A New Paradigm.
Changing the way we do business. No upsell. Just advice and expertise.
When you outsource your accounting to us, you gain a partner who selects and manages the ideal tech stack—QuickBooks, Zoho, or whatever fits your business best. We deliver clean books, proactive tax guidance, and built-in AI efficiencies as standard. No upsells—just accurate numbers, strategic insights, and a plan for growth.
Accounting
What You Get
• Real-time dashboards & monthly review calls
Tax Planning
What You Get
AI Solutions
What You Get
• Automated workflows (invoicing, reconciliations)
• Custom alerts & reporting
• Zoho Finance Partner & QB ProAdvisor expertise
• Personalized assessment & report, recommendations on out-of-the-box solutions or in-house developed solutions tailored to your business
Changes in the Industry - A Few Words from the ow
"Here's something important about how we work: Our advisory expertise isn't an add-on service or something we charge extra for. It's integral to everything we do.
While many firms in our industry treat strategic advice as a separate revenue opportunity, we take a different approach. When you work with us, you're getting our full expertise—the insights, recommendations, and strategic guidance that come from years of experience—as part of our core service.
This means you're not getting nickel-and-dimed for the very expertise you hired us for in the first place. You're getting complete service that includes both execution and the strategic thinking behind it.
We structured our business this way because we believe that's what real partnership looks like. When you succeed, we succeed—and that requires us to share our best thinking with you, not hold it back as an upselling opportunity."
-- quote from the Owner, J. Thomas Lockhart
Grace Thorn, Machine Operator
Affordable and Thorough
"Justin is thorough, affordable and is always willing to answer any questions and does his best for my needs."
Gary Stump, Amazon Fulfillment Center Employee & Rebecca Freeland, Door Dasher
Patient and Understanding
Building a brighter tomorrow—today
Unburdened, Poise for Growth
Imagine yourself free of the flood of technology. What would you do with that freedom? Lets find out! As your tech-saavy accountant, I will quietly handle the systems that make your business run smoother—without adding noise or complexity. While you focus on what matters: growing your business, increasing customer satisifaction, and spend more time with your family.
