"working together to create a better tomorrow"

Money Management

Thoughtful Planning Often Takes a Backseat to Life

Learn more

Tax Services

Every Tax Season Arrives Sooner Than We Would Like

Learn more

Accounting Services

Saving the World Through Peace, Goodwill and Reconciliations…

Learn more

Counseling Services

We See Your Potential, and Invest in Your Future!

Learn more

Tailored Solutions...

For individuals:
The future starts today, not tomorrow. Life happens as they say, requiring individuals to understand how their personal decisions impact planning considerations. Similar to economic events which move markets, so won't life events influence your financial plans? Which is why we offer dedicated support backed by a decision-making process enabling longer-term benefits to be optimized while shorter-term issues are minimized.

Most individuals pass through four financially significant stages as they age. Income levels, spending patterns, family situations and areas of financial concern, while not exactly predictable, tend to follow this pattern. What’s right when you start working may change as you start a family. What’s good for you at the peak of your career will likely change when you retire? That said... as you walk, skip or run through life, we'll assist, in creating that better tomorrow!

For businesses:
We provide custom CPA led solutions and advice. We help clients identify problems, remove obstacles and set goals. Every business is unique, no cookie-cutter approach here. We offer bookkeeping, tax and advisory solutions, even employee educational services as unique as the clients we serve. In an ever-changing business landscape, it’s absolutely imperative to stay ahead of the curve and, even more paramount, to remain as adaptable as possible. Don’t let your business fall behind, keep yourself relevant.

Are you a bookkeeper needing CPA Advisory or  Enrolled Agent Support...?

Joining a professional network is one of the best options to consider when seeking to increase exposure. The "Abacus Professional Services Network" is a free solution offering...

Visibility... increase your exposure, be it to fellow members or to others outside the network
Referrals... network associations often receive inquiries. A network can connect potential customers with members 
Credibility... membership in a network association offers professional acceptance
Dedicated Platform... when Marketing and CRM support are available, it's easier to grow your practice
Promotion... referencing network affiliations when self-promoting can reinforce interest in your services
Access to Resources and Information... a network affiliation can provide you with a number of quality resources or services. Often this becomes a unique selling point for any organization. Not to mention the increased credibility as we keep you informed, involved and connected when you coordinate further assistance on behalf of your clients from a broader menu of services, plus so much more... to learn more, go to the "Job Board" and review the "Bookkeeper Affiliate" announcement