Who We Are
Our Story
Believe it or not, it all started with our building.
Aaron Clark was already working at our Annapolis Lane location with an existing firm when Steve Heintz started taking on some contract work. The two hit it off, and when Aaron’s employer decided to sell off part of the business, schemes arose. There may have been some beers. A late night. Plans sketched out on a cocktail napkin (which still exists).
Aaron and Steve knew they shared a deep commitment to supporting and serving their clients. Neither was the type to phone it in. They wanted to help people as thoroughly, clearly, and painlessly as possible every single time. That shared work ethic—combined with a desire to nab that sweet, sweet office space—brought them together.
OUR MISSION
We deliver accounting services and financial advice with such clarity and warmth that they feel like magic.
OUR VISION
We’re working toward a world where both individuals and small businesses have total confidence in their financial decisions and investments.
Industries we’ve worked with
Advertising
Food and Beverage
Health and Wellness
Legal Services
Manufacturing
Publishing
Real Estate
Rental Property
Small Business Consultants
Our Team
The best in the business, hands down. We’ve sought out and assembled a team of CPAs, accountants, bookkeepers, and payroll professionals who will make navigating your finances feel effortless. You can trust our people with the complex inner workings of your business, and you’ll want our people to hang out at your backyard barbecue.
