Are YOU making the same mistake costing business owners thousands of dollars?

Business owners like you lose THOUSANDS of dollars every year due to accounting mistakes and tax errors. In this e-book, I'll tell you what they are doing WRONG and how you can make sure you are doing it RIGHT.

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Financial Freedom Is At Your Fingertips

A virtual firm to handle all of your tax and accounting needs

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Turn your business dreams into reality

Your business started with a dream. A dream to be your own boss, make your own rules, and build the life you always wanted. This dream most likely did not include worrying about accounting or taxes.

Luckily, we’ve got you covered. We can take care of your bookkeeping, accounting, and tax-related work while you focus on building the business of your dreams.

Experience you can count on

" I have known Kelly Rohrs for over six years in my capacity as office manager at Newman Orthodontics. Kelly‘s dedication, expertise and professionalism has made my job easier on numerous occasions. Kelly is self motivated, intelligent and successful in her field due to her love of what she does. I’m lucky to have Kelly in my court when it comes to our practice and its accounting needs! "

-Dianne F, Manager at Newman Orthodontics

Who we help

✅ Dentists

✅ Orthodontists

✅ Medical Providers

✅ Urgent Cares

✅ Service Providers

✅ Real Estate Owners

✅ Small Business Owners

✅ High-Net Worth Individuals

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How we help

Tax Preparation & PLANNING

Small business owners can benefit from a number of tax strategies. We don’t just file your taxes; we also provide comprehensive tax planning services to reduce your tax liability and proactively recommend tax-saving strategies to maximize your after-tax income throughout the year.

BOOKKEEPING & ACCOUNTING

Are tired of managing the day to day accounting or feeling as if you don’t know exactly where your business is headed? Let us take that off your plate. From bookkeeping, to payroll, to providing you with timely, accurate, and comprehensive monthly financial, we have you covered.

Business Consulting

If you’re looking for someone to strategically guide you to reach your business goals, look no further. We provide you with valuable insights into your financials, help you measure key performance indicators to keep you on track and provide the guidance & support needed so you can reach your goals.

Small business accounting

Whether you’re starting out a business or have had one a while, it can be difficult to manage the daily tasks. We will work together to implement a simple system to handle all your accounting needs.

payroll

Do you currently have employees or are you looking to hire additional employees? We can handle all of your payroll needs.

Consulting

We provide a variety of consulting to our clients, such as:

- Customized financial reports

- Quarterly reviews

- Financial and profitability coaching

How we work together

Step 1

Pick a time on my calendar and schedule a call.

Step 2

We will review prior documents and help get you organized.

Step 3

Create a customized plan based on your needs and goals.