Meet Your New Partners in Making Your Business Succeed.

 
 

Our Services

We build strategies, systems, and structures to help clients maintain accurate records, meet current financial obligations, comply with tax reporting requirements, plan for the future, and maximize wealth accumulation.

Recent Posts

16 Smart Money Moves to Take Before the End of the Year
October 17, 2025

The end of the year is a natural checkpoint for both individuals and small business owners.

11 Ways to Help Fund College Tuition
October 9, 2025

The rising cost of college has become one of the most pressing financial challenges for families.

Best Strategies to Bring Up Your Credit Score
October 1, 2025

A good credit score can open doors to better interest rates, easier loan approvals, and even lower insurance premiums.

Step-by-Step Guide to Legally Setting up a New Business
September 26, 2025

Starting a new business can feel like trying to learn a new language while juggling.

Expert Advice For Handling a Money Windfall
September 18, 2025

Sudden financial windfalls don’t just change your bank balance—they can shift your entire outlook.

 

About Us

Our relationships with clients extend beyond financial recordkeeping and reporting. We understand the dynamics that affect their personal and professional lives. We listen to their goals and dreams. We work collaboratively to develop plans that transform ambitions into reality.

Industries Served

Associations • Attorneys • Consultants • Contractors • Dealerships • Dentists • eCommerce • Landlords • Physicians • Retail Stores • Restaurants • Schools • Social Service Agencies

  • Jeanna Reese is competent, approachable, efficient, and delightfully personable. She always makes time to address my questions in a very timely manner.

    -- Dianne W.

  • Jeanna Reese was an absolute pleasure to work with: professional, courteous, and friendly.

    -- Martha H.

  • Jeanna Reese patiently and fully answered all of our questions, and had a some specific recommendations for us that would increase our tax refund for next year. She is professional, friendly, and keeps everything simple.

    -- David K.

Let's Start Talking

Let's discuss your situation so that we may understand your objectives and determine whether we have the ability to provide service and value.

Call (970) 264-5330