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

11 Ways to Help Fund College Tuition
October 9, 2025

The rising cost of college has become one of the most pressing financial challenges for families.

Best Strategies to Bring Up Your Credit Score
October 1, 2025

A good credit score can open doors to better interest rates, easier loan approvals, and even lower insurance premiums.

Step-by-Step Guide to Legally Setting up a New Business
September 26, 2025

Starting a new business can feel like trying to learn a new language while juggling.

Expert Advice For Handling a Money Windfall
September 18, 2025

Sudden financial windfalls don’t just change your bank balance—they can shift your entire outlook.

Avoid These 7 Common Money Mistakes
September 10, 2025

Managing money well isn’t just about what you do right—it’s also about avoiding the wrong moves.

 

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