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Specialties
Tax Preparation for Individuals and businesses with complex situations. QuickBooks Pro-Advisor for 20 plus years. 33 years of experience. General business consultation, tax planning. Niche practice is Law Firms.
History
Established in 1993.
We partner with you and build relationships to genuinely engage with you and your business. A CPA since 1982, we have the education, expertise and experience to handle your complicated individual and business tax, bookkeeping and accounting issues. 2 years of Big 4 auditing and 10 years in various financial positions in Corporate America give me an expansive skill set for assisting businesses understand their financial statements, develop best practices, resolve problems. I have a wide range of experience outside of public accounting that allows me to engage with my business clients from a different perspective given my auditing, business planning, competitive planning and CFO experience. I like helping businesses become more successful by building a long-term relationship and knowing more about running a business that just bookkeeping and tax returns.
Meet the Business Owner
Tricia O.
Business Owner
BSBA from the University of North Carolina at Chapel Hill
MBA from Regis University
Certified Public Accountant since 1982
Columnist with The Denver Business Journal for 10 years between 1993 and 2003. Founder of column «Small Business Matters»