Who We Are
Our Team
Melissa
High Level Planning & Tax Specialist
Cindy
Operations Director
Our Goal
Mission & Values
At our core, we are committed to providing our clients with a sense of certainty and transparency. We prioritize our clients’ understanding of their financial health, tax obligations, and profitability. We believe being masters of “no surprises.”
What Sets Us Apart
What distinguishes us from your previous accountant is our dedication to delivering white-glove high-touch service to a select clientele. If you’ve experienced months of silence from your accountant with unanswered calls, we’re here to change that.
We focus on outcomes, effectiveness, and ways to help you make money.
We limit the number of clients we take on, so you can always get my attention on what you need help with
Over 12 months, I teach you what you need to know about money in your business, because you weren’t taught in school but now that you’re a business owner, there are a few basics you need to know
Our strategy meetings are designed in a way to keep things from going over your head, so you’re never confused or intimidated
Our Approach to Service
With us, you can expect a scheduled meeting each month or quarter (based on your package) led by Melissa. During these meetings, we delve into your financial history, current expectations, and the broader trajectory of your business, including your 1-to-3 year visions
In Summary
Our mission is to empower our clients with financial clarity and provide proactive, attentive support. We strive to be a reliable partner on your financial journey, ensuring that you are well-informed and confident in the direction of your business.