Business Details
6 Years
experience
Trusted Accounting & Financial Services Partner
Founded by CPA Phil McLawhorn, our firm combines decades of executive corporate experience with post-graduate education to deliver comprehensive accounting solutions. We specialize in tax preparation, strategic tax planning, bookkeeping, compilation services, consulting, and remote CFO services, emphasizing precision and client value. With expertise in navigating complex tax codes and financial regulations, we provide tailored solutions for businesses of all sizes.Our team maintains active affiliations with the American Institute of CPAs and state societies, ensuring we meet the highest professional standards. We prioritize transparency, integrity, and long-term client relationships through both on-demand support and continuous financial guidance.
Services
Tax Preparation
Tax Planning
Bookkeeping
Compilation
Consulting
Remote CFO
Details
- Year established: 2020
Highlights and features
- We have 27+ years of combined corporate accounting experience
- Our remote CFO services provide executive-level expertise on demand
- We exceed state CPA education requirements annually
- We prioritize transparency and integrity in all client interactions
- Our team offers multilingual support and international experience
What people say
Always accessible and helpful
Piece of mind
Thorough explanation
Won our business for life
Kept things moving smoothly
Services
Tax Preparation
Our tax preparation services combine deep code knowledge with personalized strategies to maximize savings. We handle complex filings for individuals and businesses, ensuring compliance while identifying deductions. Our CPA-led approach guarantees accuracy and clarity through detailed client consultations.
Remote CFO
Access executive-level financial expertise without full-time costs. Our remote CFO services include strategic planning, cash flow management, and financial reporting. We provide tailored guidance for growth-oriented businesses needing periodic high-level financial oversight and decision support.
Compilation
We produce clear, lender-ready financial statements for business loans and credit applications. Our compilation services ensure proper documentation presentation while maintaining independence. Clients receive timely, accurate reports meeting banking and investor requirements through streamlined processes.
Bookkeeping
From daily transactions to payroll management, our bookkeeping services maintain precise financial records. We offer scalable solutions for startups and established businesses, including accounts payable/receivable and month-end closing. Real-time financial data helps clients focus on core operations while ensuring regulatory compliance.
Tax Planning
Our proactive tax planning identifies year-round savings opportunities. We optimize business structures, retirement plans, and investment strategies to minimize liabilities. Clients receive personalized projections and implementation guidance to navigate evolving tax landscapes with confidence through continuous education.
People
Phil McLawhorn
President
CPA with extensive executive corporate experience, including international roles in construction and paint industries. Holds degrees from DePaul University and University of South Dakota, serving clients through technical expertise and strategic advisory services.
Questions
What accounting services do you offer?
We provide tax preparation, bookkeeping, compilation services, tax planning, business consulting, and remote CFO services across our Lexington and Channahon offices.
Are your CPAs available after business hours?
While our regular hours are 8AM-5PM daily, we accommodate after-hours needs through phone, email, and special appointments to support client emergencies.
How can your firm help small businesses?
Our remote CFO services offer executive financial guidance without full-time costs, while bookkeeping support helps entrepreneurs focus on operations and growth initiatives.
What industries do you specialize in?
Our team has deep experience in construction, international trade, and professional services through both our CPA training and prior corporate leadership roles.
Do you handle business tax filings?
Yes, we specialize in complex business tax preparation and strategic tax planning, helping companies navigate federal, state, and international tax requirements annually.
Can you assist with loan documentation?
Our compilation services specifically prepare accurate financial statements required for bank loans, with demonstrated success in resolving prior CPA errors during loan renewals.
