ACHIEVE more...


Helping you ACHIEVE more than you ever dreamed possible is our passion.

Through business coaching, strategic tax planning, effective accounting and payroll services, and the savvy use of technology we can help transform your business.

To achieve more with your business, you need an accounting systems that is:

  • Effective - giving you the information you need to make wise decisions and to minimize taxes
  • Efficient - takes the least amount of effort
  • Accurate - wrong numbers lead to bad decisions which lead to bad outcomes
  • Timely - information has to be up to date (real-time is even better)
  • Accessible - all decision makers can access the information from anywhere at anytime

The last thing a business owner should be doing is bookkeeping. You need to be managing your business: working on your goals to achieve your dreams.

We use lots of cool technology (like QuickBooks Online and to craft an accounting system that meets your unique needs.

We can play an ongoing role in that system from doing it all for you or just providing support and oversight.

So stop worrying about book work. Get help from us. Then go do what you do best!

So your hard work and our Coaching has paid off and you're achieving one of your goals: You're making money!

Unfortunately the IRS and state want their share. In fact, when you're self-employed, that can be very close to 50% of your very hard earned profits. That sucks. But we can help. We're not just tax form preparers we're tax advisors.

First of all, the accounting system we helped you setup and maintain is capturing every deductible expense. (If you're near that 50% combined tax rate every $10 in deduction lowers your taxes by almost 5 bucks!) And your accounting system is documenting and filing the proof so you don't have to worry about the IRS disallowing the deduction during an audit.

Next, we make sure your business is organized to maximize tax savings using an LLC, an S Corp, or whichever entity helps lower your taxes. Maybe you need more than one entity. How about putting your spouse or children on the payroll? We help you decide. And don't forget about qualified retirement plans where you can save for the future and lower your taxes now.

Tax minimization starts with tax planning...before the end of the year. There are very few strategies to lower taxes once the year is over. Because your accounting system is always up to date, we monitor your projected tax liability DURING the year and come up with strategies to save you money before your time runs out.

We know that taxes are complicated and confusing. We will explain your tax situation in words you can understand.

Finally, no one wants to be audited. So part of our responsibility and commitment to you is to make sure you are staying in compliance with all things tax related like sales tax, property tax, and 1099 reporting. If you do get audited, we will represent you to make sure you are being treated fairly.

So stop worrying about taxes and forms and fees. Get help from us. Then go make some money!

Just as a professional athlete has a coach, having your own business coach can help you achieve more than you ever dreamed possible.

Once the tax, accounting, and payroll issues and problems have been solved it's time to focus on growing and improving your business. This is where the fun starts:

Close your eyes. Now imagine what you would really like your life and your business to look like if you could wave a magic wand. "Begin with the end in mind."* Maybe you imagined your life was easier. The business is running smoothly; even when you're not there. Everyone loves coming to work. You and your team are being rewarded financially for your efforts. Your company is making other people's lives better because of the great service or products you are delivering.

Sounds great! But where do you start? We know where.

For over 25 years we have been helping small businesses. We can help you:

  • Get your vision and dreams for the future down on paper.
  • Turn the vision into daily action steps with defined deadlines.
  • Teach you how to work ON the business instead of IN the business.
  • Show you how to turn financial and key performance indicators (KPIs) into knowledge that empowers you to make wise decisions.
  • Help you with other business issues like leading your team, marketing, and pricing.
  • Meet on a regular basis to discuss your progress.

So start dreaming about what you want to achieve, see what makes us a different from other CPA firms, then contact us today.

*Habit #2 from Stephen Covey's The Seven Habits of Highly Effective People.

Employee. Hired hand. Team member. Associate. Staff. No matter what you call them, adding them to your business can make your life a lot more complicated. Paying them, withholding taxes, filing tax reports can be overwhelming. Forget to remit the taxes or file a return on time and the penalties and interest add up very quickly.

A lot of businesses try to avoid the hassle by calling them "subcontractor." That's a great way to get yourself in trouble with the IRS and Department of Labor. We ask the right questions to make sure you are classifying them correctly.

With our service it takes less than ten minutes to log in, enter hours, click "pay", and you're done. That's it. Your team gets paid by direct deposit and we handle the rest. No IRS web site to log into to make payments. No forms to fill out or sign or mail. No late filing fees. No missed deadlines. Guaranteed.

Contact us today to see how we can make it easier for you to deal with paying employees.