Sound financial strategies for business owners who want to thrive

Our Promise to You

Avoid Stress

Save Money

Reduce Risk

Peace of mind that’s worth its
weight in gold

There’s so much more to running a successful business than just tax preparation. With financial decisions that can make or break your company at every turn, having a trustworthy financial guide is vital to the continued success of your business.

Leave the work to our
team and we’ll help you:

  • Maximize your tax deductions using smart ideas
  • Make the right financial decision for the right reason
  • Find the tax strategy and entity type that work for you
  • Guide your business down the right path, even in tough times

Who we work with

Our success lies in helping established industries in the following industries:

Service-Based Businesses 

Plumbers, Electricians, Transportation, Consulting, Advertising & More

Professional Services

Chiropractors, Dentists, Orthodontists, Architects, Engineers  & More

Construction Industry

All Industry Types, including: Builders, Commercial Landscapers, Window Installers & More

Real Estate Investors

Apartment Building Owners, Commercial Building Owners, Land Developers & More

If that sounds like your business, learn more about how we can help you.

3 steps to less stress & better
business finances

We Talk

Schedule a time to connect and talk about what you want for your business and see if we’re a good fit for each other.


We Strategize

We take a look at the full picture and identify what’s working and what’s not and create a plan to get where you want to be.


You Thrive

Pass on all your financial  and tax worries to our team and enjoy less stress, more time and more success with your business.


Sound good? Let’s talk.

Why will you love working
with Lynn and her team?

We listen... then we take care of business.

It’s frustrating trying to navigate the changing landscape of tax and financial strategies for your business all alone.

That’s why our team takes the stress completely off your plate. You don’t just get tax advice and preparation — you also get all the benefits of having an on-call fractional CFO who works with you to guide your business to success.

One all-inclusive, peace of mind package
for all your needs

Learn more about how we can make life easier for you.

What our clients have to say about
working with us