Business Details
24 Years
experience
Your Trusted Partner for Accounting Services in Kansas City
Founded in 2002, our firm provides comprehensive accounting, tax, and financial advisory services to small and midsize businesses. With over three decades of combined CFO experience, our team specializes in delivering practical solutions tailored to each client's unique needs. We prioritize personalized service, investing time to understand clients' goals before developing actionable strategies. Our expertise spans financial statement preparation, tax planning, payroll services, and business advisory, supported by strategic partnerships to ensure clients receive full-service support without unnecessary costs.Case studies across healthcare, technology, transportation, and manufacturing industries demonstrate our ability to solve complex financial challenges. Led by Doug Freeman, a former corporate CFO, we combine real-world business acumen with technical accounting excellence to help clients improve profitability and operational efficiency.
Services
Accounting Services
Tax Preparation
Payroll Services
Financial Planning
Business Advisory
Cash Flow Analysis
Mergers & Acquisitions
Inventory Management
Technology Consulting
Family Office Services
Details
- Year established: 2002
Highlights and features
- We offer 30+ years of combined CFO experience in small and global businesses
- Our team includes CPAs with hands-on corporate finance and operational expertise
- Proven success solving complex accounting issues across diverse industries
- Personalized service model focused on long-term client relationships
- Strategic partnerships enable comprehensive solutions without inflated costs
What people say
Tremendous advisors
High-touch service
Invaluable in complex reorganization
Great communication
Essential part of success
Services
Tax Preparation
Our comprehensive tax services cover business, individual, and fiduciary returns with strategic planning to minimize liabilities. Experienced CPAs handle complex filings including sales tax, business licenses, and personal property returns. We represent clients during IRS examinations and resolve past-due tax issues while maintaining compliance with evolving regulations.
Financial Planning
We develop customized financial roadmaps covering short- and long-term business goals, entity selection, and cash flow optimization. Our planning incorporates breakeven analysis, budgeting, and benchmarking to support data-driven decisions. Services include merger/acquisition analysis and banking relationship optimization for sustainable growth.
Accounting Services
From monthly write-ups to full financial statement preparation, we handle general ledger accounting and software implementation. Our team provides in-house training, payroll processing, and month-end closing support. We specialize in transitioning clients to modern accounting systems like NetSuite and QuickBooks for improved operational efficiency.
Business Advisory
Leveraging decades of CFO experience, we offer operational consulting across industries. Our advisory services include inventory management optimization, technology implementation, and healthcare practice efficiency improvements. We provide fractional CFO services for complex financial negotiations and growth strategy development.
Payroll Services
We manage complete payroll processing including tax filings, W-2 preparation, and compliance reporting. Our team resolves payroll-related errors and ensures proper EIN usage. Services integrate with broader financial systems to maintain accurate records while reducing administrative burdens for business owners.
People
Douglas L. Freeman
Owner & CPA
Former corporate CFO with 30+ years of accounting experience, specializing in business strategy and tax planning. Leads client relationships while maintaining CPA and CGMA certifications. Serves on community boards and leads humanitarian initiatives.
Kelly T. Davis
Founder
Established the firm in 2002 after successful careers in public accounting and corporate finance. Served as CFO for growing businesses before selling the practice to Doug Freeman in 2016 while remaining involved.
Rita Jan
Staff Accountant
CPA with 20+ years of audit and tax experience, specializing in financial statements and compliance. Former Pricewaterhouse professional who joined the team in 2020. Manages volunteer work for local educational organizations.
Debbie Davis
Business Development Director
Marketing expert with healthcare industry experience, managing client relationships and community partnerships. Active in local chambers of commerce and humanitarian organizations while supporting firm growth initiatives.
Camille Graham
Office Administrator
Business administration professional managing day-to-day operations with prior experience in banking and construction industries. Ensures smooth administrative functions and client communication since joining in 2008.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting including financial statements, general ledger maintenance, payroll processing, and software implementation. Our team supports month-end closing and trains staff on systems like QuickBooks.
How do you help businesses with tax planning?
Our tax planning services focus on minimizing liabilities through strategic entity selection, cash flow optimization, and compliance management. We handle complex filings and represent clients during IRS examinations.
Can you assist with business succession planning?
Yes, we specialize in integrating estate and succession planning for family businesses. Our advisors help structure transitions while maintaining financial stability and tax efficiency.
What industries do you specialize in?
We serve healthcare practices, technology startups, transportation companies, manufacturers, and professional service firms. Case studies demonstrate expertise in dental offices, salons, and family-owned businesses.
How do you handle accounting emergencies?
Our team resolves urgent issues like incorrect filings, payroll errors, and IRS notices. We've successfully fixed historical accounting problems and streamlined financial processes for struggling businesses.
What makes your firm different from other CPAs?
Our team combines public accounting credentials with real-world CFO experience. We emphasize personalized service, industry-specific knowledge, and proactive financial guidance beyond basic compliance work.
