Open Your Path For  Growth.

We specialize in clearing your financial roadblocks so you can focus on what matters most:

Growing your business and doing what you love

Our Business Is Growing Yours

We are constantly helping new, established businesses and everything in between with Tax Services.

We stand by our services and have a 100% satisfaction guarantee so that you can focus on your life and let us take care of crunching numbers for you

Who We Help

Non-Profit Organizations

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Medical Offices

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Realtors

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Rental Properties

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Restaurants & Hospitality

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Touring & Adventures

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Professional & Self-Employed

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Do you have a different type of business?
That’s ok, we can help you too!

What We Do

What will you do with more time and focus available?
Where would you expand your business with financial expertise on your team?
We help you grow to the next level and support you at every step of the way.

Taxes

Businesses:

Assessment for optimized tax strategies for your business, including a corporate structure.

Support for compliance reporting including accounting, sales tax, and payroll

Individuals:

Assessment for best tax strategies for your individual income and goals

Accounting

Businesses:

  1. Back-end financial office covered
  2. Accounting – monthly, quarterly, annually
  3. Sales tax reports prepared
  4. Management reports generated – see where you are
  5. Independent work – detects fraud
  6. Helps with strategizing consulting (link to below)

Individuals:

Monthly, Quarterly, Annual bookkeeping to prepare for taxes, keep track of your accounting

Consulting

Businesses:

  1. Assess your current business financial reports for a Profit Maximization Assessment
  2. Plan out financial development of business including goals, debt, expansion, exit and moves
  3. Outsourced CFO – can meet weekly, monthly, quarterly – to keep your business focused on financial results

Individuals:

  1. Financial Planning for – Retirement, Goals, starting a business, marriage, divorce, etc.
  2. Need to have your accounting done to see where you are

A deeper dive into your business.

Typically a CPA will want to start working right away without learning about your business. Our firm always ensures a discovery and in-depth meeting so that we can do the correct job from the start.

We free up busy business owners time by providing strategic financial expertise – allowing owners to to what they do best, and helping them achieve their highest financial dreams.

Working with professionals so they can stay focused on growing their business by clearing their financial deck and offering strategic financial expertise to help them focus on the highest growth strategies for their profession, business and life.