Our Team

We are a family-owned firm specializing in bookkeeping and tax preparation for small businesses and individuals. As Certified Bookkeepers and Certified Senior Tax Specialists, we offer a blend of technical expertise and practical, results-driven solutions tailored to the unique needs of small business owners.

With over 20 years of experience in accounting, financial analysis, corporate finance, and tax, we provide accurate financial management, strategic tax planning, and clear, actionable insights to support compliance, boost efficiency, and drive long-term growth. Our background includes work at a Big 4 accounting firm such as Deloitte, and we hold advanced academic credentials, including a Master’s degree from Carnegie Mellon University, with a focus in finance and accounting.

While our qualifications speak to the professionalism we bring to every engagement, our name reflects something just as important—we’re real, approachable people who care deeply about our clients. We don’t just manage numbers; we build relationships that last.

Let’s grow together—one conversation, one solution at a time.