Who We Serve
We are a generalist firm. We serve businesses of all types — the common thread is size, not industry. If you have under 50 employees and need serious accounting, we're built for you.
Client Types
We don't specialize in one industry. We specialize in small business — the accounting, tax, and financial needs that every growing company has in common.
LLCs, S-Corps, C-Corps, and partnerships with 1 to 50 employees. Our core client — businesses that need full-service accounting without a full-time accounting department.
Construction and contracting firms often need CPA-signed financials for bonding, lender requirements, and project bids. We understand the cash flow and job costing challenges of the industry.
Rental property owners, flippers, and commercial real estate investors who need cost segregation studies, depreciation strategy, and clean entity accounting.
Organizations that need reviewed financial statements for grant applications, board requirements, or state compliance — without paying audit-level fees for something a review covers.
Attorneys, consultants, healthcare providers, and other professionals who need clean books, quarterly estimates, and a CPA who understands service business financials.
High-income individuals, business owners with complex personal returns, and families managing estates, trusts, or significant investment activity.
Honesty First
We'd rather tell you upfront than waste your time.
We are a small firm. Companies with over 100 employees and complex multi-entity structures typically need a larger firm with more staff capacity.
We perform compilations and reviews, not audits. If you need an audited opinion, we'll refer you to a firm that performs them.
We are competitively priced for our market, but we are not a discount tax prep chain. Quality work costs what it costs.
We serve remote clients for tax and attestation, but our day-to-day advisory relationships work best with clients in our region.