Business Details
10 Years
experience
Trusted Accounting & Tax Services in High Point
Since our founding in 2016, we have dedicated ourselves to delivering high-quality accounting, tax, and operations support services tailored to small businesses. Our collaborative, transparent approach focuses on building lasting relationships with clients in industries ranging from technology and real estate to restaurants and professional services. With expertise drawn from Big 4 auditing, SEC reporting, and executive leadership roles, our team provides scalable solutions that grow with your business. We utilize cloud-based tools like QuickBooks Online and secure client portals to ensure full financial transparency. Our founder's 20+ years of experience across accounting, finance, and operations leadership positions us to deliver strategic insights that drive measurable results.We specialize in helping business owners navigate complex decisions through integrated tax planning, compliance support, and growth strategy advisory. Our commitment to personalized service extends to both early-stage entrepreneurs and established companies seeking operational optimization. By maintaining an active CPA license in North Carolina and adhering to rigorous professional standards, we ensure the highest quality of service delivery. Our cloud-based model allows us to serve clients nationwide while maintaining local market expertise in the Carolinas. Through every stage of business developmentfrom startup to exit strategieswe provide the data-driven insights needed to make informed, strategic decisions.
Services
Client Accounting
Tax Preparation
Business Advisory
QuickBooks Support
Operations Consulting
Tax Compliance
Financial Reporting
Payroll Services
Details
- Year established: 2016
Highlights and features
- We offer 20+ years of experience in accounting and finance leadership roles
- Our cloud-based platform provides real-time financial data access and transparency
- We specialize in integrated tax and business strategy for small businesses
- Our CPA-certified professionals adhere to the highest industry standards
- We serve diverse industries with customized, scalable financial solutions
Associations and certifications
- CPA
Services
Client Accounting
We provide scalable accounting solutions from transaction processing to controller-level services. Our cloud-based QuickBooks platform ensures real-time financial visibility for businesses at every growth stage. With CPA-certified professionals handling your financial operations, we deliver accurate reporting and strategic insights tailored to your industry requirements.
Tax Preparation
Our comprehensive tax planning covers business and personal returns with strategic optimization opportunities. We evaluate tax positions holistically to identify savings across entity structures, investment strategies, and exit plans. Our CPA-certified team stays current with evolving tax regulations to ensure compliance while maximizing allowable deductions.
Business Advisory
From startup formation to exit strategy development, we provide operational guidance across all business phases. Our advisory services cover financial modeling, compliance frameworks, and expansion planning for companies navigating growth challenges or transition opportunities.
Operations Consulting
We help businesses streamline financial operations through technology integration and process improvements. Our consultants implement systems that enhance efficiency in payroll, accounts payable/receivable, and financial reporting while maintaining compliance with accounting standards and regulatory requirements.
QuickBooks Support
Our certified ProAdvisors provide implementation, training, and ongoing support for QuickBooks Online. We help businesses maximize cloud accounting capabilities through customized chart of accounts, workflow automation, and month-end close procedures tailored to specific industry needs.
People
Jon Esser
Founder
With 20+ years in accounting leadership, Jon Esser combines CPA expertise with operational experience from SEC reporting to CFO roles. He holds accounting and ministry degrees, applying strategic financial management across technology, manufacturing, and international development sectors.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting services including bookkeeping, financial reporting, payroll processing, and controller-level support tailored to small businesses' needs.
How do your tax planning services benefit business owners?
We evaluate business and personal tax positions together to identify savings opportunities across different entity structures and help implement long-term tax-efficient strategies.
Can you help with business expansion planning?
Yes, our advisory services cover growth strategy, financial modeling, compliance frameworks, and implementation support for companies looking to expand operations.
Do you offer virtual accounting services?
We operate cloud-based platforms that provide nationwide service, allowing real-time access to financial data and secure document sharing regardless of client location.
How do you handle industry-specific accounting requirements?
With experience across technology, real estate, restaurants, and professional services, we customize solutions to meet specific regulatory and reporting standards for various industries.
What QuickBooks support do you provide?
Our certified ProAdvisors offer implementation, training, and ongoing support for QuickBooks Online, including system setup, workflow automation, and month-end close assistance.
