Let’s face it: accounting and taxes can be intimidating. There just seems to be no shortage of advice out there. The problem comes from trying to sort it all out. And, when people think CPA, they often think stodgy and boring. Well, our goal is to “de-mystify” accounting, by putting things into words you can understand. You might not ever consider it fun, but at least it won’t be a big black hole.
For the small business owner, we free up your time to focus on what is important to you: building your business. We provide services such as QuickBooks training, financial statement reporting, cash flow projections, bookkeeping, payroll processing and reporting, accounts receivable and payable services, sales tax returns and income tax preparation. We also provide tax planning and income tax preparation services for individuals.
For the small business owner, we free up your time to focus on what is important to you: building your business. We provide services such as QuickBooks training, financial statement reporting, cash flow projections, bookkeeping, payroll processing and reporting, accounts receivable and payable services, sales tax returns and income tax preparation. We also provide tax planning and income tax preparation services for individuals.
Mission Statement: To provide outstanding client service and professional excellence to small businesses and individuals in the areas of accounting and taxation. We will be diligent in our efforts to keep costs competitive. Clients will be treated with respect, and information is to be provided in a relevant, understandable manner.
“Dana has been a lifesaver!!! Having an accountant that is 100% trustworthy and 100% competent allows me to focus on MY job and not the matters of “the business.” Dana takes care of that!!!”
~Susan Peach, LCSW, LSCSW
Partner and co-owner, Lifeworks Family Treatment Group
"Dana worries about our company’s taxes so we don’t have to! Her attention to detail is unmatched, and her friendly yet professional attitude is the perfect match for our company."
~Julie Drew
Heart of the Matter Seminars