Financial Excellence for Mission-Driven Organizations

Advance Your Mission with a Shepherd's Touch

More than a typical CPA firm

Our motto, “Shepherding Your Success,” flows from our commitment to care for your business as if it were our own. As your “Financial Shepherds,” we are constantly on the lookout for dangers that may threaten the financial standing of your organization. Our approach is one of 360 degree vigilance with an eye for common and subtle missteps that often throw organizations off the pathway to long term success.

We make business finances easy.

Stop stressing about managing your business finances and let us handle the job. We’re lightning fast, available when you need us, and always ahead of the curve.

  • Shepherding Your Financial Success

Expert accounting, tax, bookkeeping and compliance services. We’ve got your back.

  • Accounting

    Keep track of financial transactions, assess financial health, and make informed decisions about your operations.

  • Taxes

    Stay on top of state, local, and federal tax requirements.

  • Bookkeeping

    Ensure that financial transactions are recorded accurately and in a timely manner

  • Compliance

    Maintain compliance with tax laws and regulations and navigate other compliance issues.

  • James doesn't just provide services. He works with you and provides the flexibility to really personalize his services for you. If you're impact-driven, work with him.

    John Epps

  • We worked with James because he is consistent, trusted, and reliable. James made sure we were filed on time and has excellent attention to detail.

    Dignity & Power Now

40 years of CPA experience

James R. Riley, Founder & CEO

With over four decades of CPA experience, we’ve seen it all. From nonprofits that have no compliance infrastructure in place and fail to submit their required reports on time to growing businesses that provide quality services to communities. We know exactly what tools and supports you need to ensure your long term financial viability and when to provide those supports to help you arrive at your desired destination.

A holistic set of supports for long-term success

  • An in-depth diagnostic to help us get a sense of what’s going on in the body and soul of your organization

  • Go deeper by aligning the day-to-day operations of your organization to your inspirational vision.

  • Systematically improve your existing (or non-existing) financial systems to meet modern demands and match your future aspirations

  • Strategic insights and services to help you stay on track and realize your organization’s vision

  • Systems and structures specific to your entity-type to ensure that you meet important reporting deadlines and avoid penalties

  • Let's grow together

Watch Our Case Study

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