About Us

We utilize a collaborative team approach. Our team is CPA-led, and each client is served by a dedicated accountant, supported by experienced managers, senior accountants, and staff accountants. We understand that our clients need to focus on serving their mission while running their organization and maximizing their impact with limited resources. Because we recognize the demands of managing and growing nonprofit organizations, we strive to provide the support you need to achieve your organization’s goals. We promote clear and consistent communication. We are purpose-driven in delivering cost-effective solutions that provide the best reporting tools, advice, and insights to help you on your path.

Our team shares unshakeable core values. We believe in balancing the meaningful work we do with the elements of life that inspire joy. We are truly grateful to the clients who entrust us with the responsibility of providing accurate and meaningful reports. We take the time to understand and truly listen to our clients, ensuring we propose the best solutions for both day-to-day needs and unique challenges your organization may face. We promote open and proactive communication, adjusting as needed to serve each client and our fellow team members with grace. Working alongside our mission-minded, passionate clients, we’re inspired to match their energy through the services we provide.

Our CPA-led team is deeply committed to supporting the financial health and strategic goals of nonprofit organizations. Through personalized service, comprehensive accounting solutions, and a dedication to understanding each client’s unique needs, we strive to be more than just accountants. We aim to be trusted partners in your mission. In fact, we cherish the opportunity to work alongside those who make a significant impact, and it is our passion that drives us to excel in everything we do for you. We love what we do, and it shows.