Your financial boat needs to stay afloat

Achieving Balance in Business

Financial Ease of Mind

We help service-based business owners stay financially organized” We answer tax related questions, and we solve problems. Click on our Schedule a discovery call today.



Our company specializes in accounting and tax preparation services. We are based in Palm Coast, Florida. Our reach goes beyond our territory by offering virtual services.

Welcome to our website!

This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.

Why choose us?

  • Our focus is you and meeting your needs.
  • We strive to maintain a relationship based on trust, likeability, and approachability.
  • We want to earn the right for you to refer us to your friends and family.
  • We are affordable, experienced, and friendly.

Helping Small Business Owners

  • We categorize income and expenses and reconcile bank and credit card accounts monthly.
  • We assist business owners with any questions early on during the year wisely planning for tax season.
  • Relevant financial reports are prepared to make sure company goals are on target and to address any cash flow issues early on before matters get worse allowing time to make necessary corrections to avoid disaster.
  • The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.