Carter Lance, CPA

Partner

I’ve been a CPA for over eight years and have worked with single member businesses to multi-national corporations. Through my experience, I’ve noticed that small business owners are severely underserved.

Having owned several small businesses, I understand the pains that come with ‘being the owner’- wearing multiple hats, the hiring, the firing, ensuring day-to-day operations are met; all while maintaining the vision…

Yet the reward of creating a successful small business outweighs them all.

The tricky part is then shifting your focus to become proactive about other things- like taxes. You shouldn’t have to avoid looking at the financials, nor should you dread tax season. You just need a plan. And that’s exactly what we will create for you.

Grow your business with financial clarity

We provide small business owners with the accounting services and tax strategies they need to make confident business decisions.

Bookkeeping

Save hours every week when you let us handle your books.

Tax Planning

Implement a plan to take advantage of tax strategies.

CFO

Your year-round financial partner.