Getting back to basics


What we do

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Business Foundation Services

Finances can be confusing and stressful. We build an authentic, personal relationship that enables us to go beyond just the transactions.

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Accounting

You run your business. We’ll run your numbers.

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Business Consulting

We’ll take you beyond the numbers with deep analysis and strategic guidance that enables you to make sound, smart business decisions.

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Tax Planning & Preparation

Keep more of your hard-earned money with sound, strategic tax planning and preparation support.

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WHO WE SERVE

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Attorneys

Close the case on your accounting...let us handle it for you.

Professional Service Providers

We are committed to helping professional service providers build successful enterprises.

Professional Athletes & Entertainers

Get back to your passion by letting us handle time-consuming accounting work.

Healthcare

Financial health is the result of dedicated accounting and advisory services.

Many people think that CPAs only prepare tax returns.
But they actually do so much more, including strategies that grow revenue, reduce tax liabilities, and grow your net worth.

How will you level up?

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Self-care in the workplace? Yes, it's a thing.

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From the firm: Why taking a break can bring new insights

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Midyear business review

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Financial planning 101

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