Do you know what services are profitable for your business, and are you sure?
We can do it with you or for you. Here’s how it works:
We’ll partner with your existing staff.
If you already have someone handling your bookkeeping, we come in monthly or quarterly to make sure everything is up to par.
We handle everything for you.
With our full-service option, you can (almost literally) stuff everything in an envelope and send it our way, and we’ll take it from there.
We’ve partnered with people just like you to help build their secure financial futures – so you can focus on what’s important.
Having grown up among entrepreneurs, self-starters, and way-makers, it was only natural that Tricia Davis became all of those things and more. Her grandfathers on both sides had their own businesses, her father and aunt, and eventually her mother started businesses and all flourished. Being around innovation and business nurtured Tricia’s early interest in organization, in making sense of numbers, and in making things balance.