Who we are
Dane, a CPA and former audit director specializing in higher education, draws on more than a decade of experience advising for-profit and nonprofit organizations on accounting and compliance.
David, a CPA with a background in corporate tax and adult education, focuses on helping individuals and small businesses make clear, confident financial decisions.
Together, they offer clients straightforward, reliable service—helping reduce stress and simplify the financial side of life and business.
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!