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 worked with Charleen at a CPA firm and I was impressed with both her accounting knowledge and her ability to explain accounting issues to non-accountants. She is hard working and dedicated to her clients.

I would highly recommend Charleen. She is a very knowledgeable and thorough accountant and she’ll go beyond your typical accountant to make sure you understand your business and personal finances.

In addition to Charleen’s accounting skills, she is very personable and thinks outside the box!

Pam Bower

The course is well designed and presented in clear and understandable terms!

Charleen’s course is packed with information and she is helpful in guiding you towards options that fit your situation best!

One, Charleen is awesome! Very patient and really does make accounting accessible. I am not a numbers person, and I got a ton of knowledge about accounting for our business from this course!

The amount of accounting know how in Charleen’s head is amazing! She is very patient and clear with her guidance and instruction. It is great to work with someone who really gets the ins and outs and is relatable and accepting of what you bring with you as far as financial knowledge. She has been a godsend for our business in helping us sort out what benefits us the most in how we approach our finances!

Anna Sihon

I found Charleen after letting my tax problems spiral out of control for years. By the time I met her, it was so convoluted I could barely explain my issues and was on the verge of losing my house. Charleen sifted through piles of financial information and spent nearly a year sorting out my mess. In the end, I was able to keep my house and even received a huge refund from the IRS from previously held tax refunds. The outcome so far exceeded my expectations, and she was such a pleasure to work with! Communicative, helpful, creative— and non-judgemental which was so impressive!!

Highly recommend! Years after my initial tax snafu, Charleen is still the only person to do my taxes. I have recommended friends and family to her as well- all have been thrilled to work with her!

Thank you Charleen!!!!

Molly O’Leary


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!