Certified Public Accountants
Accounting professionals who have met state licensing requirements to earn the CPA designation through educational training, experience, and passing the CPA Exam.
QuickBooks Pro Advisors
Accountants that have been trained, tested, and recognized by Intuit as to how to leverage QuickBooks software both from technical and accounting perspectives and assist clients with implementation, training, and ongoing accounting assistance
Certified Valuation Analysts
Analysts with this certification have the most widely recognized business valuation credential, CVA’s provide capable and professionally executed valuation services.
Certified Financial Planners
These professionals are certified experts in the areas of financial planning, including income tax, estate planning, insurance, and retirement planning.
Chartered Global Management Accountants
Distinguished professionals who have advanced proficiency in finance, operations, strategy, and management.
Certified Exit Planning Advisors
These professionals are certified financial professionals who advise business owners on how to effectively sell or transition their business in the most tax-efficient manner.
Proud Members Of
Professionals who represent taxpayers before the IRS by passing a three-part comprehensive IRS test. Enrolled Agent status is the highest credential the IRS awards.
We are always interested in working with professionals who share our core values. Let us know if you’re interested in joining our team.