Are we the right fit?

We have found that fit is critical when it comes to working with an accounting firm, so we want you to know a bit about us!

How we are unique:

  • We utilize cloud technology so our clients can access their information anytime and anywhere.
  • We embrace no-surprise, up-front, flat fee billing where you know what your investment will be up front. We believe this puts us on the same side of the table as our clients.

We may be a perfect fit if you:

  • Are actively involved in the day-to-day operation of your organization and want to stay on top of your profits.
  • Typically respond in a timely manner to requests from your accountant
  • Enjoy using advanced technologies such as cloud-based systems and email when possible.
  • Feel that your current accountant is not as responsive as you would like or doesn’t understand your needs.
  • You want to know your costs up front. (We create custom-built quotes and utilize flat-fee billing.)
  • Feel your accountant could do more to provide business advice and insight to help increase your profitability.
  • Have been operating three years or more or have at least five employees.

Our team operates on a set of Three Promises, with our clients and with each other.

Own It

Good or bad, we take responsibility for our work, and make it our own.

All Cards On The Table

We will be open and honest with you. Sometimes you might not like what we say, but know that we speak the truth out of respect for you and your organization.

You Really, Really Matter

We truly care about you and your organization and do our best to prove it.


Contact Dana McGuffin CPA

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