Why We Serve Nonprofits

Non-profit organizations serve needs that are crucial components of a healthy society and for which there is no profit motive. Serving these organizations in a financial capacity is an honor for our firm and furthers the public interest by stewarding donor intent.

Why We Serve as a Modern Family Office

Global prosperity has raised the standard of living for many families. They often collect advisors as wealth increases who may or may not communicate with each other. As the management of assets increases and closely-held businesses expand, the need for a close relationship with one point of contact to oversee all the planning of the sustainably affluent increases also. No longer are family office services for the 1%. We aim to be the financial guide on the journey of your family’s affluence.

Why We Serve Small Businesses

The engine for economic prosperity has always been the ability to create an enterprise that serves the needs or desires of a community. The entrepreneur is an economic pioneer with the courage to venture into unknown territory. A critical indicator of success is the guidance one receives on an unknown journey. The services of a CPA can help you avoid the pitfalls of a lack of compliance with taxing authorities, overspending, and incorrect bookkeeping. We serve to guide these businesses into greater prosperity and, thereby, increase the community’s prosperity.

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.