Who We Are...

We help successful contractors and real estate professionals take back their lives and enjoy running their businesses.

We focus on the tax advisory, planning and  client accounting aspects of your business so that your time is better spent building your business and accomplishing your goals.

Using the latest cloud "tech app stacks" coupled with customized workflows, we provide you with the small business intelligence you need to run your business.

What We Do...

We provide tax advisory, planning (TAP) and client accounting solutions (CAS) to small businesses, independent contractors, and  entrepreneurs that repeatedly lie awake at night with their stomachs in a knot, sacrificing their family, friends, fun and entertainment worrying with the financial risks associated with operating a growing business.

How We Work...

Our main goal is to help our clients have a fulfilling life where they know that their contributions helped others and their life has a purpose.

We work with our clients remotely using the latest collaboration tools including Google Workspace, Office365, Webex and Zoom. We are a technology driven virtual firm that builds personal relationships with our clients through interaction via virtual meetings, in-person workshops, tax, financial and small business coaching events and even the occasional meeting at the coffee shop. 

We love what we do!