Advice and guides to help improve your finances!

Our Mission

Financial partners to businesses and business owners. Our target market is mature stage business owners who are considering or should be considering how to convert the value of their business into real wealth that can sustain them through retirement.

Corporate Finance

As experienced accountants and tax practitioners we have seen many businesses face growing pains. We are able to assist business owners recognize when these pains may arise and help fend them off through proper financing strategies and access to debt finance. We can also assist with business start up, business planning and exit planning

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Accredited Business Valuer

As an accredited and independent business valuer we are able to establish realistic valuations for your business as a starting point to a meaningful exit strategy.

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Financial planner

We consider both your business strategy and personal needs to develop a financial plan that is personalized and realistic, and we track your progress and help you stay on plan to meet your goals.

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Investment Advisor

Our investment professionals are bound to your best interests and will design an investment profile appropriate to your needs and risk profile.

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Some Interesting Facts About Us

We deliver only premium quality comprehensive financial services to our clients. This is one of the highest priorities of our company.

Over 300 small businesses and individual clients
$4,000,000 Successfully committed to Debt Refinancing
Years as an Accounting professional

What Our Clients Think

We have enjoyed working with Craig over the last few years, he is courteous and respectful and very knowledgeable. We like to consider him a good friend.

Mitzi W

If you are seeking someone to assist you with your CPA needs, Craig is your final destination.

Kenny W

Extremely knowledgeable and great to work with. Would highly recommend.

Pam K

Craig is a fantastic CPA for any small business that wants a professional. I’ve referred several of my clients to him for valuations and tax work.

Todd S

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Manage Your Account

You can use the client portal to manage your account, or use the button below to pay your invoices

ORDERS – Request a service and view status of orders

INVOICES – View history and pay bills online

APPOINTMENTS – View schedule and make appointments

MY INFO – View documents (files) and update personal information

Go to the Client Portal Portal Help & Support