About Us

Mission Statement: An all inclusive accounting and business firm building businesses and indviduals one investment at a time!

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.

Professionalism

Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.

Responsiveness

Our firm is responsive and through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.

Quality

Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions.  We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.


Consider us an extension of your office!

Hours of Operation: 9:00 AM to 5:00 PM (EST) Monday- Friday

Get To Know Us


Anna Schmid

Anna Schmid

Certified Public Accountant

Elise Green

Elise Green

Human Resources Coordinator

Emelyn Realda

Emelyn Realda

Certified Bookkeeper

Joan Alano

Joan Alano

Administrative Assistant

Kalanie Petersen

Kalanie Petersen

Director of Client Services

Lilly Martinez

Lilly Martinez

Certified Public Accountant

July 2022
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