Margaret Vance, CPA
Managing partner · Advisory
Margaret leads the advisory work and sits in every October planning meeting. She will tell you plainly when something is not worth doing.
Home / Team
You work with a partner.
Every client has a named partner and a named bookkeeper. They are the people who answer when you write.
The people on your account
Daniel Hartwell, CPA
Partner · Tax
Daniel reviews every return before it is filed and handles correspondence with the IRS and the State of Ohio.
Priya Okafor
Bookkeeping lead
Priya runs the monthly close and writes the one-page report. She is who you email about a transaction.
Sam Lindqvist
Payroll specialist
Sam runs payroll, sets up new hires and prepares the year-end forms.
The people on this page are invented for the concept. A real firm would show photographs here.
Start with a conversation, not a contract.
The first meeting is free and takes about forty minutes. You leave knowing what we would change, whether or not you hire us.
First
We talk
Your business, your current setup, and what has been going wrong.
Then
We review
We read last year's return and your current books, and tell you what we find.
Finally
You decide
A written proposal with a flat monthly fee. No pressure and no follow-up calls.