About Us
TAX, ACCOUNTING & BOOKKEEPING SERVICES YOU CAN COUNT ON
WE LOVE WORKING WITH NUMBERS!
Fractional CFO
Fiduciary Accounting: Trust and Estates, Law Practices
Bookkeeping: manage daily transactions
Payroll: Management of payroll and taxes
Planning: Reporting and advice to support growth
Taxes: Business and Personal
Sales Tax Filing
How We Got Started
I left my Controller job to pursue my passion for helping small businesses thrive. Trading stability for purpose, I now empower entrepreneurs with personalized financial and strategic guidance. Witnessing their success reaffirms my decision to make a meaningful impact beyond the corporate world.
The products and services we offer
Recommendations Received (34)
"Alona is extremely professional and has a real passion for her work helping her clients be..."
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"Alona is extremely professional and has a real passion for her work helping her clients be successful."
"Alona is a genuine connector. She easily identifies affinities between individuals and has a..."
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"Alona is a genuine connector. She easily identifies affinities between individuals and has a flair for bringing the right people together in ways that feel purposeful and mutually beneficial."
Networking Events
Thursday Apr 9th 6pm-8pm EDT
Join us for our monthly business gathering in Palm Beach County, where like-minded entrepreneurs come together to connect, share ideas, and build l...
Thursday May 14th 6pm-8pm EDT
Join us for our monthly business gathering in Palm Beach County, where like-minded entrepreneurs come together to connect, share ideas, and build l...
Thursday Jun 11th 6pm-8pm EDT
Join us for our monthly business gathering in Palm Beach County, where like-minded entrepreneurs come together to connect, share ideas, and build l...
Products & Services
Recommendations Given (15)
"I’ve known Asaf (AC) for over 13 years, and I can confidently say he is someone you can fully..."
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"I’ve known Asaf (AC) for over 13 years, and I can confidently say he is someone you can fully rely on. If you need your IT set up properly and want everything to run smoothly without constant issues or downtime, he’s the one to call.
What truly sets Asaf apart is not just his technical expertise, but his exceptional customer service. He is responsive, patient, and genuinely cares about making sure everything works the way it should. He doesn’t just “fix problems” — he builds systems that prevent them.
If you want peace of mind with your IT, Asaf is your go-to professional."
"If you want to take your online presence to the next level, Staci is your person. She has a great..."
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"If you want to take your online presence to the next level, Staci is your person. She has a great eye for what works and knows how to help businesses show up online in a way that truly stands out. On top of that, she’s incredibly easy and enjoyable to work with. Staci really listens and cares about helping your business grow. I highly recommend her. You will love her energy and enthusiasm! "
