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.

Let Us Help:

What our Clients are saying

The two and a half years working with Charleen has been inspiring. She is a brilliant CPA and a fantastic mentor. She has always been patient with all my questions (even the out of curiosity ones), allowing me the opportunities to grow as a professional, showing me how to write the most professional client emails, having me sitting in on client meeting and so much more. She taught me great workpaper techniques that I utilize everyday and provided me with career development guidance that help me become a better CPA. I truly respect her as a professional, a mentor and a great friend.

I would highly recommend working with Charleen. She is so knowledgeable, nice, talented, friendly, positive, enthusiastic and all the other good words you can think of to describe an outstanding CPA. She cares about her client, knows Tax and Accounting like the back of her hand, she is always so patient with all my questions and so willing to help.

Charleen is a delightful person to work with and has a great sense of humor. Being a tax CPA myself, I would always respect her professional opinion and trust her with me and my husband’s tax return full heartedly if we were to need help.

Yujing Wang

Easy and great!

Yes; because she is thorough, accurate and quick.

Charleen has done our family’s tax returns for three years now. Everything has gone smoothly with the tax authorities in three states and the federal government during that period.

John C Oxenham

I enjoyed my time working with Charleen. She’s a true professional with an incredible background in education and life. I consider her skillset invaluable and appreciated working on complicated projects with her. She is down to earth and considerate in her manner to assist others in understanding tax codes and business practices.

I would absolutely recommend Charleen both personally and professionally as a business advisor, tax professional, accountant and trusted professional. She is a pleasure to work with.

She is definitely a muti-tasker and very good at it!

S. Dana Senes


How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!