About Us
We are a local CPA firm that specializes in small business accounting, business & individual tax, payroll, outsourced CFO services, and other accounting services.
How We Got Started
Our firm started with our managing partner, Alicia Shaul, working out of a home office. Over the years, the business has expanded to 5 additional employees, an expanding industry experience, local recognition as a top local tax preparer, and an innovative budget billing system for our business clients.
The products and services we offer
Recommendations Received (7)
"Knowledge and care for his clients is why Patrick is one of the best in the business. He will do..."
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"Knowledge and care for his clients is why Patrick is one of the best in the business. He will do everything in his power to help his clients."
"Patrick is wonderful to work with. There’s not a question that I have asked him that he wasn’t..."
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"Patrick is wonderful to work with. There’s not a question that I have asked him that he wasn’t able to get the answer to. Patrick is detail oriented, dependable, and is driven to provide customer satisfaction. I’m proud to partner with him and I trust him to completely when I refer anyone to him. "
Products & Services
We take a proactive approach to helping your business meet your financial and tax goals. We meet with our clients 4 times a year to get insights i...
Recommendations Given (14)
"Joshua is a considerate, bend-over-backwards for you insurance agent. He is always willing to..."
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"Joshua is a considerate, bend-over-backwards for you insurance agent. He is always willing to help you with the insurance decisions and is there for you when things go wrong and need your insurance agent. He is a reliable and good-natured agent, not an agent only concerned about the sale."
"Todd is a great guy and will be honest in his assessment of your current plan and whether or not..."
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"Todd is a great guy and will be honest in his assessment of your current plan and whether or not he can beat the price. He will let you know what coverages you truly need, which are frivolous, and if your plan is missing a coverage. He is not trying to sell you on his products as much as he is trying to keep you informed and I would highly recommend anyone at least schedule a meeting with him to go over your current coverages."
Recent Activity
We recommend for our clients to review their expenses monthly. Reviewing expenses on a daily/weekly gives you an incomplete picture and just takes time away from growing and developing your business. After a month, you have a better idea of what was a necessary expense, what was used for growth...
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We recommend for our clients to review their expenses monthly. Reviewing expenses on a daily/weekly gives you an incomplete picture and just takes time away from growing and developing your business. After a month, you have a better idea of what was a necessary expense, what was used for growth & development, and what the trends are in your expenses in a monthly comparison.
We have a handful applying for a 2nd round. We have reviewed their 2019 & 2020 financial statements to find who were eligible and filling out their applications for them with all necessary documentation. We attempt to take all the work off of our bundled service clients to show the additional...
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We have a handful applying for a 2nd round. We have reviewed their 2019 & 2020 financial statements to find who were eligible and filling out their applications for them with all necessary documentation. We attempt to take all the work off of our bundled service clients to show the additional value we provide.
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We are proactive with our clients, reaching out to them if we see situations that may not be the best financial solution for their business or inadvertently causing them to pay more tax than necessary.
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We are proactive with our clients, reaching out to them if we see situations that may not be the best financial solution for their business or inadvertently causing them to pay more tax than necessary.
Networking groups
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Networking groups
