The Trusted Accounting And Tax Pro's
Serving All Of Your Accounting And Tax Needs
We could save you Thousands in taxes
If its been a while (or maybe never) since you sat down with a trusted advisor and had a complete review of your business structure, accounting, and taxes you could be leaving money on the table.
By specializing in small to medium sized service-based businesses we can help you:
- Identify areas where you’re spending too much
- Increase revenues
- Ethically reduce taxes
- And even potentially save you $10k or more in taxes every year
We take care of your accounting and tax needs so you can focus on building your business.
…because you have better things to do.
Let's Talk
Book a Free Strategy Call With Our Experts
We can help ensure you are maximizing the profitability of your business and creating lasting wealth.
How we can help
As a full-service CPA firm we can help with any of your accounting related needs.
Accounting/ Bookkeeping
We can pay your bills, manage your payroll, reconcile bank accounts and credit cards, enter and properly classify transactions, manage fixed assets, review your financials, and more on a regular basis.
We provide monthly financial reports so you know your numbers and make data-driven decisions.
Starting at: $395/mo
Financial Mentorship
The primary goal of business ownership is to create wealth for you and your family.
We help come up with actionable goals to help you stay on the track to success.
Tax
We take a proactive approach, monitoring your unique financial situation and planning tax minimization strategies that allow you to keep more of your hard-earned money.
Its not uncommon to save our clients thousands in taxes each and every year!
Starting at:
$295 - Personal taxes and Schedule C businesses each.
$525 - Business entity returns.
CFO Services
You need accurate, real-time data to run your business effectively and capitalize on opportunities.
We benchmark you against similar businesses to see what can be improved upon.
Why choose us
We are financial experts specializing in helping you simplify your accounting and build lasting wealth.
specialists
Most accountants are generalists who serve a wide range of clients in a variety of industries.
We focus solely on self-employed business owners, so we are familiar with the challenges you face and what keeps you up at night.
Business Experts
Most people spend nearly a decade or more training and learning their craft, but too often spend ZERO time learning how to be a business owner.
We actively monitor your business fundamentals to help you understand what’s going on while providing advice about how it can be improved.
Client Focused
We develop a personal relationship with you and create a financial plan that is tailored to your unique goals and aspirations.
We’re always available to discuss concerns or help make decisions to make sure you’re on the right track.
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Who We Are
Full-Service CPA firm based in Ohio
Go Paperless, Go Green!
We are what the industry refers to as a firm of the future (or a virtual firm).
Although we have a presence in both Ohio and Florida we are happy to serve clients located anywhere in the U.S.
We offer a wide range of services from:
- Tax Preparation/Compliance
- Payroll
- Bookkeeping/QuickBooks/QBO
- A/P
- Tax Planning
- Tax Resolution/Representation
- AND MORE…
Founder
Let's see how much time and money we can save you!
Click below to schedule a quick discovery call with our experts. It's free!
Top rated Ohio CPA firm
A proud American Family owned business.
Veteran Owned business.
