Business Details
19 Years
experience
Your Trusted Accounting Partner for Business Growth
Founded in 2007, our firm brings over three decades of combined experience in public accounting and private industry to deliver tailored financial solutions. We specialize in bookkeeping, tax planning, and advisory services for small businesses and individuals, prioritizing compliance, tax efficiency, and personalized guidance. Our team leverages deep expertise in accounting systems, process optimization, and strategic planning to enhance cash flow, profitability, and long-term success.We emphasize transparency, proactive communication, and client education, offering scalable services from recordkeeping to CFO-level advisory. With a focus on E-E-A-T principles, we demonstrate authoritativeness through certifications, practical expertise in tax law and forensic accounting, and a commitment to ethical standards that build lasting trust with clients.
Services
Bookkeeping Services
Payroll Management
Tax Preparation
Business Consulting
Forensic Accounting
Entity Selection
Annual Budgeting
Startup Consulting
Advisory Services
Tax Planning
Details
- Year established: 2007
Highlights and features
- We offer 30+ years of CPA expertise in tax compliance and financial strategy.
- Our customized accounting packages adapt to businesses generating $500K$20M in revenue.
- Proactive tax planning minimizes liabilities while ensuring regulatory compliance.
- We provide CFO-level advisory services without full-time executive costs.
- Complimentary consultations help clients start with tailored financial solutions.
Associations and certifications
- Certified Public Accountant (CPA)
Services
Bookkeeping Services
We manage transaction coding, bank reconciliations, and monthly reporting for businesses under $500K in revenue. Our services ensure accurate financial records, streamline payroll compliance, and improve workflow efficiencies through customized accounting software solutions.
Tax Planning
Our proactive tax planning identifies deductions, structures transactions, and optimizes entity selection to legally reduce tax liabilities. We provide projections, compliance reviews, and year-round advisory to align tax strategies with business goals.
Business Consulting
We offer cash flow analysis, budgeting, profitability assessments, and operational improvements for businesses between $1M$10M in revenue. Services include process documentation, internal controls, and strategic planning to enhance profitability and scalability.
Forensic Accounting
Our forensic services detect fraud, analyze financial disputes, and support litigation with expert testimony. We review internal controls, perform asset valuations, and provide due diligence for mergers, acquisitions, and divorce proceedings.
Startup Consulting
We assist with entity selection, tax ID acquisition, accounting system setup, and compliance requirements for startups. Our services include budget planning, financing strategies, and operational frameworks to establish a strong financial foundation.
People
Gayle Smith
Founder & Certified Public Accountant
With over 30 years of experience, Gayle Smith established this practice in 2007, specializing in tax compliance, financial strategy, and small business advisory services.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax planning, payroll management, business consulting, and CFO advisory services tailored to small businesses' needs.
How can tax planning benefit my business?
Proactive tax planning identifies legal deductions, structures transactions to minimize liabilities, and ensures compliance with evolving tax regulations.
Do you help with startup accounting needs?
Yes, we assist with entity selection, financial setup, budgeting, and compliance for new businesses.
What is forensic accounting and when is it needed?
Forensic accounting investigates financial discrepancies, fraud, or disputes, providing analysis for legal proceedings or business valuations.
Can you handle overdue tax returns?
Yes, we prepare and file delinquent tax returns, negotiate payment plans, and resolve IRS correspondence.
