Once a month you will see your service investment charged to your credit or debit card or from your bank account.

You will never be charged for phone calls, emails or communication with regards to the operation of your business. Basically, you can call and ask a question and you won’t get a bill like you do with the “large firms”.

• Tax return preparation
• Forming new entities
• Federal or state audits of payroll, workers comp, property tax, sales tax, IRS audits
• Major one-time or infrequent events (i.e. sale of business; planning and analysis for purchase of existing business).

Monthly financial reports (balance sheet, cash flow, profit & loss) and equivalent to an X-Ray or an MRI scan of your business. They tell you what is going on inside and how you really are doing. When reports are completed accurately and timely they are one of the best tools owners have to help with business decisions, projections, long term planning and efficiency improvements.

Are you looking for a salesman or a financial advisor? Financial security involves far more than one single moving part, it’s a network of related pieces. We provide you the resources to focus on all the pieces of your investment puzzle. Don’t get sold, get advice.

Well this is a hard one; we would have to say it probably comes from not taking ourselves too seriously and having a little fun. The real reason is probably because of our amazing spouses. (Oh, and the fact that we are business owners just like you!)