about us

We love watching our Clients' businesses grow, seeing them crush their financial goals, and giving them peace of mind when it comes to their bookkeeping. We truly consider it an honor to work with our clients. 

Schedule your free consultation to learn more.


Cathi has a B.S. in Accounting from the University of Alabama. She has over 25 years of accounting experience including roles as a Senior Internal Auditor and Multi-Site Controller for a large, international manufacturing company. 

She left corporate life in California and opened an award-winning arts and crafts shop in Florida. Her experience as an accountant, retail shop owner, and small business consultant gives her a unique perspective and provides her clients with an unparalleled, multi-faceted approach to understanding and getting comfortable with their financials.

In addition to her love for numers and accounting, she enjoys traveling, drawing & painting, and knitting.


Dan received his B.S. in Accounting from the University of Cincinnati. He has over 30 years of accounting experience including roles as Director of Accounting and Regional Controller. He has worked in corporate accounting specializing in accounting and operating systems conversions. 

He's also got experience as a royalty compliance auditor, as well as personal finance and tax preparation. He is an Excel wizard and loves digging into the details when doing financial analysis.

When he's not crunching numbers, Dan enjoys coaching softball, playing golf, and traveling.

What our clients say about us...

"OMG this is perfect! Thank you so much. You have given me so much clarity - you have no idea, it's like a huge weight has been lifted off my shoulders."

Lisa, client since 2010

"We just had our meeting with our CPA and it went great! She was so impressed with our bookkeeping. Thank you, thank you, thank you!" 

Kerry, Client since 2022

"After doing our own books for years, it has been 100% worth every penny to have you take over our monthly bookkeeping. We truly can't thank you enough."

Jade, Client Since 2015

"Thank you so much for our business plan, everything looks great. We look foward to working with you as our new adventure comes to life!"

Carol, client since 2017

"Choosing you guys is hands down, one of the best business decisions we've made."

CHris, Client Since 2020