Business Details
20 Years
experience
Your Trusted Partner for Accounting Solutions in Phoenix
Founded in 2006, our firm specializes in providing comprehensive accounting services tailored to the unique needs of startups, small businesses, and growing enterprises. With a focus on accuracy, forecasting, and strategic growth, we offer tax preparation, bookkeeping, financial consulting, and QuickBooks ProAdvisor support. Our team prioritizes on-site client engagement to develop customized solutions that ensure audit-proof financial systems. Backed by decades of combined experience, including 16 years at a traditional accounting firm, we deliver actionable insights that transform financial data into strategic advantages.Our commitment to continuous education ensures compliance with evolving tax laws while maintaining rigorous internal controls. We measure success through our clients' ability to make informed decisions, secure financing, and achieve sustainable growth. Our approach combines technical expertise with personalized service, offering flexible engagement models from full-service accounting to staff training programs. This methodology has helped businesses recover from financial distress, optimize tax liabilities, and implement robust financial reporting systems.
Services
Tax Preparation
Bookkeeping
Financial Consulting
QuickBooks ProAdvisor
Audit-Proofing
Business Analysis
Budget Preparation
Tax Planning
Accounting Systems Setup
Financial Forecasting
Details
- Year established: 2006
Highlights and features
- We offer 16+ years of specialized expertise in small business accounting
- Our on-site consultations provide unique business insights through direct observation
- Proven success in recovering businesses from financial distress
- QuickBooks ProAdvisor certification ensures optimal software implementation
- We implement continuous staff training programs for client independence
Associations and certifications
- QuickBooks ProAdvisor
What people say
Accurate financial reporting
Expert tax guidance
QuickBooks ProAdvisor expertise
Personalized service approach
Proven business growth impact
Services
Tax Preparation
Comprehensive tax preparation for businesses and individuals, including strategic planning to minimize liabilities. Our CPA-led team ensures compliance with federal and state regulations while identifying legitimate deductions. We specialize in complex tax situations and audit preparation for businesses ranging from startups to $12M revenue enterprises.
Bookkeeping
Accurate, real-time bookkeeping services with customizable reporting frequencies. We implement and maintain systems for bill payment, invoicing, bank reconciliation, and sales tax preparation. Our approach combines software automation with human oversight to ensure error-free financial tracking that supports informed business decisions.
QuickBooks ProAdvisor
Expert QuickBooks implementation and optimization services, including system setup, staff training, and ongoing support. We customize software configurations to match business workflows and provide troubleshooting assistance. Our ProAdvisor certification ensures clients maximize the platform's capabilities for financial management and reporting.
Financial Forecasting
Strategic forecasting services that analyze revenue trends, expense patterns, and cash flow requirements. We develop customized budgeting frameworks and growth models that help businesses anticipate needs and evaluate expansion opportunities. Our forecasts incorporate industry-specific benchmarks and historical performance data.
Audit-Proofing
Specialized audit preparation services that ensure financial records withstand regulatory scrutiny. We conduct internal reviews, implement control systems, and verify documentation trails. Our proactive approach has resulted in multiple 'No Change' IRS audit outcomes by maintaining meticulously reconciled accounting records throughout the year.
People
Wanda E. O'Malley
Accountant
Founder with 16 years at traditional accounting firms, CPA since 1989, Magna Cum Laude graduate from University of Akron. Specializes in helping growing businesses through financial guidance and system implementation.
Cinthya Garcia
Staff Accountant
Magna Cum Laude graduate from Grand Canyon University, specializes in year-round client collaboration for data-driven decisions. Focuses on small business accounting systems and financial analysis.
Stacia Coffey
Staff Accountant
Cum Laude graduate from Grand Canyon University, expert in quarterly financial reporting and business process analysis. Combines client work with internal firm administration to provide comprehensive accounting solutions.
Questions
What accounting services do you specialize in?
We specialize in tax preparation, bookkeeping, financial forecasting, QuickBooks implementation, and audit-proofing for growing businesses.
How can you help with QuickBooks accounting software?
As QuickBooks ProAdvisors, we offer system setup, staff training, process optimization, and troubleshooting to maximize your software investment.
Do you work with businesses outside Phoenix?
While based in Phoenix, we serve clients statewide through a combination of on-site visits and virtual consultations.
How do you handle tax audit preparation?
We implement rigorous record-keeping systems and conduct quarterly reviews to ensure audit-ready financial documentation year-round.
What experience do you have with small businesses?
Our team has over 20 years combined experience serving startups and growing businesses, including success stories transforming financial distress into stability.
