Personal approach. At our firm, we have a thorough understanding of both the financial and operational aspects of your business while also taking into account your personal financial state. As a result, we are able to offer customized, strategic and proactive advice and services that will help you anticipate challenges before they occur and identify emerging opportunities


Familiar Faces. When you partner with us, you can expect personal attention and communication with people you know. Senior management stays continuously involved in the details and is available to you as the engagement progresses.


Comparable Business Model: We know and understand small businesses because we are one! We understand the opportunities and challenges faced by small businesses, which is a distinct advantage to our small business clients.


A True Relationship: It is our goal to develop strong and lasting relationships. As trusted advisors, we have your best interests at heart and want to see you succeed.

What Should I Look for in a CPA?


License:  Make sure the accountant you choose is a licensed CPA. A CPA license requires education, knowledge, and expertise. CPAs must fulfill annual continuing education requirements and continuously abide by a code of professional ethics.


Services:  Understand all of the services provided by the CPA you are considering and find a CPA who not only reports financial results, but can help in planning for the future.


​Membership: Make sure the CPA you are considering is a member of the appropriate state and national organizations. Membership and active participation in professional groups provide access to education, networking, and other valuable tools that enhance their knowledge and indicate a dedication to quality.

Certified Public Accountant


Small Firm.

Big Benefits.

At our firm, we have a thorough understanding of both the financial and operational aspects of your business, while also taking into account your personal financial state. As a result, we are able to offer customized, strategic, and proactive advice and services that will help you anticipate challenges before they occur and identify emerging opportunities.

Robert J. Logreco, CPA