Proactive and forward-looking CPAs, helping you make more and keep more.
Whether you’re interested in personal tax advice, looking for ways to improve the value and performance of your business or considering buying or selling a business, our CPAs and consultants are experts in helping you reach your goals. We deliver valued results and relationships by listening to your needs and working with you to see them satisfied. Our focus is on small business with emphasis on building business value. Entrepreneurs invest huge amounts of time and money to make their businesses work. We are dedicated to helping them be successful at all stages, from start-up, through growth and on to transition. We go beyond just reporting numbers that have already happened and work with our clients so they can use their numbers to look into the future and make more informed, pro-active decisions. For over a decade we have been guiding individuals and businesses to reach their goals with our seasoned staff of CPAs, Certified Management Consultants, Certified Valuation Analysts and Business Brokers.
How we work together:
We schedule a first appointment at no charge-it’s important we get acquainted and find out if there's a good fit between your needs and our services. Often CPAs are hired to “keep you out of trouble”-we strive to create value that will be a good return on your investment with us. Before we begin working together we’ll put together an engagement letter to specify the work we’ll be performing as well as the terms of payment. Our offices are open Monday through Friday. Weekend and evening appointments can be arranged. There are always two professionals who are familiar with your file and they are readily available to answer your questions. We don’t charge for brief phone calls-it’s important for you to feel comfortable calling us as soon as you have a question while there’s time to make a good decision. We’ll let you know when we’re on the clock and give you an idea of the charges to help you.
How we can help you with your personal accounting:
Planning tax-saving strategies for retirement and estate planning. Representing you before the IRS—we have a strong track record. Providing insights and designs for family partnerships. Preparing tax returns. Finding ways to reduce taxes. Performing reviews of prior returns to look for ways to recover any over-paid taxes.
How we can help you improve business performance & transition your business:
Serving as part-time CFOs (Chief Financial Officers) so you can have financial expertise at appropriate times to help you reach your goals. Developing dynamic budgets called “game plans” to help you grow your business while increasing its value, and to do it without growing broke. Supporting QuickBooks accounting system design, installation, training, and trouble-shooting. Providing accounting systems or bookkeeping help so you can have current and accurate financial reports. Guiding you in financially wise decision-making strategies. Coaching employees to think and care like owners by providing financial literacy training. Devising tax-saving strategies for doing business in foreign countries. Listening to your personal as well as financial goals so you can develop an effective action plan. Helping you sell, merge or buy a business—we’re part of the VR Business Broker team, the largest seller of businesses in North America. Performing business valuations for tax planning or selling your business. Developing transitioning tax strategies, such as sale design or ESOPs. Designing business succession plans.
To find out how good a match we are for your needs, visit our web site
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Libby Smith 
303-799-9111
303-799-9333
