7 employees
9 years in business

About this pro

We help our clients meet all of their financial, personal and business goals. We help them deliver on their dreams, whatever that may be. 

Certified Public Acountant

Certified Internal Auditor

Certified Management Accountant

Certified Fraud Examiner

Certified Government Financial Manager





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Woodbridge, VA 22191
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What is your typical process for working with a new customer?

We to start with a 30 minute conversation. We offer this complimentary session to each and every one of our prospective clients in order to ensure a good fit. This initial strategy session will help us get clear on what it is exactly that the client would like help with and how we're going to get there. If either one of us finds we are not the right expert for THE client, we will do my utmost to find a trusted colleague who may be. If we decide to move forward together, we will begin by sending some "pre-work" activities to get the ball rolling. Ultimately all decisions on pace and depth of work is up to the client – as  everything we do is to ensure we can ably help the client meet his or her financial, personal and business goals.

What education and/or training do you have that relates to your work?
  • Certified Public Accountants (CPA), USA
  • Certified Public Accountants (CPA), Canada
  • Chartered Accountants (CA, ACCA)
  • Certified Internal Auditors (CIA)
  • Certified Information System Auditors (CIA)
  • Certified Information Technology Professionals (CITP)
  • Certified Government Auditing Professionals (CGAP)
  • Certified Management Accountants (CMA)
  • Certified Financial Managers (CFM)
  • Certified Government Financial Managers (CGFM)
  • Certified Fraud Examiners (CFE)
  • Certified in Financial Forensics (CFF)
  • Certified Anti-Money Laundering Specialists (CAMS)
  • Certified Project Managers (PMP)
  • Senior Professionals in Human Resources (SPHR)

Services offered