​​Professionalism:  We take pride in our work, its accuracy, presentation, and clarity.

Integrity:  Our clients' names and finances are kept confidential at all times. We recognize the trust that our clients have placed in us and strive to honor that.

Expertise:  We bring years of experience with us: in every industry, with every business size, on multiple financial software platforms. 

Curiosity:  Technology, tax laws, and reporting requirements are changing constantly. We are always learning. If we do not know the answers, we will find out.

Understanding:  In an age when out-sourcing and automated phone systems are part of our economy, we desire to be local, accessible, and compassionate. We see ourselves as an extension of our clients' companies and an integral part of their success.


375 Morgan Lane #208, ​West Haven, CT


Clients and employees come to us for a lot of different reasons, but they stay with us for the same things.