About Us

Our Values

We want to provide you with an opportunity to get to know our staff as well as our firm's values before you meet with us. The following pages give you an idea of what we're all about.

Our core values include teamwork, honesty and accountability while having FUN. We are not your average boring accounting firm, we are a little QUIRKY.

We service practices from solo practitioners to multi-location DSOs. Our largest client has 21 locations and our smallest are stand alone practices. We can handle a wide variety of organizations.

Experience

We started as a result of working with various small businesses. We quickly discovered that many didn't know how to read or understand what their financial information was telling them. They also didn't comprehend how to use that information to grow while increasing profitability.

Our associates have been working in the accounting industry for 30 years with the past 5 years being in the dental industry. Michelle Lee holds a bachelor degree in accounting and MBA in finance. She has held the titles of Director of Finance, CFO and controller in business ranging from a city municipality to medical to veterinary.

Additional staff have backgrounds in marketing, programming, health and dental accounting. Special projects staff have dug in and figured out the PPP related needs of our dental clients and most recently has taken on ERC projects saving our clients tens of thousands of dollars.

We specialize in small business accounting through QuickBooks online. We also work with Sage Intacct and NetSuite.

Consistency

Our competitors talk about disrupting the industry but who wants that?. We, like you, want business partners we can count on who understand the value they bring and how to maximize that value.

We don't want to disrupt or break anything. WE FIX THINGS. This makes your business decisions easier because we provide you accurate data and better information to plan for the future.

The only thing we are disrupting is the idea that your accounting firm needs to be local. COVID has taught us that the best services are not always local and we strive to provide the very best services to your business no matter where you are located.

Accounting, She Wrote

We love mysteries. We are big "Murder, She Wrote" and Agatha Christie fans. We continue to foster our love of mysteries. People talk about accounting being boring but we see accounting as a mystery that needs to be solved. There are always new details, new opportunities and new riddles. Being able to combine all these details together to tell the story of your past and future through analysis, KPI, forecasts and budgets. Check out our Blog.

MANAGEMENT Career Summary

Michelle Lee

Michelle has extensive experience from junior level responsibilities to upper leadership positions. She has completed all the required CPA experience and education. Areas of experience include: A/R, credit & collections, A/P, general ledger, month-end close, financial statements, annual budgeting and forecasting, external audit management, statistical analysis of financial information, fraud and loss prevention, complex account reconciliation and accruals, inventory management, payroll processing, and benefits and human resources administration.

Michelle has been working in accounting for 30 years, five years being in the health service related industries. She holds a bachelor’s degree in Accounting and an MBA in Finance. She has held the titles of Director of Finance, CFO, and Controller in businesses ranging from a city municipality to construction to Veterinary.

Staff Skills and Experience

30 years accounting experience, including multi-company accounting. Five years experience with annual external audits. 15 years budget, financial reporting, month-end close and cash-flow management, human resources and payroll experience for up to 250 employees, payroll reporting and tax filing, A/R and A/P management, collections, cash management payment processing. Five years cost accounting and three years manufacturing accounting. Two years fraud and loss prevention management.
15 years experience in sales and customer service training.
20 years computer experience with spreadsheets, desktop publishing, networking, database management, point of sale software, ERP systems, and e-commerce site and web construction. Computer programs include Expensify, ERP systems, QuickBooks, Sage Intacct, Word, Excel, Outlook, FrontPage, Publisher, PowerPoint, Adobe Photoshop, Salesforce, FilemakerPro, and various industry specific software.
Industry Experience: Dental accounting, international shipping, logistics and forwarding services, government and not-for-profit, manufacturing and wholesale distribution, retail and e-commerce, restaurant and hospitality, natural health and supplements, construction, insurance, banking, mortgage, music production, medical billing and coding, insurance claims, medical accounting, human resources, payroll, and real estate rentals.
We specialize in small business accounting through QuickBooks online. We also work with Sage Intacct and NetSuite.