Recent Posts
Online funding management systems have made it popular and convenient for entrepreneurs to ask for and collect startup funds from family and friends.
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Spring cleaning isn’t just for your home—it’s also a great opportunity to tidy up your financial records.
Life insurance is a critical component of financial planning, providing a safety net for loved ones in case of an unexpected loss.
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
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Let's discuss your situation so that we may understand your objectives and determine whether we have the ability to provide service and value.
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