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...