Come where clients flourish!

Traditional accounting isn't designed for the unique challenges faced by small businesses.

Every day we see how disorganization in finances costs business owners their time, their money, and their health.

We’re passionate about helping small businesses & their owners succeed. We work with the way you're wired to get your finances organized, taxes taken care of, and more money home to your family.

With stress lower and anxiety gone, your family does well & you're free to soar -- be creative & do your best work.

Imagine taking regular pay & profit from your business, having clear numbers to make wise decisions, and never being surprised by a huge tax bill again. And you have a trusted partner just a phonecall away to answer your questions, who is committed to helping you flourish!

  • "Thank you for taxes this season again. I have really appreciated your help and guidance. I feel so thankful to have you. Thanks for your expertise, being so easy to work with, for being so good at what you do, and mostly for being someone I feel like I can really trust. I always feel like I can trust your advice & insight, and I'm so appreciative of that. Taxes and payroll are such an essential part of my business...finances keep up going, and I quite literally could not do it without you! THANK YOUUUUU!"

    —Flower Farm Owner in Texas

  • "I truly appreciate your time, professionalism, and care. In this whole journey of trying to find someone who can bring clariy & partnership to my books, I've just really appreciated you and truly found more clarity & value in our time together last week than about the last year's worth of me trying to figure out what's going on on my own."

    —Artist & Event Stationer in Texas

  • "There's not much opportunity to hear a review of my work from someone within the field of accounting. I appreciate the opportunity to work with you as well! I always appreciate how collaborative we get to be when it comes to tax time, the consistency of working together multiple years allows me to have confidence that the process will be manageable, and I love how I can always ask you questions. Thanks for being so accessible and knowledgeable about things I don't know (or want to)!"

    —Self-Employed Bookkeeper in Iowa

  • "Thank you for all your hard work & excellent tax preparing. Also thank you for helping with my Quicken and getting it updated. I wanted to pay in full [without the discount] for all you do. You're worth it."

    —Multi-Entity Owner distributing across the U.S.

  • I can't thank you enough for your assistance with our personal & business taxes. You are truly a part of the team that keeps us heading in the right direction.

    —Restaurateurs in Central Iowa

  • "Thank you Heather! Appreciate all the ways you've helped my business thrive!"

    —Wedding Florist in Texas

  • "Thanks again for all of your support in getting my new business and taxes going!"

    —Mental Health Therapist in Central Iowa

  • Thank you!! You are always my greatest cheerleader!

    —New S-Corp Owner in Texas

If you don’t have a trusted partner like this to rely on, we should talk!

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Business owners work SO hard to bring in good (and even great!) revenue, but often don’t take home much actual money to their families. And they still have a big tax bill to figure out how to pay.

But it doesn’t have to be this way!

We can help YOU have different results! Our clients experience a marked difference, year after year.

What do we do?

  • We take a comprehensive approach to addressing your needs.

  • We help small businesses be more profitable and take home real money to their families.

  • We give business owners real-time data to run their businesses wisely.

  • We place guardrails to help curtail overspending and protect profits.

  • We help you take a regular paycheck from your business.

  • We help keep you compliant, and your employees paid.

  • We straighten out financial messes.

  • We help forecast cash flow needs and plan for them.

What does it look like?

  • You have a clear picture of your finances throughout the year to make wise decisions, not just at tax time.

  • Taking real, regular pay & profits out of your business.

  • Not missing deductions through disorganization or expenses spread across both business & personal accounts.

  • Your business isn't strapped by debt & interest payments.

  • No more big surprises come tax time. You already know the result, and it's been paid in full along the way.

  • With less stress, you are healthier and have more energy to be fully present for your clients AND your family.

  • You're able to be your best -- once again excited about pursuing new clients and new opportunities!

Sound impossible for you?

It's not. It's what we do for business owners every single day.

Sound to good to be true? It isn't.
Contact us today to find out what we can do for your business & your family!

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