THE VISION

We have a high regard and respect for any entrepreneur willing to lead their own business.

THE DEMANDS OF BUSINESS

You have demands for expertise in many areas of your business:
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Marketing & sales
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Production & delivery
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Accounting & finance
We solve the accounting & finance demand for you.

OUR VALUES

The owners we work with share our values:

INTEGRITY

Do the right thing. Accountable for your actions.

DEDICATION TO SERVICE

Serving clients & customers with a positive, energetic attitude. Loving what you do!

ENTREPRENEURIAL

Optimistic towards growth. Innovating service by embracing technology.

TEAM PLAYER

Working towards the same vision. Respect for the business and each other’s lives.

CONFIDENTIALITY

High regard for confidentiality & discretion.

OUR TEAM

Experts in accounting to help you gain and keep control of your numbers
Tim Sernett, CPA, Founder
What motivates me: I care about small businesses and their impact on the community. I was raised by a small business owner. I’ve seen the effort, commitment and dedication it takes to grow a business. I understand all the people who depend on the business owner – family, team, customers and even vendors. I have great respect for and a high regard for small business owners.
What matters to me: Family. Leading my family by example and always expanding in business and personal growth.
Angie Geer
What motivates me: Knowing people need me and that my work can make a real impact on their life, whether big or small. I like knowing I create value, whether it be in my personal life or the workplace.
What excites me: I love a challenge! I can certainly tolerate day-to-day monotony, but I love when a new project surfaces. I really enjoy something I can get my head into and explore and learn new things.
Carie Randle
What motivates me: Helping small businesses thrive. Implementing efficient processes, introducing new resources, or identifying key factors to increase profitability.
What excites me: Seeing clients excited about bettering their business with proven processes. Nothing is more exciting than having a client as interested in learning their books as we are in teaching them.

HOW WE HELP

It’s okay if you don’t have all the answers and don’t completely understand your finances. It’s not your fault. We provide the training and accounting help you need to support you.
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FINANCIAL OPTICS VALUE AGREEMENT

We understand the investment you’re making with us and want you to feel confident in your decision.

Planned Bookkeeping

We document everything that has to be done daily, weekly, and monthly. We know what needs to happen, so all you worry about is the end result.

Totally Transparent

You have access to everything we’re doing. Look over our shoulder using our workflow management system and see what we’re doing at any time.

Fixed Fees

You always have full visibility of your fees ahead of time, and we don’t charge by the hour.

Monthly Fee Guarantee

During any month, if you’re not fully satisfied, we will refund that month’s fees to you.

BUSINESSES WE LOVE

Service-based and tech businesses are those we work best with.

And, any business who is innovative and growing works well with us, too!

TALK WITH US