Entrepreneur, or Small Business?

The bulk of our client base are entrepreneurs and small business owners. We believe that we serve our customers better when we understand what make them tick.

  • Our entrepreneurs are “business creators” willing to bear some or a lot of risk to enjoy reward. They invent, innovate and improve products and services.
  • Our small business owners are “business managers” making decisions that minimize risk. They hire, train, manage, and motivate people.

Both business types want an impartial, experienced accounting office they can trust to handle the confidential, financial and compliance needs of the business. What our clients expect from us—and why—can be described as:

Budget Planning: Without a proper accounting system, earnings can be underestimated or overestimated, leading to thwarted intentions even as much as business failure.

Accounts Receivable: When sales are down, knowing where the money is coming from and who owes what and when can be the difference between failure and survival.

Accounts Payable: When accounts are paid late, outcomes can be catastrophic. Product could be delivered late or not at all, utilities disconnected, insurance dropped, reputations ruined.

Tax Preparation: Executing procedures throughout the year guarantees a no-headache tax season and helps avoid late payment penalties and fines.

Technical Expertise: Using the best accounting software for professional service firms and keeping it updated is more important than ever. 

At the end of the day, we are a small business too. Described as entrepreneurs, we have a relentless focus on being detail-oriented, trusted, organized, flexible, purpose-driven, collaborative, committed, and able to talk about financial/accounting issues using language that business owners easily understand. Described as small business owners, we describe ourselves as fair, friendly, proactive, trustworthy, and quick to return phone calls and email. 

To our customers, a heartfelt thank you for being you! Please share this post with others in your business circle that may be interested in talking to us about our services. 

Prosper and be safe!