Business Details
22 Years
experience
Your Trusted Virtual Accounting Partner in Saginaw, MI
Founded in 2004 by Master CPA Sue Holly, our firm brings over 40 years of accounting, tax, and financial management expertise to each and every client we serve. As a virtual accounting firm, we leverage our unique knowledge base as a Certified Public Accounting firm to keep the IRS at bay and our clients in a healthy financial position. Our lean business model allows us to cost-effectively serve over 600 individuals, nonprofits, and small businesses virtually across the United States. We pride ourselves on personalized service, with 96% of our clients staying with us year after year due to our commitment to reliability and accuracy. Our team's extensive experience ensures that no client faces an IRS audit, a track record we and our clients find impressive.Beyond professional excellence, we actively give back to the communities that have supported our growth through partnerships with local nonprofits. Our cloud-based systems provide 24/7 secure access to financial data, ensuring convenience without compromising quality. Whether clients need monthly packages or a la carte services, we tailor solutions to meet specific accounting and financial needs. Our dedication to continuous improvement drives us to discover new ways to save clients money while maintaining market-competitive pricing. From tax preparation to strategic business consulting, we combine technical proficiency with a client-centric approach that values clear communication and trust-building relationships.
Services
Tax Preparation
General Accounting
Payroll Services
Bookkeeping
Business Consulting
Financial Planning
Outsourced CFO
A La Carte Services
Individual Tax Services
Strategic Financial Analysis
Details
- Year established: 2004
Highlights and features
- We offer 40+ years of accounting expertise and personalized service.
- Our virtual platform provides nationwide accessibility with local expertise.
- 96% client retention rate demonstrates our commitment to satisfaction.
- Proven track record of keeping clients audit-free since 2004.
- Tailored solutions for individuals, nonprofits, and small businesses.
Associations and certifications
- Certified Public Accountant
What people say
Phenomenal
Best accountants
Excellent and efficient
Smart, honest, experienced
Services
Tax Preparation
Our tax preparation services combine technical expertise with personalized attention to minimize liabilities while ensuring full compliance. With certified professionals handling federal, state, and local returns, clients benefit from strategic planning that reduces tax bills and audit risks. Our virtual platform enables seamless document exchange and year-round support for optimal tax outcomes.
Payroll Services
We provide comprehensive payroll solutions covering all 50 states, including direct deposit options, PTO tracking, and regulatory compliance. Our cloud-based system integrates seamlessly with accounting functions while generating essential year-end documents. Businesses gain peace of mind through accurate, timely payroll processing tailored to their specific workforce needs.
Bookkeeping
Our bookkeeping services maintain real-time financial data through bank reconciliation, accounts payable/receivable management, and general ledger adjustments. Cloud-based access ensures 24/7 visibility into financial health while our professionals handle day-to-day transactions. This foundational service supports better decision-making through accurate, up-to-date financial reporting.
Business Consulting
Leveraging 40+ years of experience, we offer strategic business consulting covering financial analysis, budget creation, and growth forecasting. Our CPA-level expertise provides actionable insights on cash flow management, business planning, and operational improvements. Clients receive tailored guidance to navigate challenges and capitalize on opportunities for sustainable growth.
Financial Planning
We deliver comprehensive financial planning that aligns with individual and business goals through cash flow analysis, investment strategy, and retirement planning. Our approach integrates tax considerations with long-term wealth management while maintaining flexibility for changing circumstances. Clients gain confidence through personalized roadmaps for financial security.
People
Sue Holly
Master CPA & Financial Goddess
Certified Public Accountant with 25+ years of experience across diverse industries. Holds BS in Accounting from Upper Iowa University and Certified Divorce Financial Analyst designation. Relocated practice to Michigan while serving clients nationwide as virtual CPA.
Samantha Hendrixon
Accounting Wizard
Statistics and Computational Math graduate from Michigan State University. Specializes in tax processing and bookkeeping with analytical expertise. Combines technical proficiency with creative problem-solving while serving clients through virtual platforms.
Chesnee Holly
Administrative Animal
Junior at Michigan State University studying Applied Engineering with business law concentration. Handles administrative operations while balancing academic commitments. Brings fresh perspective to client service processes and system organization.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting including bookkeeping, payroll, financial reporting, tax preparation, and strategic consulting tailored to small business needs.
Are you a virtual accounting firm?
Yes, we operate virtually serving clients nationwide through secure cloud-based platforms while maintaining personal client relationships.
How experienced is your team?
Our team combines 40+ years of accounting experience with specialized certifications including Certified Public Accountant and Certified Divorce Financial Analyst designations.
Can you handle both individual and business taxes?
Yes, we prepare federal, state, and local tax returns for individuals, corporations, nonprofits, partnerships, and trusts with strategic planning.
What makes your firm different from others?
We combine technical expertise with personalized service, 96% client retention, and virtual convenience while maintaining audit-free client records since 2004.
