Business Details
11 Years
experience
Trusted CPA Services for Small Businesses in Overland Park, KS
Founded in 2015, our firm builds upon decades of combined experience from our lead professionals. We specialize in providing comprehensive accounting, tax, and financial advisory services tailored to small and midsize businesses. Our team of certified public accountants and financial experts brings deep industry knowledge, having served in executive roles across diverse sectors including technology, healthcare, and manufacturing. We prioritize personalized service, investing time to understand each client's unique needs and developing customized strategies to enhance profitability and operational efficiency. Our expertise extends to complex tax planning, business succession strategies, and financial systems optimization.With a commitment to integrity and excellence, we act as trusted partners, helping clients navigate financial challenges while maintaining compliance with evolving regulations. Our use of advanced accounting technologies ensures accurate, secure, and timely delivery of services. Client testimonials consistently highlight our responsiveness, technical proficiency, and ability to deliver actionable financial insights. We serve both business and individual clients, offering services ranging from day-to-day bookkeeping to strategic financial planning. Our community involvement and professional affiliations further demonstrate our dedication to ethical standards and continuous professional development.
Services
Tax Preparation
Financial Planning
Payroll Services
Business Advisory
Audit Support
Estate Planning
Inventory Management
Fractional CFO
Technology Accounting
Family Office Services
Details
- Year established: 2015
Highlights and features
- We offer 30+ years of combined experience in corporate finance and public accounting.
- Our team includes CPAs with executive-level experience in diverse industries.
- We provide personalized service with a focus on strategic financial planning.
- Our expertise includes complex tax compliance and business succession planning.
- We utilize advanced accounting technologies for secure and efficient service delivery.
Associations and certifications
- CPA
- CGMA
What people say
Tremendous advisors
Highly recommend
Invaluable
Responsive communication
Expertise paid off
Services
Tax Preparation
We provide comprehensive tax preparation services for businesses and individuals, ensuring compliance with federal, state, and local regulations. Our team specializes in optimizing tax strategies to minimize liabilities while maximizing refunds. With expertise in corporate, partnership, and individual tax returns, we handle complex filings for clients across diverse industries.
Financial Planning
Our financial planning services focus on creating tailored strategies for business growth and personal wealth management. We assist with budgeting, cash flow analysis, and long-term financial goal setting. By analyzing current financial status and market trends, we develop actionable plans to enhance profitability and financial stability for both businesses and individuals.
Business Advisory
We offer expert business advisory services covering entity selection, succession planning, and operational efficiency improvements. Our team provides guidance on financial systems implementation, merger and acquisition strategies, and banking relationship optimization. With hands-on experience in corporate finance, we help businesses navigate complex financial decisions and regulatory requirements.
Payroll Services
Our payroll services ensure accurate and timely processing of employee compensation, tax withholdings, and regulatory filings. We handle payroll tax compliance, W-2 preparation, and integration with accounting systems. By maintaining up-to-date knowledge of employment tax laws, we help businesses avoid penalties while streamlining payroll operations.
Fractional CFO
We provide fractional CFO services for businesses needing executive-level financial expertise without full-time employment. Our professionals offer strategic financial planning, capital structure advice, and performance metric development. With backgrounds as former corporate CFOs, we deliver high-impact financial leadership for companies undergoing growth, restructuring, or complex financial challenges.
People
Douglas L. Freeman
Owner/CPA
Former CFO with 30+ years of experience in public accounting and corporate finance. Specializes in business strategy and tax planning. Licensed CPA and CGMA with expertise in technology and manufacturing sectors.
Kelly T. Davis
CPA
30-year CPA veteran with experience in corporate finance and tax strategy. Former CFO of mail order and publishing businesses. Licensed in Kansas and Missouri with expertise in business growth and financial systems implementation.
Rita Jan
CPA
Experienced auditor with background in financial reporting and tax preparation. Former Pricewaterhouse professional with expertise in audit, review, and compilation reports. Specializes in serving small business clients with comprehensive accounting solutions.
Debbie Davis
Business Development Director
Marketing and sales professional with healthcare industry experience. Manages client relationships and community engagement. Active in local chambers and charitable organizations, focusing on strategic business development partnerships.
Natalie Freeman
Bookkeeper
Finance professional with background in corporate accounting and nonprofit volunteer work. Handles financial analysis and bookkeeping operations. Combines technical expertise with client-focused service delivery in support of business clients.
Questions
What accounting services do you offer for small businesses?
We provide financial statement preparation, payroll processing, accounting software implementation, and month-end closing support tailored to small business needs.
How can you help with tax planning for business owners?
Our tax planning services include entity selection, income tax strategies, and compliance solutions to optimize tax positions while maintaining regulatory compliance.
Do you work with clients outside the Kansas City area?
Yes, we serve clients throughout the Midwest and provide virtual services for businesses requiring remote accounting and advisory support.
What experience do you have with technology companies?
Our team has extensive experience supporting technology startups and established firms with specialized accounting, equity instrument management, and growth strategy consulting.
How do you handle complex financial situations?
We specialize in resolving accounting discrepancies, implementing financial systems, and providing fractional CFO services for businesses facing complex financial challenges.
What sets your firm apart from other accounting practices?
Our combination of executive-level experience, personalized service, and industry-specific expertise delivers unique value for small business clients seeking strategic financial partners.
