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

Differences Between Independent Contractor and Employee
January 5, 2025

Understanding the differences between an independent contractor and an employee is essential for both businesses and its workers.

What Are the Main Causes of Business Bankruptcy?
December 26, 2024

Running a business involves a delicate balance of ambition, strategy, and financial management.

Finding Hidden Cash For Your Household or Business
December 17, 2024

Before you start lamenting your empty wallet, take a moment to consider this: you might be sitting on hidden cash without even realizing it.

The Differences Between Deliberate And Impulsive Spending
December 10, 2024

Have you ever gone to the store for a carton of milk and come home with a new air fryer, a potted plant, and a throw pillow you didn’t even need? If so, welcome to the club!

Is This the Missing Link for Your Home Business?
December 3, 2024

Running a home business isn’t without its own unique challenges.

 

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