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ACCOUNTING · TAX · ADVISORY

A clearer picture.
A confident next step.

Financial expertise and a personal partnership for the business you’re building, from day-to-day accounting to proactive tax strategy.

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HOW WE HELP

Your numbers. Your goals. One connected team.

Bookkeeping and Accounting

Bookkeeping is more than just keeping records. It’s the foundation for making informed business decisions. Our meticulous bookkeeping services ensure your financial data is accurate and up-to-date, giving you the clarity to act decisively and focus on growth without worrying about the details.

Tax Planning & Advice

Our tax services are focused on turning compliance into opportunity. We don’t just file your taxes; we proactively work with you throughout the year to create strategies that minimize liabilities, maximize savings and allow you to reinvest in your business. Our approach ensures tax season is stress-free and strategically advantageous.

Advisory Services

We provide proactive guidance that helps small businesses make strategic decisions with confidence. Our advisory services include cash flow planning, forecasting and strategic consulting, tailored to support your specific goals. With our help, you can anticipate challenges, seize opportunities and create a clear path to growth.

SUPPORT THAT FITS

The right partnership for your business.

Strategic Partnership

Fuel your growth with tailored solutions

For businesses ready for more robust strategic help, including tax projections, cash flow management and advanced support.

  • Weekly transaction management
  • AR/AP management
  • Payroll processing
  • Monthly reporting and advisory
  • Cash flow management
  • Business & personal tax planning recommendations
  • Monthly strategic planning
  • Custom support tailored to your needs
Let’s talk

Growth Navigation

Everything you need to run your business

For growing businesses that want day-to-day accounting plus guidance, clean books, AR/AP management, quarterly planning and proactive tax estimates.

  • Weekly transaction management
  • Monthly reporting and advisory
  • Cash flow management
  • Business & personal tax planning recommendations
  • Quarterly strategic planning
Let’s talk

Peace of Mind

Optimize processes. Stay compliant.

For small businesses looking for additional support to stay compliant.

  • Quarterly transaction categorization, reconciliations and financial reports
  • Monthly reviews
  • Knowledge transfer on any topic
  • Advisor available for ad hoc questions
Let’s talk

YOUR FOUNDERS

Experienced people. Personal attention.

More than 40 years of combined financial expertise, and you work directly with the people responsible for it.

Nicole Nickell, EA

Nicole Nickell, EA

Managing Partner

Nicole leads tax strategy and advisory, helping owners plan proactively instead of reacting at filing time.

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Colleen Kamolnik

Colleen Kamolnik

Managing Partner

Colleen leads accounting and client relationships, keeping your numbers clear, current and useful.

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FROM THE BLOG

Insights for growing businesses.

View all articles
Laptop displaying a 13-week cash forecast dashboard with weekly cash balances and Q4 planning details

Cash flowSep 28, 2026 · 6 min read

How to Create a 13-Week Cash Forecast in 5 Steps

A 13-week cash forecast gives you a clearer view of what is coming. It helps you spot a potential cash crunch before it hits, giving you time to collect outstanding invoices, adjust spending or arrange financing.

Read article
LET’S CONNECT

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