Our Firm

Hello, my name is David Wayne, and I want to thank you for visiting our website. Let's face it; - taxes and accounting are not what you want to spend your time working on.

I started this firm because I saw an opportunity to serve individuals and businesses that needed trusted advice for a reasonable fee - individuals and businesses that desired personalized and timely services. I also saw the opportunity to provide an environment where creative, people-oriented professionals could practice accounting without the bureaucracy of a large firm or the individualistic approach of so many small tax firms and accountants.

Our mission is simple - we believe in the most sacred ambitions of people and businesses who pour their lives and resources into making their ideas happen. Our goal is to support these endeavors by taking the fear and frustration out of finances.

With the increasing efficiency and security of the internet, financial services can be provided without the restrictions of location.

Our Mission Statement

Our firm will provide outsourced CFO, accounting, payroll, and tax services to small and medium size businesses. We will utilize advanced technologies to support a real-time data-sharing delivery model and provide ultimate convenience for staff and clients. We will not accept clients that do not fit our defined core business model. We will provide individual income tax services to individuals that fit our defined return types. Our income tax service will also utilize technologies that allow our firm to deliver services in the most efficient manner. We highly value our firm’s image, including overall office appearance and web presence and will strive to put our best foot forward with every interaction. We value life-work balance and consistently strive to maintain it.

Remote Accounting - Most accounting and tax services can be offered via our secure remote access service, allowing you to focus on building your business while financial records are kept up to date.

What this means for you is that when you have an issue in QuickBooks for example, we are able to call you, log on to the computer you are working with and walk you through the solution step-by-step, quickly and conveniently. And if you live in Fremont County, you should know that I'm the only accountant who is also an Intuit Certified QuickBooks ProAdvisor, allowing you the best QuickBooks consulting services in the area.

Here's another example. You want to provide your financial data for us to complete an income tax return, but you find yourself out of the area, and unable to come to the office. You have the option of downloading an organizer and then faxing, or you can utilize our secure server and complete the organizer online using our website, and thus not having to put it off until you return from out of town.

Sharing computer files with our secure server "QuickSend" function allows us to work "at-distance" effectively, without the need to always drive somewhere. This website is built to leverage technology, and in this way we both are able to concentrate on the project at hand and not the logistics of data sharing.

Our firm is based on this business model which offers accounting and tax services to businesses and individuals on a global basis. Now you can have the choice of the office setting and/or the online interaction, whichever works best.

If you are looking for a responsive high-tech solution to your old and outdated financial service professional, I think we should talk.

If you have further questions, we invite you to contact us. We're happy to answer your questions. Naturally, there is no cost or obligation for the introductory consultation.