We like to make it personal
We offer something more than just bookkeeping. We’re entrepreneurs to the core…When we work on your books, we see more than a Chart of Accounts.
Our goal is to make sure that you don’t think of us as merely a “bookkeeper” but a protective partner towards your absolute success.
In 1999 I went self-employed. As an employee I had experienced first-hand employer dishonesty; years of politics and always being limited in income. Self-employment was a move of sheer desperation – to break free from those restraints.
Now after 23 years and owning three companies, (two with my incredible wife Rebecca) the greatest lessons learned have come through the trials. But I’ve also learned to surround myself with folks who have walked the road in front of me and have some bruises to show for it. This is where we shine. Helping owners avoid expensive pitfalls and partnering to move you towards greater personal and financial freedom.
“Where no counsel is, the people fall but in the multitude of counselors there is safety.”
As a self-employed business Entrepreneur since 1999 I understand the key elements to building and creating a progressive and secure business structure. Once I was introduced to QuickBooks Online and started to understand the incredible integration of an ecosystem containing hundreds of Applications available to business owners… I was hooked.
Now, I am an Advanced Certified ProAdvisor in QuickBooks Online. My niche is working with QuickBooks Online version. This allows me to focus on application integration for cutting edge bookkeeping
Bringing Key Elements to Business Structure
One of our passions is developing easier, streamlined processes to help you run your company more efficiently. Our understanding of the necessary key elements to build that progressive and secure business structure is what makes our services so unique.Request consultation
Get your time back
We see a living, breathing business entity. Often we notice company structure and workflow issues that could save money or better yet…. the commodity of your time.
It’s about working smart, not hard.
Passionate for vision
Having founded his first company in 2001, Jim understands what it means to literally start with a folding table and a couple of bucks. The company quickly grew from $0 to $500K in revenue. This was an incredible education in all things administrative, payroll, bookkeeping, client relations and state & federal laws. Today, that same company is operating under new ownership with 20+ employees.
The process works if you work the process
Rebecca’s background highlights process flow and development. She has personal experience and practical knowledge in the Industries of Banking, Lending, Year End Tax Preparation and Real Estate. Rebecca’s passion is working at putting easier processes together for your company.