Who We Are
As a boutique CPA firm, we provide accounting and advisory services to small to midsize businesses and entrepreneurs in professional service industries and government contractors. We work with our clients to help them understand their financial data for sound decision-making and business growth. Our goal is to provide lasting solutions fit for your specific needs.
Our Vision
Our vision is to relieve the accounting pain for STEM-centric small businesses by being an indispensable financial advisor to those seeking strategic accounting.
Our Mission
Our mission is to provide consistent financial insight to growth-oriented small businesses who perform services on STEM-focused contracts. Our approach involves selective client acquisition; dedication to accuracy, integrity, and communication; emphasis on timeliness and quality of results; and providing not only historical reporting but delivering forwardthinking guidance.
To Achieve This, Our Philosophy Is:
Emphasize accuracy, integrity, proactivity, and communication
Build a diverse and enthusiastic team of qualified staff
Increase planning and oversight of client projects to provide quality service in a timely manner without infringing on staff personal time.
Offer services to growth-oriented clients who possess a high level of integrity and value our services.
Assist clients in reaching their maximum potential by open communications and teamwork.
Assist staff in reaching their maximum potential through mentoring, professional development and encouraging a high level of professional competence.
Our Values
Our values guide us in how we conduct business. Values shape the relationships we have with our clients, the relationships our team members have with each other, and our commitment to having a reputation that provides a positive outcome.
Mutually beneficial client selection
Results-driven
Exceeding professional standards
Exceptional Communication
STEM-focused advice
Early adoption of technology
Diversity of thought & ideas
Work-life segregation
Team-driven focus
Our History
