Your Trusted Financial Team
Beyond the Numbers


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.


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.


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.



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.


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!