Recent Posts
The Auto-Renewal Audit: How Much Are You Paying for Things You Barely Use?
October 22, 2026
pMost budgets are not wrecked by one forgotten streaming service. The problem is accumulation. 
If You Couldn't Work for 30 Days, Could Your Business Keep Moving?
October 14, 2026
pSmall business owners spend a great deal of time planning for growth. They think about new clients, staffing, equipment, pricing and the next opportunity. 
Open Enrollment Is More Than Choosing a Health Plan
October 6, 2026
pOpen enrollment has a way of arriving when life is already busy. A benefits email appears, a deadline is several weeks away, and it is tempting to click through the same choices you made last year. 
Saving for College Without Losing Sight of Your Own Financial Goals
September 28, 2026
pFor parents, helping a child pay for college can feel like both a financial goal and a personal responsibility. The challenge is that college savings rarely exists in isolation. 
Retirement Planning in Your 40s and 50s: A Mid-Career Financial Checkup
September 17, 2026
pRetirement planning can feel distant in your 20s and 30s, but by your 40s and 50s the numbers begin to carry more meaning. 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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