Business Details
Trusted CPA Services for Tax, Bookkeeping & CFO Solutions
As a full-service CPA firm, we are committed to delivering exceptional value through our tax preparation, bookkeeping, and remote CFO services. Founded on principles of expertise, trust, and integrity, our team is led by Phil McLawhorn, a seasoned CPA with over two decades of executive-level corporate experience. We specialize in providing tailored financial solutions that address the unique needs of businesses and individuals, ensuring accuracy, compliance, and strategic growth.Our approach combines deep industry knowledge with personalized service, helping clients navigate complex tax landscapes and achieve long-term financial success. With offices in Lexington, KY, and Channahon, IL, we serve clients locally and nationally, prioritizing transparency, ethical standards, and client satisfaction in every engagement.
Services
Tax Preparation
Bookkeeping
Remote CFO
Tax Planning
Compilation
Consulting
Highlights and features
- We offer over 20 years of executive-level corporate accounting experience.
- Our remote CFO services provide high-quality financial expertise on demand.
- Custom tax strategies identify savings others overlook.
- Thorough compilation services meet lender requirements with precision.
- We prioritize transparency and client-focused problem-solving in all interactions.
What people say
Always accessible and helpful
Great piece of mind
Thorough explanation of taxes
Prompt and thorough compilation
Won our business for life
Services
Tax Preparation
Our tax preparation services ensure accuracy and compliance with evolving tax codes. We analyze individual and business financial situations to identify deductions and credits others miss, providing strategic filing solutions that maximize savings and minimize liability while ensuring timely submission.
Bookkeeping
We manage complex bookkeeping tasks to streamline operations for growing businesses. From daily transactions to month-end closing, our team ensures precise financial tracking and reporting, allowing clients to focus on core business activities without administrative burdens.
Remote CFO
Access executive-level financial expertise without full-time costs through our remote CFO services. We provide strategic guidance on cash flow management, budgeting, and growth initiatives, offering tailored solutions for businesses requiring high-level financial oversight on a flexible basis.
Tax Planning
Our proactive tax planning identifies future savings opportunities through continuous education exceeding CPA requirements. We develop long-term strategies to navigate changing tax landscapes, ensuring clients remain compliant while optimizing their financial positions for sustainable growth.
Compilation
We produce accurate financial statements for decision-making and lending requirements. Our compilation services ensure timely delivery of standardized reports, maintaining independence and objectivity to meet regulatory standards while supporting clients' operational and strategic needs.
People
Phil McLawhorn
President
CPA Phil McLawhorn oversees all firm operations with 20+ years of executive corporate experience. A DePaul University graduate with a Master of Professional Accountancy, he specializes in tax strategy, compliance, and remote CFO services, ensuring client satisfaction through ethical, expert-driven solutions.
Questions
What accounting services do you specialize in?
We specialize in tax preparation, bookkeeping, remote CFO services, tax planning, and compilation services for businesses and individuals.
How does your remote CFO service work?
Our remote CFO service provides executive financial expertise on demand, offering strategic guidance for financial management and growth without full-time costs.
Do you handle both business and individual tax filings?
Yes, we prepare comprehensive tax returns for both businesses and individuals, focusing on maximizing savings and ensuring compliance.
Are your CPAs licensed and qualified?
Yes, our team includes certified public accountants with advanced education and decades of experience in corporate finance and accounting.
What areas do you serve?
We serve clients in Lexington, KY, Channahon, IL, and nationwide through virtual consultation and remote service delivery.
