Full Service Firm
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.
Small Business Accounting
Bookkeeping • Bank Reconciliation • Financial Statement Preparation • Individual Consultation
QuickBooks
QuickBooks Set-up • QuickBooks Training • QuickBooks Tune-up • QuickBooks Answers •
Advisory
New Business formation • Business Valuation • Internal Controls • Audits, Reviews, and Compilations
Non-profit
Tracking Systems • Payroll • Financial Statements • 990 and 990T Prep • File Tax-exempt
Personal Financial Planning
Retirement Planning • College Planning • Estate Planning • Insurance Assessment • Investment Planning
Virtual CFO
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.
Charles M. White, CPA
Joseph A. Montgomery, CPA
Stephanie A. Abell, CPA
Industries Served
Associations • Attorneys • Consultants • Contractors • Dealerships • Dentists • eCommerce • Landlords • Physicians • Retail Stores • Restaurants • Schools • Social Service Agencies
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.
First consultation is free.
Call (270) 692-2102