I'm proud to call Central Oregon home. My family has been in Central Oregon since 1997 and I've experienced firsthand the influence and support local individual, business and nonprofits foster. I live in Bend with my spouse, Cindy. Two weeks after graduating from the University of Oregon College of Business with a Bachelor of Science in Accounting, I started full time in the public accounting profession with a large Oregon based firm.
After 11 positive and productive years with one firm, I decided a firm partnership wasn't the direction I wanted to take my career. I wanted more face time with clients, not less. I no longer wanted billable hour budgets and profit margins to determine the success of a relationship. Lastly, I wanted to be strategic in my practice development.
After 11 positive and productive years with one firm, I decided a firm partnership wasn't the direction I wanted to take my career. I wanted more face time with clients, not less. I no longer wanted billable hour budgets and profit margins to determine the success of a relationship. Lastly, I wanted to be strategic in my practice development.
Services
Providing in depth nonprofit accounting knowledge and experience to social service nonprofits, Federally Qualified Health Centers (FHQC) and Behavioral Health providers through financial statement assurance, reporting, and Controller services. Creating comprehensive statements of financial position, activities, cash flow, and functional expenses.
We offer specialized accounting services to healthcare practices & providers, to assist in reducing operational costs, increasing profits, and saving time, allowing their practice to function more easily and optimally. Keeping you & your practice up to date on all compliance requirements related to your specialty.
Whether your focus is on property management, development, investing, or if you're a real estate broker or agent, we're here to help you navigate all your tax and accounting needs. Helping you make the most sound decision for your real estate properties today, and in the long run, including: tax deferral & minimization strategies.
We understand the time constraints small business owner's face, and are here to alleviate the burden of navigating tax preparations. We believe in a partnership that allows us to fully understand your businesses' needs, months before tax season. Full range bookkeeping services for small businesses, saving you time and hassle come tax season.
Navigating the nuances of new tax laws and requirements is a common struggle individual's face when handling their own accounting needs. We offer personalized financial planning & tax services to give you a clear path towards your financial goals. Assistance planning budgets and cash flow, so you can reach your financial goals, for yourself and your loved ones.
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