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PARTNERING WITH SMALL BUSINESS AND NON-PROFIT CLIENTS TO PROVIDE COLLABERATIVE ACCOUNTING AND TAX SOLUTIONS

We help clients navigate the world of tax and accounting by tailoring services to their needs at rates that are more competitive than a typical CPA firm.

Our clients include individuals, large and small businesses, churches and other charitable organizations. The client base is diverse and includes the following industries: Insurance, Technology, Internet Marketing, Racing, Transportation and Logistics, Dentistry, Health and Wellness, Cosmetology, Churches and other Non-Profits.

Our years of experience have resulted in a streamlined and efficient process that leverages current technology based platforms.  This enables our clients to focus on the core strengths of their business with peace of mind knowing that the required tax and accounting work is being handled by a trusted partner.  We are passionate about our work and enjoy partnering with like- minded entities.

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ACCOUNTING & BOOKKEEPING

Proper entry of all transactions into your accounting records.

Maintain fixed assets and depreciation schedules.

Record interest expense and amortization of loans.

Reconcile all bank and credit card accounts.

Track payroll expenses by department

 

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PAYROLL

Unlimited payroll runs (weekly, bi-weekly, or semi-monthly)

Hands free monthly and quarterly payroll tax filings (you don't lift a finger)

Online access for you and your employees.

W-2s and 1099s included

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REPORTING & BENCHMARKING

Profit & Loss Statements (Monthly)

Balance Sheet (Monthly)

Cash Flow Statement (Monthly)

Custom Reports (detailed transaction reports as needed)

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CONSULTING & PLANNING

Assistance in making decisions for future growth or expansion

Tax Planning

Budget Development

Financing and Loan Application Assistance

Aid in Business Start-Up 

TESTIMONIALS

Here are some very kind words from a few of our current clients.

 

Meet the Team:

 
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GABE

Gabe founded the practice in 2015 after working for several local accounting firms including BKD and Advocate CPAs.  Gabe is a licensed CPA and holds a bachelor’s degree in Accounting from Missouri State University.  He oversees the tax and consulting portions of the practice and enjoys helping small business owners & individuals navigate the ever-changing tax and regulatory landscape. 

 
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    JUSTIN

Justin joined the practice in 2017 to focus on client services and reporting.  He holds a bachelor’s degree in banking/finance from Missouri State University, is currently pursuing a Masters of Accountancy and plans to obtain his CPA license upon completion of the Master’s program.  Justin has a background in financial institution management and auditing.  

 
 

Ready to work together?

 

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