About Us
Our Values
We want to provide you with an opportunity to get to know our staff as well as our firm's values before you meet with us. The following pages give you an idea of what we're all about.
Our core values include teamwork, honesty and accountability while having FUN. We are not your average boring accounting firm, we are a little QUIRKY.
We service practices from solo practitioners to multi-location DSOs. Our largest client has 17 locations and our smallest are stand alone practices. We can handle a wide variety of organizations.
Accounting She Wrote
We love mysteries. We are big "Murder, She Wrote" and Agatha Christie fans. We continue to foster our love of mysteries. People talk about accounting being boring but we see accounting as a mystery that needs to be solved. There are always new details, new opportunities and new riddles. Being able to combine all these details together to tell the story of your past and future through analysis, KPI, forecasts and budgets.
Experience
We started as a result of working with various small businesses. We quickly discovered that many didn't know how to read or understand what their financial information was telling them. They also didn't comprehend how to use that information to grow while increasing profitability.
Our associates have been working in the accounting industry for 30 years with 5 years being in the Health Service related industries. Michelle holds a bachelor degree in accounting and MBA in finance. She has held the titles of Director of Finance, CFO and controller in business ranging from a city municipality to construction to dental.
Additional staff have backgrounds in marketing, programming, health and dental accounting. Special projects staff have dug in and figured out the PPP related needs of our dental clients and most recently has taken on ERC projects saving our clients tens of thousands of dollars.
We specialize in small business accounting through QuickBooks online. We also work with Sage Intacct and NetSuite.
Consistency
Our competitors talk about disrupting the industry but who wants that?. We, like you, want business partners we can count on who understand the value they bring and how to maximize that value.
We don't want to disrupt or break anything. WE FIX THINGS. This makes your business decisions easier because we provide you accurate data and better information to plan for the future.
The only thing we are disrupting is the idea that your accounting firm needs to be local. COVID has taught us that the best services are not always local and we strive to provide the very best services to your business no matter where you are located.