When you own a small business or run a non-profit and you unexpectedly lose your accountant, you need help and you need it fast. We have many times filled in for a client's bookkeeper in between the time that a staff leaves and a new one is located. We can prepare payroll, pay bills, make deposits etc until you find a long-term solution and sometimes we are the long-term solution!
We can even help you locate a new bookkeeper or CFO.
Running a business and managing employees isn't easy.
"You don't build a business - YOU BUILD PEOPLE - and then people build the business."
Who We Serve
We serve established business owners who value a mutually respectful, high-trust relationship and monthly guidance from their accountant to advance them to the next financial level
If we ever can't handle something we'll tap our alliance of 300+ CPAs and won't stop until we find the right answer for the challenge