Business Details
20 Years
experience
Trusted Accounting and Tax Services in Roanoke, VA
Founded in 2006, our firm revolutionized accounting by prioritizing client relationships over numbers. We specialize in tailored bookkeeping, tax preparation, and financial coaching for diverse industries including nonprofits, creative sectors, and construction. Our team combines 20+ years of expertise with innovative tools like QuickBooks ProAdvisor certification to deliver fraud protection plans and strategic business guidance.Unlike traditional firms, we emphasize accessibility and personalized service, offering movie production accounting and cryptocurrency tax solutions. Our approach merges technical mastery with practical advice, helping clients transform financial challenges into growth opportunities while maintaining compliance with evolving tax laws.
Services
Tax Preparation
Bookkeeping
Payroll Services
Fraud Protection
Business Consulting
Cryptocurrency Taxation
Movie Production Accounting
Software Training
Tax Planning
Financial Coaching
Details
- Year established: 2006
Highlights and features
- 20+ years of combined experience in forensic and business accounting
- Personalized financial coaching and strategic business guidance
- Specialized services for niche industries including movie production
- Proven fraud protection plans tailored to small businesses
- QuickBooks ProAdvisor certification for seamless software integration
Associations and certifications
- CPAPlus Network
- QuickBooks ProAdvisor
- National Association of Tax Professionals
What people say
Proactive style of solutions
Extremely efficient and personable
Creative marketing ideas
Peace of mind with taxes
Fun to work with
Services
Tax Preparation
Comprehensive tax preparation services for individuals and businesses, including complex returns for specialized industries. Our expertise covers evolving tax laws, energy credit documentation, and electronic filing requirements. We implement systematic processes to maximize deductions while ensuring compliance with IRS regulations and deadlines.
Bookkeeping
Accurate bookkeeping solutions with customizable reporting frequencies. We maintain organized financial records using modern accounting software, providing real-time insights into business performance. Our services include accounts payable/receivable management, financial statement preparation, and year-end close support.
Fraud Protection
Customized fraud prevention plans with internal control implementation. We conduct risk assessments to identify vulnerabilities and establish safeguarding procedures tailored to business operations. Our approach combines forensic accounting principles with practical controls to protect business assets and maintain financial integrity.
Business Consulting
Strategic business consulting focused on financial growth and operational efficiency. We offer budgeting assistance, cash flow analysis, and business planning services. Our consulting approach combines accounting expertise with practical business advice to help owners make informed financial decisions.
Software Training
Hands-on accounting software training for QuickBooks and other platforms. We provide customized setup, workflow optimization, and user training to improve financial management capabilities. Our sessions focus on practical implementation and ongoing support for effective software utilization.
People
Kim White
Founder / Accounting Guru
20+ year accounting professional with a Master's in Forensic Accounting. Developed innovative client-focused approach combining technical expertise with business coaching. Specializes in tax strategy, fraud prevention, and creative financial solutions for diverse industries.
Kelsey Ginn
Accounting Manager
Certified QuickBooks specialist with leadership experience from Virginia Tech's Corps of Cadets. Manages bookkeeping operations and payroll services while maintaining commitment to client satisfaction. Brings organizational excellence and technical proficiency to accounting processes.
Questions
What tax services do you offer for small businesses?
We provide comprehensive business tax preparation, payroll tax filings, and year-round tax planning with specialized expertise in niche industries.
Do you handle cryptocurrency tax reporting?
Yes, we offer specialized cryptocurrency tax services including transaction tracking, capital gains calculations, and IRS compliance documentation.
How do you differ from traditional accounting firms?
We combine technical expertise with business coaching, emphasizing proactive financial strategy and personalized service over automated number crunching.
What software platforms do you support?
We specialize in QuickBooks with ProAdvisor certification and offer training/setup for various accounting software platforms.
Do you offer fraud protection services?
Yes, we develop customized fraud protection plans with internal controls tailored to small business operations and risk profiles.
What are your tax season deadlines?
For timely filing, we require personal tax documents by March 1 and business returns by February 15 to avoid extensions.
