Your sensible, skillful, savvy CPA firm offering tax + bookkeeping solutions.

Do you find yourself saying...

”I’m tired of investing time in bookkeeping tasks, only to discover I’ve been doing them incorrectly.”

”I don’t enjoy the tedious work behind payroll and employee management.”

”I know I should get my accounting files in order, but don’t know where to start.”

“I’m overwhelmed when it comes to invoicing and don’t see a solution to streamline that process.”

“I’m confused about taxes and don’t know where to turn for clarification.”

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Our Services

Payroll processing + employee maintenance

Tax preparation + compliance

Streamlined invoicing + billpay

Clean + up-to-date financial reporting

Modern + budget-friendly technology solutions

Every business has unique needs: whether it’s preparing tax returns, processing payroll, streamlining invoicing or migration to newer technology solutions.

  • Are you launching a new venture or becoming an independent contractor?
  • Are you considering outsourcing financial services to improve efficiency and reduce overhead expenses?
  • Do you need support navigating the confusing landscape of taxes and accounting?

We specialize in working with

Independent Contractors + Sole Proprietors
Food + Beverage Service
Software + IT Firms
Retail + E-Commerce Businesses
Professional + Consulting Services

Blog

Diversifying the Stock Exchange

Earlier this month (August 2021), the SEC approved a Board Diversity Rule proposal from NASDAQ.  By this time next year...

Book Review: Profit First by Mike Michalowicz

I was prompted to read this 200-page business cash management primer, Profit First, when a client asked if I agree...

An Inaccessible IRS

With the reduced federal funding budget and threadbare Covid-related IRS staffing levels some taxpayers are experiencing the frustrating result of...