Welcome Melissa Calwell, CPA, EA

Welcome Melissa Calwell, CPA, EA

As a bookkeeping, advisory, & tax firm, I strive to meet the challenges of ever changing tax needs you face each year. Part of my process is that I continually evaluate the service I provide, and the manner in which I provide it. As a result of this reflective...
Welcome Tanna as our new Senior Accountant

Welcome Tanna as our new Senior Accountant

I am pleased to announce that Tanna Kimbro, CPA is our new Senior Accountant! Tanna has been working behind the scenes with us since August 2022, but I wanted to formally introduce her. She and I worked together over 20 years ago in the corporate world. She was the...
How Longview Businesses Can Build a Quality Prospect List

How Longview Businesses Can Build a Quality Prospect List

How’s your client/customer list faring these days?If you’re like every other business around you, you’ve got some churn happening. People move, change jobs, experience a shift in financial circumstances … the list goes on. Even in predictable economic times (remember...
Employee Retention Strategies for Proactive Longview Bosses

Employee Retention Strategies for Proactive Longview Bosses

Your employees are happy, right? They’re never going to leave you … right?They’re not looking for another Longview job … uh … right?You know what the answers are: Maybe, wrong, and I sure hope not.Sooner or later, the advantage will swing back to...