How We Work with You

We work closely with all of our clients, whether their needs are for business or personal accounting services!

For business clients, we spend much of our time at the client’s office, getting to know the owners and employees, which helps us to assess their needs, provide training when needed (including QuickBooks), and overall collaborate to provide the accounting/bookkeeping, audit, business valuation and tax services they need. Our experience extends to understanding the unique needs of non-for-profit organizations and credit unions.

For individuals, we work one-on-one with clients for tax preparation, estate planning, and financial planning, providing as much or as little help as they need.

Our partners and staff of accounting experts have many years of experience handling the nuances and big picture issues associated with money management. It’s our pleasure to welcome you to our “family” and help you achieve your goals.