Why Us?

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we can help you find a better balance

As a business owner, managing all of your business needs and priorities can be a difficult balancing act.  Between juggling your sales, marketing, human resources, and accounting - it can feel like you're constantly being pulled in many different directions - most of which are likely not the reason you started your own business in the first place. 

We want to help you "get out of the weeds" so that you can get back to focusing on what you do best. 

Through our collaborative approach, we work to quickly identify those areas where we can provide significant relief and positive impact to you and your company. 

We first engage with you and your team to get an understanding of your current accounting operations.  We then work to guide you towards best practices and provide you with personalized recommendations on ways to help your operations become more efficient and effective.  After partnering with you to implement the solutions that are the right fit for you and your business, we continuously seek out ways to streamline operations so that your company can excel to even greater heights.

we provide solutions that fit your business

As a client, you only pay for the services you want and use.  There is no bundled, “one-size fits-all” service offering or uncertain, tiered pricing structure.  We charge all clients a single, straightforward hourly fee for services provided.

Whether you are looking for support on a project-basis or someone who can manage your recurring, end-to-end accounting needs, we work with you to create a customized service offering that provides you with the proper amount of support that you need.

our experience is your advantage

We know how important it is to be able to adapt to an ever-changing business environment and to be able to address critical challenges as they arise.  We're experienced at working with companies that are just starting up as well as those companies that are well-established.  As our client, you can take advantage of our knowledge and expertise without having to invest in a full-time resource. 

Our expertise has allowed us to help business owners who...

  • Are looking for a higher level of financial and accounting support but don't have the budget for a full-time CFO or Controller

  • Have inefficient accounting systems and procedures that are unable to provide critical financial data in a timely manner

  • Need help creating/managing their budgets, forecasts, and monthly financial reporting package

  • Recently started making (/losing) money and need to get a better handle on what is or isn't working

  • Are looking for assistance in obtaining external financing to help grow their business

  • Want to update their accounting system and procedures to a cloud-based solution

  • Have just started their business and need help getting set-up and trained on a new accounting system

  • Are looking for a high-quality, affordable solution that can support all of their accounting needs