CPA | MBA
A true partner to you and your business
I am deeply passionate about partnering with business owners to empower them with financial information most relevant to their business in a way that will maximize profits and minimize tax liability. The simplest way to describe my mission as I partner with your business is to fulfill the CFO role for your business. I will oversee and be involved in any and all accounting and finance activities as much as you want me to be. My main purpose for your business is to provide clean complete accounting and bookkeeping that creates clear visibility into the performance of your business which will help you navigate through the toughest times and maximize the growing times. The culmination of my life experiences has given me a unique combination of skill sets that offer maximum value to the businesses I partner with. Outsource your accounting to me and have peace of mind.
We are centrally based in Oklahoma City and while we have easy access to the metro area we have the ability to service clients over the whole metro area (such as Mustang, Yukon, Edmond, Moore, Norman, Piedmont, Nichols Hills, Bethany) as well as all over the country since everything we offer can be done remotely. We are able to do this because we utilize the latest cloud technology and software. QuickBooks Online is the platform we run everything off of because it is far superior in functionality, security and integration with other apps to anything else available. Whether I am acting as a bookkeeper, accountant, CPA, CFO or payroll specialist for you it can all be done cloud-based. And if you are local and want to meet in person I'll be more than happy to come visit you. You won't find many bookkeepers willing to do that.
Our services include complete end-to-end bookkeeping & accounting, acting as the business’s outsourced accounting department and providing financials as well as handle all tax needs (tax returns, payroll tax filings, sales & use tax, and others). We can also offer any of our services individually for just the functions your business requires.
Make your tax appointment now or message us to contact you.
We will only be taking a limited amount of tax clients for a temporary period of time. Contact or schedule your appointment now to reserve your spot. Let our expert and friendly staff work hard for you to maximize your deductions. Every return is reviewed by a CPA.
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Or give us a call (see contact info at bottom of page).