Trust, loyalty & transparency.
For each client, we work to become the primary trusted advisor and go-to person for accounting and business consulting needs. We create an indispensable partnership of trust and loyalty, critical to propel our clients to financial success, long term profitability and the benefits of an exceptional work/life balance.
- Undergraduate degree in Accounting, MBA
- 15 years in the commercial banking industry working with small to medium size businesses across countless industries.
- 5 years as an accountant in private family offices with significant business holdings across many different industries.
- 3 years senior management for a vertically integrated residential Developer
- 10 years of accounting in a family owned business related to the construction industry as a second job.
“The majority of my professional career has been working with small and medium size businesses. It is this depth of experience along with ” -Kim P.