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About Us

It is about being at our best so our clients can be at their best. – Daniel Cook, Founder

Managing your finances can seem as daunting as hiking to the summit of a mountain. Often, you find there are many paths; many twists, turns, ups and downs. The question becomes what path to take. We thrive on helping our clients navigate that path.

We map out customized plans to help you achieve your financial goals and feel confident in your financial future. With over 20 years of experience, our expert team draws from a wealth of resources in our experienced staff and through our partnership with Summit Wealth Group.  Our staff and affiliates include experts in accounting, tax preparation, tax planning, small business management, dental accounting, insurance, personal financial management and retirement planning.  This holistic approach sets us apart in the accounting industry, and ultimately gives our clients unparalleled service.

Our multi-discipline approach includes one other major component:  You!  Just consider us your trail guides, walking beside you to help you navigate through complex business and personal financial and accounting matters.

We take client involvement to the next level with secure online portals to send and receive financial information, as well as communicate with our team virtually.  Each client receives a virtual file cabinet to access all reports, information, and forms.  We have structured our services to give our clients unlimited access, personalized progress reviews, and excellence in customer service.

Though our start was originally in accounting, today we offer much, much more. The result is greater profitability for your business and more personal financial security.  We take ownership in the financial success of each of our clients. Your success truly is our success!