We love what we do and we have fun while we work. Yep, we are not your typical accountants and tax experts and we are proud of it!
We are committed to providing our clients with solutions and tools that work, as well as guidance every step of the way. Technology plays a very important role helping us help our clients move forward and stay on track.
We understand managing a business is no easy task. Staying current on technology is key for our small and medium size business owners but it is also difficult. We help our clients get control of their accounting systems, streamline processes, stay current with their taxes and plan for their futures. We believe it is our role to help our clients keep things as simple as possible. Our process is simple:
- Get organized
- Move forward, and
- Stay on track.
We are also committed to being there for you. We know it is difficult to talk to accountants. We have heard more horror stories than you can image. Our clients are not just a name our system. They are real people who we care about.
Our fearless leader knows every single client by name and even knows their voices when they call. Crazy (we know) and our clients love it!
Now let’s move on to our leader. Drum roll please…
We’d like you to meet Anita Delventhal, EA, ATA, ATP, our CEO.
She is our visionary, accounting and tax guru with over 32 years in this crazy industry. Her credentials (and years of service in this industry) our quite impressive. She is a:
- Graduate of Oakland University located in Rochester, MI.
- Enrolled Agent (EA)
- Accredited Tax Advisor (ATA)
- Accredited Tax Preparer (ATP)
- QuickBooks Certified ProAdvisor
- Top Financial Advisor on nerdwallet.com
- Monthly contributor to the Lake Orion Review
We want you to know, she really knows her stuff.