About Us

Company History

My company started July 11, 1989 as a part-time accounting practice specializing in governmental auditing. Over the years the company focus has changed to servicing churches, ministers and other not-for-profit entities. These services include payroll, financial reporting, budgeting and membership contribution reporting.

The firm consist of two clerical staff and one professional. Until recently the firm operated solely as a home-office business and made house calls to clients. In November 2001, the firm move to an office location.

For over 35, I  served clients in Illinois, Missouri, Alabama, Washington, Texas, Florida, Georgia, Indiana, Maryland, Delaware, California, New York, Oregon, Oklahoma, Pennsylvania and Wisconsin. Recently, I have added clients in Louisiana and the list continues to grow.

When I started this business, integrity was it cornerstone. I have learned from my clients too, that stability, quality work and the goal of excellence is expected. I still believe that and more.

Education:

  • BS Accounting, Illinois State University 1977
  • MS Accounting, Illinois State University 1984

Professional Certification:

  • Certified Public Accountant 1984

Professional Memberships:

  • Illinois CPA Society 1984 thru 2000 reinstated 2012

 

bank and investment