Tax

Austin Lehman is a Dave Ramsey Endorsed Local Provider (ELP), and he will provide tax services with an emphasis on excellent customer service, professionalism and tax experience that coincides with what Dave teaches through his books and radio broadcast. Our will not only provide excellent tax advice and service but will commit to serving all of your accounting needs.

Health Insurance Advising

We assist companies and organizations, particularly nonprofits and churches, to make sense of the changing health insurance world, including the impact the Affordable Care Act (ACA) has on organizations under fifty employees. With the ongoing implementation of the ACA, numerous challenges as well as opportunities have been created. We will help you take advantage of the opportunities, and overcome the challenges.

Outsourced Controller

An outsourced Controller gives you accurate historical accounting information. Accurate historical information serves as a report card for the Company/Organization’s past, and a basis for planning for the future with precision. We provide the right controller based on your companies’ needs and size, as our controllers work from several days a month to several days a week depending on your needs. We provide knowledgeable controllership at a fraction of the cost compared to a full time employee. Our controllers will work alongside your bookkeepers to help train, coach, and mentor them.

Accounting Services

We can handle as much as you require, up to taking care of your entire finance and accounting needs, including AR/AP, reconciliations, monthly close, and strategic planning. Many times, an Owner/Executive Director starts out doing all tasks associated with a growing organization. At some point, those leaders begin to focus on areas of strength and where they bring the most value to their organization. They bring alongside expertise in other areas of the organization. We will guide you through your financial growth, helping you understand the complex intricacies of accounting to develop correct practices and procedures of financial record-keeping.