Develop a roadmap for financial success by having the right conversations with your CPA
By Nicole Thousand, CPA and Matt Ott, CPA Just like preparing for a family road
We are passionate about helping small business owners achieve financial success.
Watch how we can help achieve your financial goals.
Our Values
Relationships Positivity Continuous Improvement Accountability
The stakes are high. Without a
strategic accounting & financial partner,
business owners risk...
- Paying more in taxes than necessary
- Missed business opportunities
- Confusion
- Frustration
- Not reaching business potential or growth
- Missed opportunities to build wealth
Our clients enjoy a unique partnership experience with us. We communicate and meet regularly. We educate. And, then we make it happen.
COMMUNICATE
We’re here to talk through business decisions that can have tax and financial implications.
EDUCATE
You didn’t open a business to become an accountant. We’ll help you understand the accounting and financial side of your business in plain English.
PEACE OF MIND
You focus on your business while we focus on your financial statements, cash flow, tax liability, and keeping you on track to achieve your goals.
We get how hard it is to grow a business let alone taking the time to understand the accounting and financial side of running that business. You became a professional in your industry to serve your clients with your expertise. We became professionals in our industry so that you don’t have to be experts in accounting and finance. You do your business. We’ll do your accounting and financial planning.
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Why Your CPA and Financial Advisor Should Be the Same Professional
Your CPA does your taxes. Your financial planner handles your investments. But, what if your
Public Accountant or Mom…here, you get to be both!
There is a reason we went into public accounting. Solving problems for people and businesses
