Back to Menu
    The BIG 4 Why CPAs get fired
    We went there
    The Vault lock icon
    Level 1
    Complimentary Access
    Level 2
    Classified Full Access

    For the business owner ready to implement key strategies and concepts with the right guidance and support.

    Explore
    Is your business ready for a CPA firm that is

    Anything But Typical®?

    We’re not for everyone. Let’s see if we’re a fit.
    Tired of Typical? We're anything but.

    We are a team of CPAs who speak the language of business. Our team has experience starting, transforming and running businesses. And, we know what not to do.

    Learn More
    • 72991783_2818087691534712_7729179758121975808_o
    • SlideImage2 1
    • lunch (2)
    • top-slide 1
    • pinkbuilding 1
    • ceremony 1

    Your vision is ours

    CPA services without the surprises

    We believe a CPA firm should serve its clients by being proactive and delivering results that are tangible and make a real difference. What’s more, every fee that’s going to be charged should be presented up front. Period.

    Our passion lies in partnering with growth-oriented, private, closely held businesses who are frustrated by being stagnant and ready for lasting change in their businesses and their lives. At the end of the day, if we haven’t helped our clients increase revenue, reduce expenses, improve cash flow, avoid risk, and have a sense of peace about the direction their business is heading, we haven’t done our job.

    logo-icon

    Tax Services

    tax-home

    Auditing & Assurance

    aaa-home

    Business Strategy

    biz-strat-home

    Personal Wealth Planning

    pwp-home

    CEO/Management Team Coaching

    ceo-home

    Bookkeeping

    bookkeeping-home

    Your vision is ours

    CPA services, without the suprises

    Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

    Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore

    logo-icon

    We partner with growth-driven businesses who are tired of hiring & firing CPA firms for reasons like...

    We call these The BIG 4.

    You don’t have to settle ever again.
    big41-1
    01
    Unexpected surprises on my bill or from the IRS
    big42-1
    02
    Afraid to call for fear I’ll get billed like an attorney
    Big43-1
    03
    Fell in love with the A team but a year later all I got was the C team
    big44-1
    04
    Would love proactivity but would settle for responsiveness

    We call these, The BIG 4.

    You don’t have to settle, ever again.

    Interested in working together? Let’s see if we’re a fit.

    In short, our clients are growth-minded, tend to have some business complexity, are innovative and visionary by nature, and desire to do the right thing.

    Get in Touch

    The reason we do what we do For our amazing clients

    star

    4.7/5
    Success Rating

    Current satisfaction score based on annual, anonymous client survey

    SUCCESS STORIES

    “They have continually exceeded our expectations in terms of personal service, responsiveness, and providing personal and professional guidance beyond the terms of the relationship.”

    Andy Hilliard - Accelerance
    SUCCESS STORIES

    “We could not have stayed open through all of this if we hadn't been getting your group's advice through the weekly webinars.”

    Nicole Bonesteel - HeartBright Foundation
    SUCCESS STORIES

    “The firm has saved me over $100,000 compared to other accounting firms we’ve worked with.”

    Anonymous -

    “In-depth knowledge and overall great people; an incredible asset to our company.”

    Bill Worsley - President at Holliday Homes
    View All
    View All
    Unlocking strategy with insights

    The Vault

    We have a lot to say. That’s because everyone on our leadership team has either started, run, or turned around a business. We are CPAs now, but we look at accounting through a different lens because we’ve been right where you are now, and we love to share our insights with you. Inside The Vault are our best pieces of advice, from practical tax applications to long-term planning strategies. Podcasts, blogs, newsletters, eBooks, Q&A videos…they’re all inside.

    Atypical Insights

    The latest insights & news
    Employer Vaccine Mandate
    Employer Vaccine Mandate

    The Biden administration has announced it will order large employers – those with 100 or more...

    Continue Reading
    What The House Ways and Means Committee Tax Proposal Means for You and Your Business
    What The House Ways and Means Committee Tax Proposal Means for You and Your Business

    Earlier this week, the House Ways and Means Committee released legislative text for proposed tax...

    Continue Reading
    Retaining Employees In These Uncertain Times
    Retaining Employees In These Uncertain Times

    The potential loss of employees is weighing heavily on the minds of every business owner right...

    Continue Reading
    View all insights
    Guidance Issued on How to Appeal PPP Loan Forgiveness Rejection Letter

    If you applied for PPP loan forgiveness and were denied, don’t despair just yet. The U.S. Small...

    Continue Reading
    Guidance Issued on Payroll Tax Deferral

    After much anticipation, the IRS issued a notice late on Friday providing guidance on the payroll...

    Continue Reading
    Executive Order Delays Payroll Tax Payments

    President Donald Trump issued four memoranda on Saturday to extend relief during the coronavirus...

    Continue Reading
    View all insights

    Tired of Typical?

    Is your current CPA just “okay?”

    It doesn’t have to be this way.

     

    Let’s see if we’re a fit
    man-jump

    Stay connected.

    We have a pretty great podcast & insights that dig into issues you really care about.

    Sign up for our updates.