Core Values

Kindness

Treating everyone fairly and equally. Always being respectful and helpful.

Learning

Continuously increasing knowledge through educational resources, experiences, and relationships with people.

Relationships

Working together, you and us. Valuing and respecting one another. Creating an environment that fosters positivity.

Community

Supporting local opportunities for all to learn, grow and thrive.

Core Beliefs

We believe small businesses are able to provide opportunities for owners, team members, customers and vendors to learn and grow.

We believe the continuous sharing of knowledge and experiences can increase opportunities for everyone to succeed.

We believe in the value of building supportive local partnerships with the common goal of creating vibrant, thriving communities.

We believe we can help you achieve your visions of success.

Why?

We believe in relationships, collaboration and community.  We believe we all have the opportunity to succeed.

We encourage the sharing of knowledge and experiences in efforts to inspire small business owners to reach higher levels.

We thrive on collaboration, technology and innovation.

What?

You deserve an accountant thinking beyond the basic summarization of transactions, gaining insights into the vision, strategy and direction of the business, and providing periodic and real-time management reports that communicate leading indicators of the progress and future path of the business.

You are painting a picture and telling a story.  Know how to read the book your business is writing, and draft the next chapter.

How?

We use cloud accounting applications and mobile apps to provide the best possible opportunities for small business owners to be efficient and productive while gaining the best possible insights into business operations and profitability.

We understand the value of a common platform that allows both the client and the accountant to share the same software and resources, collaboratively, in real time and anywhere access.