About Us

Who We Are

  

While our firm is relatively new to the New Jersey Area, we are not new to finance. Our company was officially established in Michigan in 2008 and moved to New Jersey in 2016, finally settling the whole operation in Westville, NJ in June of 2017. 


Our firm has a combined 18 years of experience in accounting, financial consulting, and cash flow management. Our special focus on exceptional, around the clock customer support along with our dedication to developing and attaining YOUR financial goals is what really sets us apart. The goal from day one has always been to establish core values, such as accountability, integrity, honesty, and dependability.  


 We are here to both help simplify and personalize the manner in which you reach your financial goals. 

Unique Partnership

We have an amazing partnership with Intuit & QuickBooks to provide cash flow management as a service anywhere, at anytime. This financial service partnership allows us as an accounting & bookkeeping firm to stay on top of innovation and advances, and gives our clients the peace of mind to know that they can be supported virtually with any questions or situation. 

We provide all of our clients a partnership that will enable them to focus on the growth of their business. We are committed to helping you succeed in your business, personal, and financial goals.  What sets us apart from other solutions is our special focus on exceptional, around the clock customer support along with our dedication to developing and attaining YOUR financial goals. 


Contact Us

Schedule your FREE strategy session today!