Welcome to our website!
This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.
Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.
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Skills & Knowledge
We have the skills to help you resolve any tax issues you might have. Our experienced staff will analyze data; ensure compliance with applicable standards, rules, and regulations.
Tax Saving Advice
When your business is small, you know every aspect of the business, but as your business grows, you can lose control and that's when you need a knowledgeable accounting firm to take hold of the reins and steer you in the right direction.
To reach the top and to be prosperous requires planning and forethought, that’s what we offer our clients. We have the expertise and the knowledge to offer safe and secure means of planning for your business future.
Easily schedule an in-person or phone consultation to learn what we can do for you.
Tax Preparation Services
See all of our tax, accounting and financial services for you or your business.
Free Download: Famous or Rich: 9 Ways Value Builders Prioritize Wealth Over Recognition
- The surprisingly simple strategy behind one founder’s $87 million exit
- The strategic move that took one company from being worth three times EBITDA to more than 13 times in just two years
- The 10/40 rule and how it can jack up your take from the sale of your business
- Three simple ways one founder hung on to almost all of his equity leading up to a $165 million exit
Free eBook: The Definitive Guide to SOPS
In this eBook you will learn how to:
- Train new and existing employees.
- Build a company that is worth more to a buyer.
- Avoid or minimize an earn-out.
- Minimize your time spent problem-solving.
- Provide your customers with a consistent experience.
Free eBook: The Rainmaker’s Dilemma
In a study of 23,158 companies, we found that 40% of business owners are Rainmakers, the primary revenue drivers for their company. Despite experiencing early success, our research suggests a plateau is on the horizon. Their revenue stagnates, and business value flattens, forcing them to confront the Rainmaker’s Dilemma:
The solution? Evolve into an Architect. Download The Rainmaker’s Dilemma to discover:
- The defining characteristics of a Rainmaker and how to quickly diagnose your clients
- The one common problem business owners will face, and how to best prepare them
- The negative impact Rainmakers have on receiving an acquisition offer
- 9 strategies you can coach owners as they transition from a Rainmaker to an Architect