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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.

Explore the Possibilities

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.

Partner with Us

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.

Let Us Help You

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.

4 red flags of an unreliable budget

4 red flags of an unreliable budget

  • November 18, 2021
  • by LB Carlson
  • No Comments

Every business should prepare an annual budget. Creating a comprehensive, realistic spending plan allows you to identify potential shortages of cash, possible constraints on your capacity to fulfill strategic objectives, and other threats. Whether you’ve already put together a 2022 budget or still need to get on that before year end, here are four red flags to watch out for:

Don’t forget to factor 2022 cost-of-living adjustments into your year-end tax planning

Don’t forget to factor 2022 cost-of-living adjustments into your year-end tax planning

  • November 14, 2021
  • by LB Carlson
  • No Comments

The IRS recently issued its 2022 cost-of-living adjustments for more than 60 tax provisions. With inflation up significantly this year, mainly due to the COVID-19 pandemic, many amounts increased considerably over 2021 amounts. As you implement 2021 year-end tax planning strategies, be sure to take these 2022 adjustments into account.