About Us

Mission & Background

What sets us apart is our commitment to building lasting relationships rather than simply completing transactions. We take the time to understand each client’s goals and tailor our services to meet their unique needs. Whether it’s managing monthly bookkeeping, reconciling QuickBooks Online accounts, preparing tax returns, or providing fractional finance support, our focus is on delivering responsive, dependable service with integrity.

Our business is backed by years of experience in the accounting and financial services industry, serving individuals, small businesses, and nonprofit organizations. Our expertise includes bookkeeping, financial reporting, QuickBooks Online monthly reconciliations, tax preparation, nonprofit financial management, and Form 990 preparation. This broad experience allows us to provide practical solutions that help clients remain organized, compliant, and financially confident.

Our Services

Tax Preparation & Planning

Jakub Żerdzicki

Bookkeeping & QuickBooks Reconciliation

Kelly Sikkema

Fractional Finance & Nonprofit Reporting