About
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.
Photos and videos
Reviews
Michael T.
Joel W.
Frequently asked questions
What is your typical process for working with a new customer?
Phone call or face to face meeting for initial consultation and then defining a timeline for the engagement.
What education and/or training do you have that relates to your work?
BSBA concentrations in Management and Economics.
Quickbooks ProAdvisor
Accounting Partner with FreshBooks, Xero, Zoho, and Sage.
Do you have a standard pricing system for your services? If so, please share the details here.
We do not have a standard pricing system. We base price on client needs and requirements of work to be completed.
How did you get started in this business?
We started as a group at a small accounting firm in Dayton, Ohio and have expanded to the Columbus, Sarasota, Richmond, and Boston areas.
What types of customers have you worked with?
Mainly individuals and small businesses in a variety of tax and accounting situations.
Describe a recent event you are fond of.
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.
What advice would you give a customer looking to hire a pro in your area of expertise?
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 questions should customers think through before talking to pros about their needs?
What is your process.
Who do you mainly work with.
How can you help me.