Our mission is to empower the individual(s)/team(s) within an organization to succeed by providing focused accounting, bookkeeping, tax, training, and business consulting services that productively measure, inform, optimize and protect the resources within their control.
Vision Statement: Why we do what we do
If I had to boil it down, I think from my earliest age I’ve always enjoyed solving puzzles of all types. Fortunately, I recognized in college a profession that could help me do just that – accounting.
Once involved in the accounting profession I worked with people and businesses of all types and quickly found out I had a passion to understand a client’s situation and needs and then develop creative solutions to ultimately allow a client to focus on their higher needs.
Now after 30+ years of experience, even though the basic model of identifying and serving needs has not changed, the breadth and depth of my experience now provides my clients with a unique mosaic of high value integrated services/ solutions to address their increasingly complex needs.
For this ability I am grateful and continue to look forward to the many good tomorrows ahead.
Why Clients Come to Us
Most small business owners usually have a specialized skill and at some point they felt that skill was enough to build a business on.
However, once in business, most new business owners find out they are ultimately responsible for everything and after trying things they are not good at (usually to try and save money), they come around to seek outside help – usually sooner than later.
Therefore, I can say with a degree of certainty, almost all clients that come on board with us are frustrated in their own way and want help right now to get out of their unique pain.
And what does some of that pain sound like?
Accordingly, my ability to diagnose and prescribe a remedy to a client’s pain makes me kind of an accounting doctor and once the pain is addressed and resolved we can focus on moving ahead.
Although some solutions may be similar between clients, I do not believe in a “one size fits all” approach to solving my client’s needs. So each client gets a customized solution based on who they are and where they are at. If other professionals need to be brought in then that is part of the solution as well. I have many strategic partners to help my client where I can’t.
The ability to make the right judgment calls and applying the right balance of art and science is where my 30+ years of experience is invaluable and helps assure my client’s experience the most efficient and effective integrated solution(s) available.
So whether it’s a QuickBooks, accounting, finance, marketing, tax, training or other business need I’m going to be on top of it for my clients and I will not rest until a solution(s) can be successfully implemented.