About Me

Dear Friend,

I have a feeling I know why you’re reading this right now.

You need more time in your day. Running a business is extremely demanding and there just isn’t enough time in the day to keep all the plates from spinning out of control. What you need most right now is more proactive help with your business finances and tax strategy. As soon as possible. In fact, yesterday would have been ideal. Am I close?

We get it. We’ve worked with plenty of businesses who have to cobble together 9 different software programs to keep everything straight, or who just wash their hands of it all and put everything on the credit card … and then try to clean up every year after the fact. And they know that this is no way to properly monitor profit margins, cash controls, account management, tax strategy and all of the myriad components of an effective financial system for a business.

Perhaps this is your story too. Or perhaps you’ve reached a stage of development in your business that you want to take your business to the next level so your expert team can focus on what they do best: making sales and taking care of customers.

Or are you just starting your business and want to begin on the right foot?

Whatever the reason, we want you to know that our team has been diligently and effectively taking care of the accounting needs of countless organizations in a wide variety of industries—discreetly and expertly handling the ongoing financial management of tax burdens while providing expertise in business planning, coaching, and strategic consulting that many businesses need.

Because here’s a certain truth as it relates to taxes and your business: The State and Federal Government would love to have more of your business’s hard-earned money in their accounts. And yes, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular business owners, like you, are missing out on legal and safe deductions to the tune of hundreds of millions of dollars in unclaimed refunds every year.

It doesn’t have to be this way. You don’t have to hand more dollars over to the government than they require just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over the state of your books, feeling guilty about the time you should be devoting to keeping your business profitable.

In fact, to help you find answers to your questions, I’ve compiled some resources in the last couple of years for business people like you in response to the specific tax and accounting questions I’ve received from my clients.