We Serve Entrepreneurs.
Small businesses and medium size-companies
We get most of our business through CPA firms and Law Firms because they appreciate knowing that their customers are being well cared for. They also know that the product we deliver is a reflection of how much we care and in the long run, a clean set of books at year-end makes their jobs a lot easier!
Our client base shares an entrepreneurial spirit and a desire to make great decisions based on the financial facts at hand. That’s where we shine. Keeping an up-to-date, accurate, pulse-check on the books.
Specific industries we know well are
Service
Retail
Manufacturing
E-Commerce
Restaurants
Food (bakers, caterers, etc.)
Trades (HVAC, hairdressers, construction, etc.)
Cannabis Industry
Startups
Where we all Win
Our team succeeds with those who thrive on structure as much as we do. Anyone taking their business seriously and willing to do the work to help us succeed in managing their account will be a good fit for us as a team. We love sitting down with leaders and owners, getting clear on what the challenges have been in the past, then developing a plan to get organized for the future.
Owning a business is a LOT of work. Let us help you manage that workload so you can maximize your efforts!
Start Strong
New business ventures benefit greatly from solid financial footing. If you are starting a business, the time to engage with a financial professional is now, not 6 months into the project. If you’re just hatching your idea, put your advisory team into place. Surround yourself with the best in the idustry and you will be much more likely to achieve great success!
Want to get off on the right foot?
