Business Details
Your Trusted CPA Partner in Littleton, CO
We are a full-service CPA firm licensed in Colorado, dedicated to providing strategic accounting and advisory services for business owners, executives, and independent professionals. Our approach extends beyond compliance, focusing on building true partnerships with clients to address complex challenges and drive long-term success. With decades of combined experience, our team of certified professionals offers expertise in tax planning, business strategy, financial management, and new business formation.We prioritize personalized service, leveraging our deep understanding of evolving tax codes and industry-specific needs to deliver actionable insights. Our commitment to excellence is reflected in our rigorous review processes, use of advanced technology, and a client-centric philosophy that emphasizes transparency, collaboration, and proactive problem-solving.
Services
Advisory Services
Bank Financing
Strategic Business Planning
New Business Formation
Strategic Tax Services
Part-Time CFO
Payroll Management
Financial Reporting
Highlights and features
- We offer advisory services beyond standard compliance work.
- Our team includes CPAs with decades of industry experience.
- We prioritize personalized, partnership-driven client relationships.
- We implement rigorous tax return review processes.
- We provide strategic guidance for business formation and growth.
Services
Advisory Services
Our advisory services provide ongoing financial guidance to help businesses make informed decisions. We offer strategic planning, cash flow management, and operational analysis to improve profitability. Our team works closely with clients to develop customized solutions that align with their long-term goals.
Strategic Tax Services
We deliver proactive tax strategies to minimize liabilities while ensuring compliance. Our services include year-round tax planning, return preparation, and audit support. We focus on identifying deductions and credits to maximize after-tax income for individuals and businesses.
New Business Formation
We guide entrepreneurs through the business formation process, from entity selection to regulatory compliance. Our services include business plan development, accounting system setup, and licensing assistance. We help new ventures establish strong financial foundations for sustainable growth.
Bank Financing
Our bank financing services help businesses secure funding through loan proposal preparation and financial analysis. We assist with pro-forma statements, collateral evaluation, and lender communication. We aim to improve clients' chances of loan approval while negotiating favorable terms.
Strategic Business Planning
We develop comprehensive business plans to clarify organizational direction and growth strategies. Our planning process includes market analysis, financial forecasting, and risk assessment. We help clients create actionable roadmaps for expansion, new product launches, or operational improvements.
People
Wendy S. Campbell
CPA
Wendy Campbell has over 30 years of experience helping small businesses navigate tax complexities. She holds a Master's Degree from the University of Colorado and specializes in strategic accounting solutions for entrepreneurs.
Donna Bornhofen
CPA
Donna Bornhofen brings 25 years of accounting expertise to small business clients. A University of Colorado graduate, she focuses on tax optimization and financial strategy for individuals and growing companies.
Kelly White
Accountant
Kelly White has 30+ years of accounting experience across multiple industries. She specializes in tax returns, bookkeeping, and financial reporting for construction, retail, and professional service firms.
Mary Lehner
Controller
Mary Lehner provides remote accounting services with 20 years of experience in corporate finance. Formerly Controller at Great Divide Brewing Company, she specializes in financial reporting and startup accounting operations.
Questions
What accounting services do you offer?
We provide full-service accounting, tax planning, business advisory, and strategic planning services for small businesses and professionals in Colorado.
Do you help with tax compliance?
Yes, we offer comprehensive tax services including return preparation, audit support, and year-round tax planning to minimize liabilities.
Can you assist with starting a new business?
We guide entrepreneurs through business formation, including entity selection, accounting setup, and regulatory compliance requirements.
Do you offer CFO advisory services?
Yes, our part-time CFO service provides financial strategy, cash flow management, and operational analysis for growing businesses.
How do you help with business financing?
We prepare loan proposals, financial statements, and collateral assessments to improve clients' chances of securing business financing.
What industries do you specialize in?
We work with construction, retail, restaurants, professional services, and startups, offering industry-specific accounting solutions.
