Meet Your New Partners in Making Your Business Succeed.

 
 

Our Services

We build strategies, systems, and structures to help clients maintain accurate records, meet current financial obligations, comply with tax reporting requirements, plan for the future, and maximize wealth accumulation.

Recent Posts

Writing a Business Plan That Lenders Will Respect
September 2, 2025

Writing a business plan is more than checking a box before meeting with a lender—it’s your chance to prove you understand your business from every angle.

Over 50 With No Retirement Savings?: What To Do
August 28, 2025

Reaching your fifties with little or no retirement savings can feel unsettling, especially when the retirement finish line seems to be approaching at full speed.

Bouncing Back After Financial Catastrophe
August 20, 2025

A financial catastrophe doesn’t always come with a warning. A job loss, medical crisis, divorce, lawsuit, or business failure can unravel years of progress in a matter of months.

7 Benefits of Working With One CPA For Life
August 12, 2025

Financial advice is everywhere—apps, podcasts, social media, even coworkers offering “what worked for them.” But when it comes to navigating taxes, long-term planning, and business decisions,

3 Simple Ways to Make a Household Budget
August 4, 2025

Every household has bills to pay, but not every household has a budget that works. For many families, it’s not that they haven’t tried—it’s that the system they’re using doesn’t stick.

 

About Us

Our relationships with clients extend beyond financial recordkeeping and reporting. We understand the dynamics that affect their personal and professional lives. We listen to their goals and dreams. We work collaboratively to develop plans that transform ambitions into reality.

Industries Served

Associations • Attorneys • Consultants • Contractors • Dealerships • Dentists • eCommerce • Landlords • Physicians • Retail Stores • Restaurants • Schools • Social Service Agencies

  • Jim Phelan was an absolute pleasure to work with: professional, courteous, and friendly.

    -- Martha H.

  • Jim Phelan patiently and fully answered all of our questions, and had a some specific recommendations for us that would increase our tax refund for next year. He is professional, friendly, and keeps everything simple.

    -- David K.

  • Jim Phelan is competent, approachable, efficient, and delightfully personable. He always makes time to address my questions in a very timely manner.

    -- Dianne W.

Let's Start Talking

Let's discuss your situation so that we may understand your objectives and determine whether we have the ability to provide service and value.

Call (631) 446-1800