Meet Your New Partners in Making Your Business Succeed.

 
 

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

Why Cash Versus Accrual Accounting Matters
January 19, 2026

Understanding how money moves in and out of a business is easier when the accounting method matches the way the business actually operates.

What Freelancers Should Know About Estimated Taxes
January 11, 2026

Your first year of freelancing probably felt liberating. No boss, no commute, just you and your laptop making things happen.

How to Separate Business and Personal Spending
January 6, 2026

Managing money gets more complicated the moment a side project, a part-time venture, or a full small business enters the picture.

10 Suspicious Situations That Might Point to Financial Fraud
December 27, 2025

Financial fraud rarely announces itself. Most people imagine dramatic red flags, but in real life, it tends to slip in through quieter cracks.

9 Tips to Make Financial Organization Easier
December 17, 2025

Staying financially organized is one of those things people assume should feel simple, but most individuals and small business owners eventually realize it behaves more like a moving target.

 

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