Business Details
Your Trusted Accounting Partner in Dayton, OH
We are a dedicated team of accounting professionals committed to guiding clients toward financial success. With decades of combined experience, our firm provides tailored accounting, tax, and advisory services designed to meet the unique needs of businesses, government contractors, individuals, and veterinarians. Our mission centers on building authentic relationships while delivering expert financial solutions that empower clients to focus on their core operations. Through advanced technology and personalized service, we offer real-time financial insights and fixed-fee structures for predictable budgeting.Specializing in niche areas like government contracting compliance and veterinary practice accounting, we combine industry-specific expertise with a client-first approach. Our team of certified professionals stays ahead of evolving regulations to ensure compliance and optimize financial outcomes. By handling complex accounting tasks, we free clients to concentrate on growth while maintaining transparency and trust in every interaction.
Services
Client Accounting Services
Tax Planning & Preparation
Government Contractor Accounting
Veterinary Practice Accounting
Business Advisory Services
Payroll Processing
Audit & Assurance Services
QuickBooks Training
Financial Planning
IRS Representation
Highlights and features
- We offer certified CPAs with specialized expertise in government contracting compliance
- Our fixed-fee accounting services provide predictable budgeting for businesses
- We deliver real-time financial data access through secure online platforms
- Our team provides tailored tax planning strategies for individuals and corporations
- We offer industry-specific accounting solutions for veterinary practices
Services
Client Accounting Services
Our outsourced accounting services provide comprehensive financial management solutions for businesses of all sizes. We handle day-to-day accounting tasks including bookkeeping, payroll processing, and financial reporting through our secure online platform. Clients receive real-time data access and fixed monthly pricing for predictable budgeting. This service includes account reconciliation, tax planning support, and customized financial statements to help businesses maintain accurate records and make informed decisions.
Government Contractor Accounting
Specialized accounting services for government contractors ensure compliance with federal regulations including FAR, CAS, and DCAA requirements. Our team provides cost accounting, contract billing, and audit preparation services tailored to certified small businesses and veteran-owned enterprises. We offer strategic guidance on contract compliance and financial reporting specific to government contracting, helping clients maintain proper documentation and avoid compliance issues during audits.
Veterinary Practice Accounting
Tailored accounting solutions for veterinary practices address the unique financial challenges of operating a medical facility with pharmacy and inventory components. Our services include specialized reporting for complex inventory systems, cash flow management, and tax planning specific to veterinary medicine. We help practices maintain accurate financial records while providing strategic guidance to improve profitability and long-term financial health through customized accounting solutions.
Tax Planning & Preparation
Comprehensive tax services include year-round planning strategies to minimize tax liabilities for individuals and businesses. Our certified professionals prepare federal and state tax returns while providing ongoing consultation about changing regulations. We offer IRS representation services and develop customized tax-saving strategies tailored to each client's specific circumstances, ensuring compliance with all tax laws while maximizing available deductions and credits.
Business Advisory Services
Our business advisory services provide strategic financial guidance to help companies grow and succeed. We offer entity selection assistance, accounting software implementation, and management system reviews to improve operational efficiency. The service includes litigation support, retirement planning, and strategic business planning to help clients make informed decisions about their financial future while maintaining compliance with all regulatory requirements.
People
Donald E. Stewart
Shareholder
Certified Public Accountant and Certified Financial Planner with extensive experience in accounting and financial planning services for diverse business sectors.
Terry F. Offenberger
Managing Shareholder
Experienced CPA leading firm operations with expertise in accounting services and strategic business advisory for government contractors and small businesses.
Amy J. Stephens
Shareholder
Certified Public Accountant providing specialized accounting solutions and tax planning services to businesses and individuals across multiple industries.
Richard B. Graf
Shareholder
CPA with deep expertise in accounting and financial advisory services, focusing on helping businesses maintain compliance and achieve financial goals.
Annette M. Quarin
Director, Assurance Services
Certified public accountant specializing in assurance services and audit preparation for businesses with complex financial reporting requirements.
Questions
What accounting services do you offer for small businesses?
We provide outsourced accounting with fixed monthly fees, including bookkeeping, payroll, tax planning, and financial reporting through secure online platforms.
Do you specialize in government contractor accounting?
Yes, we handle specialized compliance needs for government contractors including FAR, CAS, and DCAA regulations with experienced professionals.
What tax planning services are available for individuals?
Our tax planning includes year-round strategy development, compliance filing, and IRS representation to minimize liabilities while maintaining compliance.
Do you offer accounting services for veterinary practices?
Yes, we provide tailored accounting solutions for veterinary practices with industry-specific expertise in inventory management and financial reporting.
How do you ensure real-time financial visibility for clients?
Our secure online platform provides 24/7 access to financial data, with monthly reporting and quarterly performance reviews included in service packages.
