We are a large, regional CPA firm that strives to feel like a "mom and pop" shop. Over 150 years of combined tax and advisory experience. We started as a "write up" shop, and still provide outsourced CFO services to small businesses, but have grown to be more of an investment management firm. We are a well known firm in the region. We are often a community resource for things like PPP Loans, we did several hundred last round.
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