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

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

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

Amazing!! Prompt in answering questions and available when needed. Explained the process throughly to reduce confusion.

Yes- knowledgeable. She can take care of personal taxes as well as business taxes. She has handled our tax needs for years including multi state without fail.

The ease of working with Charleen has been unmatched in my 30 years of preparing and submitting taxes.

Brian K.


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!