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Making Sense of Dollars & Cents


We know you. You’re a doctor or lawyer who is tired of the big practice and you want to wind down to a few days a week, but you need someone to pay the vendors, pay the staff and mind the checkbook. We do that.

You run a small real estate empire consisting of a strip center, a few corner lots and half-a-dozen houses. For one reason or another, you realize that financial controls mean more than knowing where the checkbook is located, but you’re not sure what needs to be done. We do that.

You retired to south Florida and have some rental properties scattered around the country.  You take a hands-on approach to your financial affairs and want someone local with whom to work. We do that.

You’ve recently become single and you’re trying to figure out how to make a family budget, but you just don’t know where to start. We do that.

When it comes to working with us, you can do as little or as much accounting as you want. If all you want is to be presented with sign-off sheet and a few reports, we can do that. If you want to sit with us on a quarterly basis to review what you’ve done, we can do that, too. Just know that in the end, we will make sense of your dollars and cents.

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