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Specialties
Financial coaching for small businesses and individuals. Tax and accounting services.
History
Established in 2009.
Created to serve the needs of the small business owner and individuals.
Meet the Business Owner
Teri H.
Business Owner
CPA with over 25 years experience helping clients pay only the taxes they legally need to pay. Over 5 years experience in Financial coaching. After personally experiencing the Great Recession, I use the lessons I’ve learned, and the expertise of others, to help clients get on solid financial footing. Not only do they get out of debt, but they plan for retirement and build wealth for future generations.