Meet Your New Partners in Making Your Business Succeed.

 
 

Our Services

We build strategies, systems, and structures to help clients maintain accurate records, meet current financial obligations, comply with tax reporting requirements, plan for the future, and maximize wealth accumulation.

Recent Posts

Avoid These 7 Common Money Mistakes
September 10, 2025

Managing money well isn’t just about what you do right—it’s also about avoiding the wrong moves.

Writing a Business Plan That Lenders Will Respect
September 2, 2025

Writing a business plan is more than checking a box before meeting with a lender—it’s your chance to prove you understand your business from every angle.

Over 50 With No Retirement Savings?: What To Do
August 28, 2025

Reaching your fifties with little or no retirement savings can feel unsettling, especially when the retirement finish line seems to be approaching at full speed.

Bouncing Back After Financial Catastrophe
August 20, 2025

A financial catastrophe doesn’t always come with a warning. A job loss, medical crisis, divorce, lawsuit, or business failure can unravel years of progress in a matter of months.

7 Benefits of Working With One CPA For Life
August 12, 2025

Financial advice is everywhere—apps, podcasts, social media, even coworkers offering “what worked for them.” But when it comes to navigating taxes, long-term planning, and business decisions,

 

About Us

Our relationships with clients extend beyond financial recordkeeping and reporting. We understand the dynamics that affect their personal and professional lives. We listen to their goals and dreams. We work collaboratively to develop plans that transform ambitions into reality.

Melinda Handy, CPA


Industries Served

Consultants • Contractors • Dentists • Farmers • Hairdressers • Landlords • Physicians • Retail Stores • Restaurants

Let's Start Talking

Let's discuss your situation so that we may understand your objectives and determine whether we have the ability to provide service and value.

Call (541) 744-0000