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

Charleen is great to work with. She is quick, efficient and accurate and follows up when she needs additional information.

I would definitely recommend working with Charleen. She has a vast amount of accounting, tax and QuickBooks knowledge. She is able to solve problems and always meets deadlines.

I have worked with Charleen for many years – as coworkers and as an outside consultant – and it has always been a pleasure.

Sheri Domke

Charleen was incredibly helpful with my taxes. Not only did she respond quickly, she gave me thorough advice about how to calculate deductions and lower my overall tax bill. Plus, her rates are incredibly reasonable.

Yes! She didn’t make me feel like an idiot when it came to trying to understand the nuances of freelance taxes and she was easily accessible.

Will be back next year!

Sonia Weiser


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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!