Category: Point of View

Are you a great leader?

Written by: Tina Powell, CPA According to Allan Koltin, CPA in a recent article in the June 2013 Journal of Accountancy, there are 10 C’s of Great Leaders. Competitive Spirit – start every day with a “will win” attitude.  It’s...

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Written by: Annette Clark, CPA Having just returned from Israel and in particular Bethlehem, I have a new sense of freedom and respect for our country and the privileges we have.  I can get in my car and drive most anywhere I...

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Inflation and Deflation

Written by: Michael E. Harter, CPA/PFS, CFP® More often than not you hear talk about inflation in our business news.    However, deflation is a real possibility in today’s economy.   Deflation is a decrease in the general price...

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Meet Our Team

Annette Annetee Clark "Does your CPA speak your language? I enjoy solving accounting problems and helping my clients understand the processes they need to minimize such problems."

--Annette Clark
Bethany Bethany Disel "Have questions about your account or statement? My focus is customer service and helping clients execute investment transactions."

--Bethany LeViere
Heayther Cooper "Is Payroll giving you a headache? I am here to take the confusion out of payroll and make it simple for you."

--Heayther Cooper
Heather Heather Graham "Do you need to know what your business is worth? As a CVA I handle everything from estates to divorce to mergers and acquisitions. Count on me for prompt and professional service."

--Heather Graham
Jennifer Jennifer Wentworth "Too time-consuming to make a trip into our office for help? I can save you time and money by using technology to remotely fix problems or just answer questions."

--Jennifer Wentworth
Gene Gene Smith "Want more than just tax preparation? I have always told prospective clients that most anyone can provide accounting and tax services from a compliance perspective. Good CPAs provide tax saving strategies and other business insights to increase profitability."

--Gene Smith
Keith "Does your business need financial direction? I will help you understand your financial reports and set reasonable expectations, both of which are key to making sound business decisions."

--Keith Frame
Keith Frame
Tina Tina Powel "Getting stuck in QuickBooks? I can get you unstuck, and help you learn the software to run your business more effectively."

--Tina Powell
Sara "Tax season got you stressed? I am here to help get you through tax packets and documents, so you can walk away with the weight off of your shoulders."

--Sara Brubaker
Anna Anna Philbert "New to accounting or not sure what questions to ask? I understand those anxieties and am happy to answer your questions and put your concerns to rest."

--Anna Philbert
Shawn Shawn Theisen "Perplexed by tax documents? I am here to answer questions and help you understand the forms, packets of information and required payments our CPAs calculate for you."

--Shawn Theisen
Zach Tanya "Need help with your small business payroll? Let me take the hassle and complexity off your plate and add convenience and confidentiality to an important process"

--Tanya Abell
Tanya Zach Simon "As a QuickBooks Certified Pro advisor, I have experience setting up client files and configuring reports to make running and monitoring your business simple and efficient."

-- Zach Simon
Jeremy JEREMY KERN "Overwhelmed by retirement-related decision making? Let me help you understand all the investment and planning opportunities that are within your reach and right for your circumstances."

--Jeremy Kern

MT. PLEASANT (989) 772-1209 MIDLAND (989) 631-9500