We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.
We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.
Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.
Bob has been a practicing CPA in Ohio from 1993 to 2005 and currently has an Active CPA license in Ohio. The client base included 400 tax returns, monthly and annual clients including a State Highway contractor, home & remodeling contractors, retail pharmacy, restaurants, service stations, physicians, chiropractors, and manufacturing. He has also served as a regional controller for a national firm.
Bob works with clients in preparing all forms of tax returns, 1040, 1065, 1120, 1120S and will also work with the monthly and quarterly client base. He is a member of AAATP, NSA, NATP and is a Registered Tax Return Preparer with the Internal Revenue Service.
Julia began working with Bob in 2013 as a bookkeeper. Her experience as a full charge bookkeeper goes back about 3 decades. Julia enjoys helping clients have more time with their families or building their business with less time working on their bookkeeping.
Julia is a Certified QuickBooks ProAdvisor for QuickBooks Online 2016 and has worked many years on QuickBooks Desktop. She can set up and train on either format.
Julia had a thriving bookkeeping practice in Colorado where she had several full time and part time clients to complete all of their bookkeeping needs, accounts receivable, accounts payable, payroll and general accounting.