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POSSIBILITY

We’ve made it our mission to go beyond what our clients expect and what our profession requires. The success of your business is personal to us and we’re committed to helping you achieve and exceed your vision and goals. You’ll notice the difference from your very first conversation with us.

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PARTNERSHIP

We want to get to know you and your business. We are a team of people dedicated to bringing value to your organization throughout the entire year – not just at tax time. Yes, we’re great with numbers, but we’re also ready to partner with you on planning, leadership, and overall business strategy.

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PROBLEM SOLVING

Business growth is exciting, but it also brings with it financial complexities. With nearly 40 years of experience with companies both large and small across the country, we’re not afraid to tackle the tough subjects and look deeper. From mergers to transitions to tax time we’re here to help you stabilize, grow, and maximize profits.

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Everything Counts

We bring you the best possible solutions for the growth and prosperity of your business.

1500

Clients

35

Services

10

Years of Experience

20

Free Lunches

About us

Accounting. Business Planning. Management Consulting.

We take care of everything

It’s what we do, but not who we are. We are a team of communicators, advocates, and strategists – ready to help you identify challenges and maximize business opportunities.

Our Founder, LB Carlson, believed that the key to a successful CPA and business consulting firm was going beyond “just the numbers and the taxes” to provide services that help businesses achieve their greatest goals. His vision still guides us today.

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Latest News

We deliver true results, focusing on strategic decisions and practical
actions tailored to our clients' unique strengths.

5 ways to take action on accounts receivable

5 ways to take action on accounts receivable

  • July 15, 2021
  • by LB Carlson
  • No Comments

No matter the size or shape of a business, one really can’t overstate the importance of sound accounts receivable policies and procedures. Without a strong and steady inflow of cash, even the most wildly successful company will likely stumble and could even collapse. If your collections aren’t as efficient as you’d like, consider these five ways to improve them.

QuickBooks Online or QuickBooks Desktop – Which one should you be using?

QuickBooks Online or QuickBooks Desktop – Which one should you be using?

  • July 13, 2021
  • by LB Carlson
  • No Comments

Are you just starting your business? Maybe you received the notice that QuickBooks Desktop/Intuit payroll will be retired after this year and wondering what your options are. Do you currently have QuickBooks Desktop and are wishing you could have multiple people access the data from other than your computer?

Here come the child tax credit payments: What you need to know

Here come the child tax credit payments: What you need to know

  • June 30, 2021
  • by LB Carlson
  • No Comments

The first advance payments under the temporarily expanded child tax credit (CTC) will begin to arrive for nearly 39 million households in mid-July 2021 — unless, that is, they opt out. Most eligible families won’t need to do anything to receive the payments, but you need to understand the implications and why advance payments might not make sense for your household even if you qualify for them.