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

Understanding Estimated Taxes: A Guide for Self-Employed Individuals
April 17, 2025

Self-employment offers flexibility, independence and the potential for unlimited earnings, but it also comes with important financial responsibilities—one of the most significant being taxes,

Is Your Business Leaking Money? X Hidden Expenses You Can Cut Today
April 10, 2025

Every business owner aims to maximize profits, yet many overlook hidden expenses that quietly drain resources.

Are You Paying Your Employees Enough? Avoiding Red Flags With Payroll Taxes
April 3, 2025

Managing payroll is one of the most important responsibilities for business owners.

Running a Successful E-Commerce Business
March 27, 2025

With the ways things are going with the economy, more people are looking to be their own boss with an e-commerce business.

Should You Fund a Startup With Friends and Family?
March 19, 2025

Online funding management systems have made it popular and convenient for entrepreneurs to ask for and collect startup funds from family and friends.

 

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

    -- Dianne W.

  • 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.

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