Educated Financials for
Small but Mighty Businesses
Monthly financials with a focus on profit, goal setting, and growth strategy to support your business beyond the books.
Your One-Stop Accounting + Financial Strategy Shop
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ACCOUNTING
Professional Accounting at a fraction of the cost of an in-house hire. Explore our quarterly and monthly packages.
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PROFIT STRATEGY
Your partner in driving accurate, actionable financial insights for your business, so you can make informed decisions.
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TAX
We partner with a local CPA to deliver thorough, informed tax support to local businesses on a quarterly basis.

Industries We Love to Serve
Our clients span industries from clean energy development, to medical and vet clinics, to local coffee shops.
Renewable Energy Developers
Energy and Utility Providers
Medical, Dental, and Veterinary Offices
Small Business and Start Ups
Proudly Serving Small Businesses Nationwide
Ready for strategic solutions catered to your needs?
No jargon, no confusing reports. Just honest advice, clean books, and a team that understands what it's like to build something from the ground up.
Not sure where to start? Book a free 30-minute consult and we’ll walk through where you are, where you want to go, and how we can help.
Our Commitment
Educated Financials for Informed Decision Making
Being in partnership with us means a two-sided commitment to understanding your financials, and leveraging them to help you make better decisions for your business.
With personalized attention and care, we join forces to educate, guide, and build a path to success for your business.
Our Team
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STEVEN DAVIS, MPAcc
CFO | Managing Partner
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DREW STROTHER
COO | Managing Partner
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SAVANNA DESANTIS
Senior Accountant
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ALLI MEASER, MBA
Staff Accountant