Your Trusted Financial Team
Beyond the Numbers
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Services

Our goal is to become your trusted financial partner. We provide financial, tax, and trusted advisory services to individuals and businesses

Tax Planning & Preparation

We add unique value to our clients, through efforts to remain at the forefront of tax strategy and implementation of best practices in planning.

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Financial Consulting

We want to be our client’s trusted advisor, many times this means we add value through one-off assignments and special projects.

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Fractional CFO

Growing businesses often reach a point where they need regular professional financial advice, but aren’t yet ready to budget for a full-time CFO or controller.

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Payroll

Our Payroll service allows you to focus on what you do best, run your business. We take care of direct deposits, tax witholding, and paying your employees.

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Our Team

Click the profiles to learn more about our team.

John Morrison

Principal & CPA

Joe Saunders

Finance & Strategy

We entered Public Accounting to bring the highest level of financial, tax, and trusted advisory services to individuals and businesses.

We provide fractional CFO services; complex business and financial consulting with an emphasis on strategic planning; risk management analysis and process improvement; budgeting and cash flow optimization advice; as well as advanced Federal, State & Estate tax strategies, planning, and preparation.

Contact Us

We would love to hear from you and welcome the opportunity to earn your business!