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Our Services

We build strategies, systems, and structures to help clients maintain accurate records, meet current financial obligations, comply with tax reporting requirements, plan for the future, and maximize wealth accumulation.

Recent Posts

Should You Fund a Startup With Friends and Family?
March 19, 2025

Online funding management systems have made it popular and convenient for entrepreneurs to ask for and collect startup funds from family and friends.

9 Ways to Fund Your Child’s College Education
March 11, 2025

Paying for college is one of the biggest financial challenges families face.

Spring Cleaning Tips For Your Financial Records
March 2, 2025

Spring cleaning isn’t just for your home—it’s also a great opportunity to tidy up your financial records.

When to Review Life Insurance Needs
February 26, 2025

Life insurance is a critical component of financial planning, providing a safety net for loved ones in case of an unexpected loss.

Should You Set Up a Family Foundation?
February 18, 2025

As a responsible head of the family, you’re likely always on the lookout for ways to secure your family’s financial security. Estate planning is the foundation of endeavors such as this.

 

About Us

Our relationships with clients extend beyond financial recordkeeping and reporting. We understand the dynamics that affect their personal and professional lives. We listen to their goals and dreams. We work collaboratively to develop plans that transform ambitions into reality.

Melinda Handy, CPA


Industries Served

Consultants • Contractors • Dentists • Farmers • Hairdressers • Landlords • Physicians • Retail Stores • Restaurants

Let's Start Talking

Let's discuss your situation so that we may understand your objectives and determine whether we have the ability to provide service and value.

Call (541) 744-0000