For Small Businesses


Your business’ profitability and operational efficiency are at the center of your business’ success!

Our experience, resources, and attention to detail make our accounting services second-to-none. As an experienced accounting team, we look forward to the opportunity to help transform your business’ financials as we work with you to establish short- and long-term strategies for growth and profitability.

Working with us and enlisting our business services could make all the difference!

Whether you need help starting a business, cleaning up your bookkeeping, setting up QuickBooks, handling payroll, or you crave some much-needed business coaching or other strategic consulting, we have been doing this for years, and stay on top of all of the new regulations to help you take the most advantage possible. Legally, and ethically — and profitably.

We work with our clients in a relational way to help them experience the financial success they desire — whether the business is just an idea, relatively new, or a well-established entity. Whether small, large, or in need of some special attention, we have the experience you need so that you can focus on what your business does best.

What our Clients are saying

I had my own CPA practice of 20 some professionals for over 35 years. I was privileged to have Charleen work with me for several years. She handled our most complicated clients, heavily involved in difficult real estate transactions among other industries. She was able to ‘connect the dots’ and make sense out of chaos.

I would heartily recommend Charleen for any project.

She is one of the smartest and astute CPA’s I ever worked with during my career.

Mike Radakovich

I enjoyed working with Charleen. She is a very knowledgeable CPA, hard working, responsive, and a pleasure to work with. I worked with her on tax planning and tax return preparation for many clients and was very pleased with her work product.

Yes. For the reasons mentioned above.

Charleen is excellent with QuickBooks.

Larry Winningham

Charleen was a great mentor to me while working at Winningham Becker & Co. She always had an answer and went above and beyond to explain the issue.

Charleen is always on top of her game. She sees the big picture and advocates for you as if your business is her own.

Charleen is very approachable, dependable and results-oriented.

Julia Shumskaya


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