In short, this is what we do best. We are Small Business Experts and unlike other accounting firms, we specialize in Small Business, Farms and Self-Employed clients.
Lisa is a CPA with over twenty years of public and corporate tax expertise. Her background includes working for world-class accounting firms such as Deloitte and Baker Tilly.
Clayton is an Enrolled Agent and has over ten years of experience working as a tax officer for the Internal Revenue Service in the Midwest. Clayton’s specialty in the IRS was Small Business Self Employed examinations.
We have worked with THOUSANDS of businesses in our careers and have seen what works and what doesn’t.
With that said, we ACTIVELY help our clients of all sizes develop and manage their bookkeeping and accounting systems. We have experience with most small business accounting systems.
We are big fans of QuickBooks, QuickBooks Online, Xero Accounting, and Gusto Payroll.
Our goal is to help out clients run successful businesses.