Who We Are

Providing Businesses With the
Highest Quality Professional
Oversight and Guidance

Our Mission

What motivates us about our work every day? Helping entrepreneurs build successful businesses and grow them into thriving enterprises that provide livelihoods and lives filled with opportunities.

 

Vision

What do we want our firm to become? It’s not about being the biggest; it’s about being the best at serving customers with honesty and integrity, amplified with innovation and technology.

Our Values

These are what form the framework for living out our mission and vision. They’re the ideals that knit us together with our clients and our colleagues.

Integrity

We hold ourselves to high ethical standards, prioritizing honesty and accountability in everything we do.

Mutual Respect

We value every client and team member, treating each other with dignity and professionalism.

Mutual Responsiveness

We listen, respond, and adapt. Our team is here when you need us — reliably and proactively.

Our People

Darla J. Nowak CPA

Accounting Manager

Toni Kopplin

Sr. Accountant

Jessica Shunk, CPA

Sr. Accountant

Diana Reichel

Staff Accountant

Rebecka Goron

Operations Manager

Carol Stock

Accounting Services Associate

Lynda Turiel, EA

Staff Accountant

Our Ideal Clients Share These Traits

Revenue Between $500K – $20M

We specialize in small to mid-sized businesses and nonprofit organizations within this revenue range that are scaling and require structured financial oversight.

Driven, Ambitious Leadership

You are a disciplined entrepreneur, executive director, fundraiser, or membership leader focused on growth.
You take ownership. You execute. You don’t let “but” stand in the way of progress.

You Want Strategic Financial Support — Not Just Data Entry

You value a fully outsourced finance department that provides:

  • Professional bookkeeping

  • Accurate, timely financial reporting

  • Tax compliance coordination

  • Budget development & variance tracking

  • Cash-flow forecasting

  • KPI monitoring

  • Strategic financial planning

  • Virtual CFO advisory services

You Value Clarity & Fixed Pricing

You prefer transparent, upfront pricing with clearly defined deliverables — so you know exactly what your annual accounting investment includes.

You Want Structure, Accountability & Metrics

You understand that successful organizations rely on:

  • Systems and processes

  • Financial dashboards

  • Measurable KPIs

  • Ongoing review and accountability

You want a financial advisor who challenges you, supports you, and keeps you on track.

You Respect Expertise

You hire experts because you value experience — and you implement professional guidance when it’s given.

You Communicate & Collaborate

Strong financial partnerships require timely responses and organized information sharing. You are engaged and proactive.

You Refer Quality Organizations

You’re proud of your growth — and you confidently refer other like-minded businesses and nonprofits in your network.