Advisory Services
Our philosophy is to establish long-term relationships with our clients. We aren’t just box-fillers or robots. We are a professional organization and hold ourselves and our clients to a higher standard. We want our clients to be knowledgeable about the accounting and taxation issues they face in running their businesses. That is why we provide all of our new business clients with a series of educational presentations, one-on-one, that are tailored to each individual client’s business.

Advisory topics include:
- Understanding basic financial statements
- Determining your effective and marginal tax rate
- Being knowledgeable about which expenses are deductible and those that are not
- Ensuring proper documentation and retention for your protection
We tailor advisory services for the client’s need.
Our Advisory Services also include, but are not limited to consultative analysis and training on:
- QuickBooks Setup and use
- Entity Structure Selection
- Safeguarding Assets/Internal Control
- Financial Statement Analysis
Give us a call today to help you tailor our services to fit your business needs!
Our Reputation
Specialized Company
We specialize in audit, accounting and taxes for individuals, companies, non-profit entities, and homeowner's associations.
Dependable Services
We are known for a straightforward personal approach and customized solutions to meet the evolving issues clients face.
Licensed & Insured
AICPA Members
QuickBooks
INTUIT
Certified Pro-Advisor
8 CPAs and 2 EAs on staff
Reputable Company
We are part of the successor to a long established local accounting firm which has served its clients in Prescott for more than 35 years.
We service all of Yavapai County including Prescott, Prescott Valley, Dewey, Chino Valley, Verde Valley, Flagstaff and Sedona.