About our practice
Twenty years of helping local businesses and families get their finances in order.
How we started
We began as a two-person office above a hardware store. Our first clients were neighbors who needed help making sense of their paperwork.
Today we work with small businesses, freelancers, and families across the region, but the approach hasn't changed: listen first, explain clearly, and do what we say we'll do.
The people you'll work with
Alex Morgan
Principal. Tax planning and business strategy.
Jordan Lee
Senior accountant. Bookkeeping and year-end accounts.
Sam Okafor
Advisor. Budgets, cash flow, and planning for growth.
Want to meet us?
Stop by the office or book a call at a time that suits you.