We are a unique CPA firm with the mission to serve entrepreneurs for total success in their family, business, and social contribution.
We focus on creating fundamental, comprehensive, lasting solutions with our strategic, systematic, and proactive approach to tax and financial planning and accounting services for entrepreneurial businesses and organizations.
- AI Accounting in the Cloud - We use the most cutting-edge AI assisted accounting applications in the cloud that can automate up to 90% of the accounting, payroll and tax work.
- Proactive Auditing - Traditional year end audit is disruptive, costly, and creates little value. Proactive auditing supports you in building up your organization capacity and monitor your financial reporting on a monthly basis, reducing the year end stress of sampling.
- Proactive Tax and Financial Planning - Proactive is the key when it comes to financial and tax planning. By empowering you with cloud based, real time financials, together we can collaborate easily and plan proactively.
- Strategic Growth - Good accountants are strategic business thinkers who help you plan and create your financial story - your strategic business growth story, which includes business models, stock ownership, compensation plan, IPO etc. We work as your CFO and your quarterback to work with all your internal and external teams to fulfill your goals.
We empower entrepreneurs to succeed in family, business, and legacy with clarity, confidence, and capability through strategic, systematic, and proactive planning and implementation.