The numbers that move your business forward.
Tax, payroll, bookkeeping, wealth management and a fractional CFO under one roof - a single accountable team that turns raw finance into your advantage.
- Years serving Springfield
- 31Years serving Springfield
- Returns filed each season
- 4,800+Returns filed each season
- Average monthly close
- < 5 daysAverage monthly close
- Client retention
- 96%Client retention
Quarterly cash runway
18.4 months
Payroll runs / month
42
Net margin
31%
Full-stack finance, one accountable team.
Tax Prep & Tax Returns
Individual, business, trust and multi-state returns prepared and reviewed by senior accountants - with planning that happens before the year closes, not after.
How it worksRun it, file it, prove itPayroll Services
Payroll processed on schedule, deposits and filings made on time, and reports your books and your lender can both read.
How it worksA clean close, every monthBookkeeping
Reconciled ledgers, a monthly close that lands in days rather than weeks, and financials you can actually make decisions from.
How it worksTax-aware planningWealth Management
Retirement, estate and investment planning built by people who already know your tax position - because they prepare the return.
How it worksExecutive finance, on retainerFractional CFO
Forecasting, cash management and board-ready reporting from a senior finance leader - at a fraction of a full-time salary.
How it worksStart it rightAdvisory & Entity Setup
Entity selection, formation and the financial systems a new venture needs before the first invoice goes out.
How it worksLender-grade financialsAudit, Review & Compilation
Independent assurance work when a bank, bonding agent, franchisor or board needs financials they can rely on.
How it worksLegacy without surprisesEstate & Trust Tax
Fiduciary returns, estate filings and beneficiary reporting handled with the family, attorney and advisor in the same conversation.
How it worksAccounting tech that behavesQuickBooks & Systems Advisory
Setup, cleanup and training on QuickBooks, Xero and the apps around them, so your numbers arrive without manual rework.
How it worksSenior-level accountability
Every engagement is signed off by a senior accountant on our team. No offshore handoffs, no anonymous inbox.
Answers in a day
Calls and portal messages get a response within one business day, tax season included.
One team, all of it
Your books, payroll, return and plan sit with the same people, so nothing contradicts.
Dale Wickham, CPA
Managing Partner
Leads the tax and advisory practice. Twenty-six years with closely held businesses across southwest Missouri.
Renée Alcott, CPA, CGMA
Partner, Client Accounting
Runs bookkeeping and payroll operations, and the monthly close standard the whole firm works to.
Marcus Boyd, CPA, PFS
Partner, Wealth & CFO Services
Fractional CFO engagements and family wealth planning, with a decade in corporate finance before joining the firm.
Start with a conversation, not a contract.
Thirty minutes to understand your books, your goals and where the risk sits. Free, and there is no obligation afterwards.
- One accountable team per client
- Replies within one business day
- Flat, agreed pricing before work starts
- Books, payroll and tax under one roof
- Year-round planning, not just filing season