Business Details
Trusted Accounting Services in Vancouver, WA
We are a forward-thinking accounting firm dedicated to providing tailored financial solutions that evolve with our clients' needs. Our team of experts delivers comprehensive services across audit, tax, and advisory, serving diverse industries including financial institutions, nonprofits, and professional services. With a client-first philosophy, we combine technical expertise with personalized strategies to help businesses and individuals achieve their financial goals.Our cloud-based tools ensure accuracy and efficiency, empowering informed decision-making. We distinguish ourselves through a commitment to innovation, transparency, and building long-term partnerships rooted in trust and responsiveness.
Services
Audit & Assurance
Tax Advisory
Outsourced Finance & Accounting
Advisory Services
Professional Services
Highlights and features
- We offer award-winning expertise across audit, tax, and advisory services
- Our cloud-based tools ensure efficient, accurate financial management
- Cross-industry experience serving financial institutions and nonprofits
- Comprehensive solutions tailored to your specific business needs
- Proactive approach combining technical expertise with personalized strategies
What people say
Award-winning team
Proactive compliance strategies
Industry-specific expertise
Cloud-based efficiency
Client-focused approach
Services
Audit & Assurance
Our audit and assurance services provide comprehensive financial oversight through internal controls assessment and regulatory compliance strategies. We deliver independent financial statement audits, reviewed financials for stakeholders, and industry-specific reporting solutions. Our team specializes in building stakeholder trust through transparent financial processes while identifying efficiency improvements for clients in regulated industries.
Tax Advisory
We offer strategic tax planning and compliance services tailored to businesses and individuals. Our expertise includes entity selection, trust and estate planning, and state and local tax optimization. We provide proactive tax strategies that reduce liabilities while ensuring compliance with evolving regulations, supported by collaborative planning with legal and business advisors.
Advisory Services
Our advisory services focus on business valuation, risk management, and succession planning. We assist with mergers and acquisitions, operational risk assessments, and strategic planning through tailored financial modeling. Our team provides expert guidance on entity reorganization, governance frameworks, and internal audit program development to support sustainable business growth.
Outsourced Finance & Accounting
We deliver comprehensive financial operations support including bookkeeping, payroll management, and CFO services. Our outsourced solutions cover budgeting, cash flow projections, and financial planning with scalable support that adapts to business needs. This service includes full-service advisory coordination with tax and audit teams for integrated financial management.
Professional Services
Our professional services combine industry-specific expertise with technical accounting knowledge. We serve financial institutions, healthcare organizations, and professional services firms with tailored solutions for regulatory compliance, financial reporting, and operational efficiency. These services integrate with our alternative practice structure for coordinated attest and non-attest professional services.
People
Aaron Dawson
Chief Executive Officer
With extensive leadership experience, Aaron brings strategic vision to our firm's operations. His expertise in accounting and business development drives our commitment to client success. Aaron's leadership focuses on innovation and growth within the accounting profession.
Kelsey Elwess
Partner & Director of Tax
A tax strategy expert with over a decade of experience, Kelsey specializes in complex financial landscapes. She combines technical expertise with personalized client service, focusing on tax planning and business advisory. Her leadership extends to professional development initiatives within the firm.
Sam Christensen
Partner
As a trusted tax advisor, Sam provides comprehensive accounting solutions across diverse industries. His expertise includes regulatory compliance and strategic financial planning. Sam's client-focused approach ensures personalized service aligned with business objectives.
Matt Lee
Partner, M&A & Business Development
Matt specializes in mergers and acquisitions advisory with practical business experience. He combines financial expertise with strategic planning insights to support business transitions. His collaborative approach helps clients navigate complex combination scenarios effectively.
Lindsey Sas
Assurance Services Partner
Lindsey leads audit engagements for financial institutions with industry-specific expertise. She focuses on regulatory compliance and internal controls assessment. Her technical knowledge benefits both regulated industries and closely held businesses seeking financial assurance.
Questions
What accounting services do you offer?
We provide audit & assurance, tax advisory, outsourced finance, advisory services, and specialized accounting solutions for financial institutions and professional services firms.
How do you approach client relationships?
We prioritize long-term partnerships through personalized strategies, proactive communication, and tailored financial solutions aligned with each client's unique needs and goals.
What industries do you specialize in?
Our primary focus areas include financial institutions, nonprofit organizations, healthcare services, hospitality, and professional services firms across multiple locations.
What makes your firm different?
Our alternative practice structure enables coordinated attest and non-attest services with technical expertise combined with personalized client service and technological innovation.
Do you offer virtual consultations?
Yes, in addition to our physical locations we provide digital client access tools and virtual meeting options for convenient, secure communication with our accounting professionals.
