Mike Michalowicz, Author of Profit First

OUR SERVICES

STRATEGIC BUSINESS PLANNING

To get more out of your accounting and tax prep services, consider upgrading to work with us on a more proactive basis. Here are some first steps to consider if you are interested in more focused attention on your accounting operations.

TAX PREPARATION & ACCOUNTING

As Certified QuickBooks Online ProAdvisors, we are experts at serving entrepreneurs like you and taking a critical task off your plate.

We use technology to an extreme which makes us efficient, accurate, and extremely easy to work with.

.

TAX PLANNING BLUEPRINT

We don’t just record the history you give us. We go beyond, to give you proactive advice and strategies to help you earn more and keep more.

Our Certified Tax Coach designation gives us the edge needed to give you a proactive plan full of court-tested, IRS-approved strategies for minimizing your taxes. On average, we find $15,000 in immediate one-time tax planning opportunities.

WHAT OUR CLIENTS SAY

“Because Nancy has an entrepreneur’s mindset, she’s business savvy and wicked tax smart. She advises me on more than just taxes, she’s also a valued strategic partner!  The money spent on her services always return many times over from the money she’s saved.”

– Kim Wendland

“Nancy and her team are true pros when it comes to accounting and tax prep. They genuinely care about their clients. They are accessible, knowledgeable, and go the extra mile.”

– Raf Robinson, COO of Slab BBQ Restaurants

“I have worked with Nancy for more than 10 years and she is highly capable, responsive and gets the job done. She has been my CPA and advisor for both my personal taxes and two different small businesses and I have never had an occasion to question the work or the relationship. I highly recommend Nancy and her team, especially for entrepreneurs.”

– Jeanne Corrigan, Owner of Mosaic Insight Group