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

How to Separate Business and Personal Spending
January 6, 2026

Managing money gets more complicated the moment a side project, a part-time venture, or a full small business enters the picture.

10 Suspicious Situations That Might Point to Financial Fraud
December 27, 2025

Financial fraud rarely announces itself. Most people imagine dramatic red flags, but in real life, it tends to slip in through quieter cracks.

9 Tips to Make Financial Organization Easier
December 17, 2025

Staying financially organized is one of those things people assume should feel simple, but most individuals and small business owners eventually realize it behaves more like a moving target.

Thinking of Buying a Business? How Your CPA Can Help
December 9, 2025

Buying a business seems like a single decision, but anyone who has stepped into that process knows it turns into a dozen decisions stacked on top of each other.

Named as Executor in a Will? Get Help From Your CPA
December 2, 2025

Being named as an executor sounds straightforward until the paperwork arrives, the deadlines stack up, and phone calls from financial institutions start coming in.

 

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