recently she was in a difficult financial and tax position and we worked over the last 4 years to get her in to a far better position. Now we have her on the track for longtime success. Recently her business was featured in People Magazine and The New York Post.
Take your time. Talk to somone who you can partner with for a long term partnership. The lowest prices doesn't mean the best results.
What is your process.
Who do you mainly work with.
How can you help me.