Recent Posts
Divorce changes more than your relationship status. It reshapes your entire financial life—how you earn, spend, save, and plan for the future.
Passing on a business is one of the biggest financial moves a small business owner will ever make. It’s also one of the most overlooked.
The thought of early retirement is very alluring, especially when retirement is so close you can easily envision it. But early retirement is not unlike the Song of the Sirens.
The end of the year is a natural checkpoint for both individuals and small business owners.
The rising cost of college has become one of the most pressing financial challenges for families.
About Us
Our relationships with clients extend beyond financial recordkeeping and reporting. We understand the dynamics that affect their personal and professional lives. We listen to their goals and dreams. We work collaboratively to develop plans that transform ambitions into reality.
Jeanna L. Reese, CPA
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