To manage all aspects of client bookkeeping for 60-70 clients and approximately 10 tax only clients at year end.  Deliver the Core Passion to our clients and the team and live the Core Values


Core Passion:

Enhance the lives of our client and team. We do this by providing financial information, clarity, and peace of mind to small businesses


                                 Core Values:                             

   Do What It Takes



Friendly & Fulfilled



  • Process monthly bookkeeping and meet 90% of deadlines 
  • Build relationship and foster regular communication with clients 
  • Retain 90% of existing clients (controllable) 
  • 100% MCC (6 projects per year)


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