Wouldn’t it be nice to know where you’re going?
You wear many hats—are you drowning in bookkeeping while you work so hard on your business?
You are outgrowing your small-business shoes. Do you have an accounting partner to help prepare for the next level?
Do you have a partner that has helped businesses, like yours, start and grow confidently?
We Help You Lead With Your Numbers
You started with a big idea.
And before you know it, you are running a business—one that has the mind-boggling & time-sucking details about cash flow and taxes that keep you from doing what you love.
We are a team of certified and experienced CPAs, accountants and bookkeepers in West Linn, Oregon. But there is more to us than numbers—we are also business owners, professionals, and parents who appreciate the challenges of balancing business and family.
So, in serving individuals, small businesses, medium and enterprise organizations locally and nationwide, we always add generous doses of kindness to expert bookkeeping and tax services.
For over a decade, we’ve helped business owners clean up and organize their books and taxes so they can focus on the big picture.
Our Promise to You
Brains & Heart
Personalized tax advice from experts who listen while guiding you.
Clarity & Guidance
Jargon-free guidance about your taxes and how you can max your refund.
Peace of Mind
100% accuracy, clarity and confidence in your taxes so you have peace of mind.
Support for Your Growing Business
For New Businesses
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For new businesses, we advise on entity formation, implement QuickBooks, and consult on best practices to support financial security and growth goals.
For Ongoing Businesses
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For ongoing businesses with messy books and/or taxes, we clean up and organize your books & returns and reset business habits so you can grow confidently.
Fast-Growing Businesses
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Fast-growing businesses looking for scale-up support benefit from us managing their books, providing cash flow projections and tax guidance to fuel their upward trajectory.
Not seeing something you need?
Call (503) 657.6055 or fill this form to explore additional solutions.
Frequently Asked Questions
Have more questions?
Call (503) 657.6055 or use our contact form to get answers.
How Can We Get Started?
Request a Consult
Call (503) 657.6055 or use our Contact Form to schedule a free, 30-min no-obligation consult. We’d love to learn about your personal and/or business goals and concerns.
Choose a Customized Service
After the initial consultation, we will help you pick a customized service that gives you the highest value from our work together.
Enjoy The Results
Your dedicated consultant will guide you through your customized plan so you feel clear and confident about your numbers.
Business Hours
Monday - Thursday 9 am - 4 pm PST
BY APPOINTMENT ONLY
*Hours may vary during tax planning and filing season. Extended consulting hours are available for qualifying clients.