Your bookkeeper,
CPA & advisor under one roof
Most businesses outgrow their financial support before they notice. We have the people and the credentials to keep pace as things get more complex, so you always know where your business stands and where it is headed.
OUR INTEGRATED APPROACH
OUR INTEGRATED APPROACH
Bookkeeping
One team
Four disciplines
Year round
Senior Oversight
Accurate, up-to-date books with clean processes.
CPA & Tax
An experienced CPA checks every close, every month.
Business Advisory
Tax planning that starts long before the return.
Forward-looking insights to help you make confident decisions.
INTRODUCING OUR TEAM
Tegan Shaver, CPA
Tegan is a North Carolina licensed CPA with more than a decade in public accounting, spanning tax, reporting, and advisory work. She understands the numbers and the business behind them.
Master of Accountancy, WCU
BS, Accounting at UNC Charlotte
BSBA, Finance at UNC Charlotte
Licensed CPA, North Carolina
Member, American Institute of Certified Public Accountants
SERVICE REGIONS
Rooted in Lake Lure
Working everywhere
We're based in Lake Lure, North Carolina. Here before Hurricane Helene, here after. Most of our work happens remotely and we’re built for it. Our secure document exchange, recorded walkthroughs, and flexible schedule support US companies nationwide. For neighbors across Western North Carolina and Upstate South Carolina, including Asheville, Hendersonville, Brevard, Greenville, Spartanburg & Charlotte, we're close enough to meet at your table when a conversation calls for it.
WHO WE WORK BEST WITH
Businesses outgrowing
simple
Growing Teams
New hires mean payroll, contractor filings, and knowing what a hire really costs.
Multiple Locations
Sales tax across jurisdictions, and reporting by location rather than one blended number.
Expanding Operations
New entities, new states, inventory, equipment. Each one changes what your books track.
Big Decisions
Scenario planning and cash flow forecasting, so major choices rest on real numbers.
If your business is growing beyond simple bookkeeping, or you need more from your numbers than a year-end summary, we're probably a good fit.
Sound familiar?
Take our What-If Assessment and find out how well your financial support is keeping up. Five minutes. No obligation. We'll tell you if we're not the right fit.