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I provide financial statement, tax, and business advice to my real estate, construction, and K-12 clients. They appreciate my innovative planning, deep industry knowledge, and that I listen to their concerns and offer suggestions on how to make their businesses great. Our goal is simple: make our clients as successful as possible.

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As much as I love the boat I share with my husband, it’s remained nameless. I’m stubborn, and I happily refuse to add one more cheesy name to the other boats on our lake.

Additional Thoughts

Are you ready for your year-end audit?
This six-point checklist can help simplify your year-end close and audit process.
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