Strengthen Performance  |  Strategize Growth  |  Boost Profits

We become your trusted business advisor and go “beyond accounting”​ and help you succeed in achieving your business objectives. This is important to you because when you engage our services, we not only help you streamline and automate your books and payroll process, we help you improve your financial condition, profitability, and cash flow.

From fixed-price monthly accounting management services to proactive assessments and analytics, our goal is to help you set and achieve your goals, create more opportunities and make solid business decisions.

Glenn Neumann
Founder

Our CAAS Competencies

  • Workflow analysis and design
  • Efficient client onboarding
  • Measuring Key Performance Indicators (KPIs)
  • Proficiency in emerging technologies
  • Impactful client assessments
  • Effective, consultative client interactions

Our Promise To You

  • End-to-end, accurate financial management
  • Full investment in your long-term success
  • Easy-to-understand reports and analytics
  • Fixed-price services with no surprises
  • Modern accounting technology
  • Collaborative advisory and consultation
  • Experienced, certified financial professionals

Our Core Values

  • We are partners
  • We are proactive
  • We live with integrity and honesty
  • We create opportunity
  • We build knowledge
  • We value work/life balance
  • We respect and trust each other

Strengthen Performance  |  Strategize Growth  |  Boost Profits

We become your trusted business advisor and go “beyond accounting”​ and help you succeed in achieving your business objectives. This is important to you because when you engage our services, we not only help you streamline and automate your books and payroll process, we help you improve your financial condition, profitability, and cash flow.

From fixed-price monthly accounting management services to proactive assessments and analytics, our goal is to help you set and achieve your goals, create more opportunities and make solid business decisions.

Glenn Neumann
Founder

Our CAAS Competencies

  • Workflow analysis and design
  • Efficient client onboarding
  • Measuring Key Performance Indicators (KPIs)
  • Proficiency in emerging technologies
  • Impactful client assessments
  • Effective, consultative client interactions

Our Promise To You

  • End-to-end, accurate financial management
  • Full investment in your long-term success
  • Easy-to-understand reports and analytics
  • Fixed-price services with no surprises
  • Modern accounting technology
  • Collaborative advisory and consultation
  • Experienced, certified financial professionals

Our Core Values

  • We are partners
  • We are proactive
  • We live with integrity and honesty
  • We create opportunity
  • We build knowledge
  • We value work/life balance
  • We respect and trust each other

Advisory/Virtual CFO Team Members

Mark Neumann

Mike Gervais, EA

Accounting Team Members

Deborah Neel, CMA, CPA

Kristina Dumas

Alexia Partridge

Gina Gervais

Amanda Savory

Tax Team Members

Chris Fraizer, CPA

James Fritz, CPA

Dwight Kienzle, CPA

Michael Norman, CPA

Matt Olson, EA

Nathan Wallace

Nathan Wallace, EA

Thomas Bryan

Troy Saunders

Mikylla Smith

Operations & Support

Gabriel Neumann

Aubrey McKennon

Yeseidis Arrieta Carranza

Building a solid foundation for growth.

Your partnership with us begins with a thorough assessment to ensure your monthly services are best aligned to your needs.

  • Define Deliverables

  • Identify Metrics To Track

  • Highlight Potential Risks

  • Share A Unified Vision

Building a solid foundation for growth.

Your partnership with us begins with a thorough assessment to ensure your monthly services are best aligned to your needs.

  • Define Deliverables

  • Identify Metrics To Track

  • Highlight Potential Risks

  • Share A Unified Vision