Tax Return Preparation Accounting & Bookkeeping Services Accounting & Tax Service
By design, our business is a place where entrepreneurs and small business clients receive financial and operational counsel from CPAs who have worked in the trenches. Founded in 2002 by Kelly Davis, a successful CPA and former CFO, our firm was acquired in 2016 by Doug Freeman, who had worked as a CFO in both small and global businesses.
Today, we are a team that truly empathizes with business owners and helps them plan and strategize. Kelly and Doug’s industry experience and extensive work as CPAs contribute to our unique ability to offer practical, real-world relevant advice.
Our full-service firm provides accounting, tax, bookkeeping and CFO services – but, most importantly, we invest time in you and your small business, and you’ll like working with our personable team. We start by listening to your concerns and inquiring about your vision. Then we work closely with you to develop a plan of action to achieve your goals – and we continue working alongside you as your company grows.