ABOUT

EXPERIENCE AND UNDERSTANDING
Our company has been serving clients for more than 65 years. We have a collective pool of knowledge throughout our elite team that includes 25 employees and 10 full-time CPAs. Wisdom and experiences are shared to create an environment that focuses on the satisfaction of every single client.

We understand that each community is made of different threads that weave together a unique business environment. While we have clients across the country that we provide the best in class of services, we can offer our local clients an additional advantage.

Our firm specializes in accounting services for North Idaho business owners. Small to medium businesses need a resource that gets the local economy, challenges and growth opportunities. With our deep North Idaho roots and experienced team, our firm can offer a unique perspective for clients that need information and tools to help them make better business decisions – right here, right now.

CONNECTED TO THE COMMUNITY
We are passionate about serving others in our community. All members of our team are encouraged to play active, leading roles in giving back to, and shaping, our communities.

Meet Our Team

Learn more about our amazing team and their areas of specialty.

Careers

Looking to join an elite team of professionals? Check here for open positions.

Purpose

Our purpose defines all that we do. It’s how we create satisfied clients year after year. Discover what it’s like to be our client.

  • estate planning, retirement, retirement savings

    Experience

    Our company has been serving clients for more than 65 years. We have a collective pool of knowledge throughout our elite team that includes 25 employees and 11 full-time CPAs. Wisdom and experiences are shared to create an environment that focuses on the satisfaction of every single client.

  • estate planning, retirement, retirement savings

    Innovation

    Today’s business owner is busier than ever, we know because we’re business owners too. We’ve embraced and sought the technology, platforms and services that can empower business owners to grow their business and make better business decisions. From cloud-based services to consulting, we put the information you need right at your fingertips.

  • estate planning, retirement, retirement savings

    Professionalism

    We want our clients to have confidence in every thing we do. Our company takes great measures to ensure that we have the highest ethics and standards of our profession. Each CPA in our company is a member of the American Institute of CPAs (AICPA) and the Idaho Society of CPAs. Furthermore, several are also fully credentialed in other states in which they have active licenses. In addition, we are a member of the AICPA Private Companies Practice Section, which imposes mandatory peer review on a regular basis to ensure quality control of all members' accounting and auditing services.

  • estate planning, retirement, retirement savings

    Involvement

    In today’s high-tech, connected environment it is easy to offer services, but harder and harder to develop and maintain meaningful relationships for many firms. Not for us. We’ve always put the one-on-one client relationship above all else. Our personal involvement is what allows us to know our clients on a level that creates benefits for their business and gives us the ability to know what services may bring them the most value. We use technology and tools to supplement our relationships and services, not replace them.

  • estate planning, retirement, retirement savings

    Unity

    As a local business, we have the opportunity to change the North Idaho community. We honor and understand that our company is part of a complex and diverse local and regional economy. We are passionate about serving others in our community. All members of our team are encouraged to play active, leading roles in giving back to, and shaping, our communities.

  • estate planning, retirement, retirement savings

    Perspective

    We understand that each community is made of different threads that weave together a unique business environment. While we have clients across the country that we provide the best in class of services to, we can offer our local clients an additional advantage. Small to medium businesses need a resource that gets the local economy, challenges and growth opportunities. With our deep North Idaho roots and experienced team, our firm can offer a unique perspective for clients that need information and tools to help them make better business decisions – right here, right now.