A Personalized CPA Relationship is about Much More than Achieving Mere Compliance.
— Kristin Krauskopf, CPA


Working with a select group of small businesses that operate primarily in service-based sectors, our overall purpose is to improve your quality of life and generate the income to support it. From looking at your current financial standing, listening to the challenges you face and honing in on the aspirations you want to achieve, we help you:

  • Generate the amount of income you want from your business.
  • Minimize taxes.
  • Set goals and benchmarks to evaluate success.
  • Achieve personal goals.
  • Overcome business and financial challenges.
  • Create a customized plan for success and outline a roadmap of how to get there.

Customers hire your company because you’re great at what you do. It’s unreasonable to expect you to also wear the hats of marketer, accountant, financial advisor and business strategist, unless those are areas you’ve been trained in. That’s why we’re here.