We’ve made it our mission to go beyond what our clients expect and what our profession requires. The success of your business is personal to us and we’re committed to helping you achieve and exceed your vision and goals. You’ll notice the difference from your very first conversation with us.
We want to get to know you and your business. We are a team of people dedicated to bringing value to your organization throughout the entire year – not just at tax time. Yes, we’re great with numbers, but we’re also ready to partner with you on planning, leadership, and overall business strategy.
Business growth is exciting, but it also brings with it financial complexities. With nearly 40 years of experience with companies both large and small across the country, we’re not afraid to tackle the tough subjects and look deeper. From mergers to transitions to tax time we’re here to help you stabilize, grow, and maximize profits.
We bring you the best possible solutions for the growth and prosperity of your business.
We take care of everything
It’s what we do, but not who we are. We are a team of communicators, advocates, and strategists – ready to help you identify challenges and maximize business opportunities.
Our Founder, LB Carlson, believed that the key to a successful CPA and business consulting firm was going beyond “just the numbers and the taxes” to provide services that help businesses achieve their greatest goals. His vision still guides us today.
We deliver true results, focusing on strategic decisions and practical
actions tailored to our clients' unique strengths.
Many manufacturer owners may have a ballpark idea of their company’s value. But a professional valuation is essential if you’re considering selling your manufacturing business. You also may need one if you’re applying for a loan, seeking other financing, drafting…
Success in business is often measured in profitability — and that’s hard to argue with. However, liquidity is critical to reaching the point where a company can consistently turn a profit. Even if you pile up sales to the sky, your…
To help ensure continued stability and profitability, businesses need to engage in some form of strategic planning. A recent survey by insurance giant Travelers drives home this point. In its 2024 CFO Study: A Travelers Special Report, the insurer surveyed 610…
