Founded in 2015

Numbers have always meant more than just balance sheets and tax returns — they tell the story of every business and individual we serve.

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It all began in 2015, when our founder, Jason Sarkis, noticed a gap in the market: small to mid-sized businesses were often overlooked by large accounting firms, charged high fees, yet they deserved the same level of strategic insight and financial clarity.

With a passion for helping entrepreneurs succeed and a vision for delivering more than just compliance services, Jason set out to build a firm that would do things differently.

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While our team has expanded and our tools have evolved, our mission has stayed the same: to provide clear, proactive financial guidance that helps our clients thrive.

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What sets us apart isn't just our expertise — it's our approach. We believe accounting should be personal, practical, forward-thinking and low cost.

Whether it's helping a startup navigate its first tax season, advising a family business through succession planning, or implementing systems for growth-stage companies, we treat every client’s business like it’s our own.

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Today, we’re proud to be more than accountants. We’re advisors, partners, and sometimes even problem-solvers in the middle of the night.

We know your success is our success — and that’s the story we’re most proud to tell.​​