Business Details
35 Years
experience
Expert Accounting & Profit Coaching Services
With over four decades of experience in accounting and business consulting, our firm has been dedicated to empowering small business owners to achieve their financial objectives. Founded on the belief that small businesses are the foundation of the American economy, we combine expert accounting practices with strategic tax planning and personalized profit coaching. Our approach is rooted in a deep understanding of both the technical aspects of finance and the practical challenges faced by entrepreneurs. Having worked in public accounting firms and as a CFO for a regional Coca-Cola bottling plant, we bring a wealth of diverse industry experience to our clients.Our goal is to provide actionable insights that lead to sustainable growth and financial success. We've helped clients save millions through strategic tax planning while guiding them to maximize their business profits. Through our blog, private Facebook group, and online academy, we continue to share valuable knowledge with business owners. Our commitment to excellence is reflected in the long-standing relationships we maintain with our clients and the tangible results they achieve.
Services
Profit Coaching
Tax Planning
Cash Flow Management
Business Consulting
Accounting Services
Financial Training
Details
- Year established: 1991
Highlights and features
- We have over 40 years of experience helping small business owners achieve financial success.
- We provide personalized profit coaching tailored to your business needs and goals.
- Our tax planning expertise saved clients over $6.8 million in the last five years.
- We offer comprehensive business consulting services with a track record of results.
- We understand business from both accounting and operational perspectives.
What people say
Save thousands of dollars
Very knowledgeable and efficient
Invaluable consultation and advice
Helped start and grow our business
Reliable, competent, responsive professionals
Services
Profit Coaching
Our profit coaching programs provide personalized guidance to help business owners maximize their earnings potential. We offer structured programs with various levels of support to accommodate different business needs. Our coaching combines technical financial expertise with practical business strategies to help owners understand their financial statements and make informed decisions that drive growth.
Tax Planning
Our comprehensive tax planning services focus on minimizing tax burdens through legal strategies tailored to each business's unique circumstances. We help clients identify deductions, credits, and planning opportunities throughout the year to optimize their tax position. Our expertise has saved clients millions of dollars in taxes while ensuring compliance with all regulations.
Cash Flow Management
Effective cash flow management is crucial for business sustainability and growth. We help business owners understand their cash flow dynamics, identify potential issues, and implement strategies to optimize cash flow. Our approach focuses on creating sustainable systems that ensure businesses have the liquidity they need to operate effectively and pursue growth opportunities.
People
Wayne J. Belisle
Owner and CEO
With over 40 years of accounting and business experience, Wayne founded his CPA firm in 1991 after working in public accounting and serving as CFO for a regional Coca-Cola bottling plant. He specializes in helping small business owners maximize profits and minimize tax burdens through personalized coaching and expert financial guidance.
Questions
What services do you offer for small business owners?
We offer profit coaching, tax planning, cash flow management, and business consulting services tailored to small business needs.
How can you help reduce my business's tax burden?
Through strategic tax planning, we identify legal opportunities to minimize your tax liability and have saved clients over $6.8 million in five years.
What profit coaching programs are available?
We offer three programs: Mastermind ($750/month), Focus & Accountability ($1500/month), and Breakthrough (invitation-only) with varying levels of support.
How does your approach differ from traditional accounting services?
We combine technical accounting expertise with personalized business coaching to not only manage financials but actively help grow your business profits.
Can you help with cash flow challenges?
Yes, we provide cash flow analysis and management strategies to help businesses optimize their financial operations and ensure liquidity for growth opportunities.
