We get it. Numbers aren’t your thing. We want to be your CFO.
Small Business is our passion. It's who we are and what we do.
Our passion is valuable knowledge transfer. We’re not here to fill out forms. We’re here to add value. Our advisory relationship is proactive and engaging; a robust style many new clients have never experienced. We’re able to distinguish our services because the only focus is adding value. Its really pretty simple: if our services add value to your business, then what are you out?
It's time to make your numbers mean something to you.
Trevor has been such an asset to my business. He is always thinking long term and setting my business up for growth and to achieve my goals. As a small business owner it's great to have the ability to outsource my accounting to someone I trust and who always has my best interests at heart.
Meeting with Trevor provided clarity for us in determining our next steps for growing our business. His ability to help us remove the emotions and look at the data, gave us an organized, goal oriented plan of action. Trevor's calm, supportive demeanor made us feel capable and ready to take our next steps.
Cate & Tony
We came to the firm for typical business accounting and tax service. We went through an audit and we were so thankful for the records the firm kept over the years, but most surprising to us was how much Trevor cared about us and seeing our business succeed. He consulted us as if our business was his own. It is apparent to us the value Trevor's advisory services has for our business. He has come right alongside us in strategy and planning with a true care to see us and our business succeed. He brings a valuable financial and tax critical thinking skill set that has had a direct result in the growth of our business.
Ashley & Noelle