We are a small boutique CPA firm whose goal is to provide exceptional value for your accounting and financial needs.

About:

In 2017 I began the life transforming event of focusing on service to others.  In this regard, I started my own practice so I could allocate my time and energy to those whom I feel will benefit from my experience and knowledge.  My experience and knowledge encompass over twenty years of working in public and private accounting and finance which enable me to truly make an impact on my clients.

My career consists of receiving a Bachelor’s degree in Accounting from Stetson University, a Master of Business Administration degree from the University of North Florida, and a Certified Public Accountant license from the state of Florida.  In addition to my education I have worked in public accounting preparing tax returns and performing audits of various size businesses including both profit and not for profit.  I have worked as a controller for a startup company owned by two Fortune 500 companies and I have worked as a senior finance executive in two publicly traded companies including retail and real estate.

I believe in enhancing the communities we live in and thus serve on the Board of Directors as treasurer for the Seaside Schools, Inc., the Cultural Arts Alliance of Walton County and Apostles by the Sea Church.  My family loves living in South Walton and believe this is a great community to raise a family and operate a business.

Why?

We believe in a vision to provide comprehensive accounting and financial services that help our clients grow and prosper.  As a small boutique firm we can offer our clients more personal attention than larger firms.  Our goal is to provide you more value than you anticipated for each engagement.  Our biggest reward is to participate in the ongoing success of each client and that only comes by creating a partnership.  The engagement doesn’t end when the job is completed,  we strive for an ongoing partnership so we can provide continuous support.

Philosophy:

My philosophy is to offer good reliable advice and services to my clients. I believe in providing value to my clients that is a multiple of their investment.  I believe too often we settle for the status quo.  I believe in making a difference to each and everyone one of my clients.  I believe in providing the same attention to detail, thoroughness, and accuracy for my clients as I perform on my own personal financials.  I believe that no matter how profitable a business is, there are always ways to become more profitable.  I believe that everyone one of my clients should expect more from their CPA than just a “job completed”.  I believe that most people and small businesses don’t take advantage of tax planning and thus pay more taxes than necessary.  I believe that more individuals could improve their planning for retirement to assure themselves a comfortable retirement with the ability to retire at any age.

Services:

• Tax Preparation and Planning
• Financial and Retirement Planning
• Business Consulting and Strategic Planning
• CFO Outsourcing
• Tax Advocacy and IRS Representation
• Accounting and Bookkeeping
• Quickbooks Consulting
• Business Valuations