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

Protecting Your Business From Hackers
May 14, 2024

In a time when technology dominates every sector, cybersecurity has become a serious concern for businesses of all types and all sizes.

What Are Allowable Deductions For Business Travel?
May 6, 2024

Deciphering IRS rules on business travel deductions is critical for reducing tax liability effectively and maintaining compliance. Thankfully, you can rely on your CPA to do this work.

11 Costly College Saving Mistakes to Avoid
April 26, 2024

In today's increasingly competitive job market, a college education is often seen as essential for securing a prosperous future.

How to Bounce Back From Bad Credit
April 18, 2024

Your credit report and score are always evolving. They reflect your record of paying debts on time, over time.

Tips to Maximize Your Savings Near Retirement
April 10, 2024

As people approach retirement, maximizing savings becomes paramount to ensure financial security and peace of mind during the golden years.

 

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