About Us

 With over two decades of tax consulting and management advisory experience, Eric is a holistic financial partner that you will understand.  Eric’s experience includes 13 years with a Top 10 CPA firm and over 5 years as the Managing Principal of the Tax and Accounting service line of a Top 100 CPA firm.  This experience has led to Eric being published multiple times in the largest circulated tax journal, being asked to provided expert witness testimony to government agencies, as well as numerous other speaking engagements. 

Eric’s career has included extensive exposure in working with private equity and venture capital owned companies.  Not only did this experience provide a deep insight into merger, acquisition and due diligence, it also provided Eric with a wide range of industry experience.  Eric’s industry experiences include constructions, real estate developers, manufacturing, healthcare, professional services providers, and high net worth individuals. 

  The key to a successful business starts with accurate financial statements and proper planning for the future. With over 16 years in the finance and accounting profession, Nikki has worked with businesses of all sizes to not only improve financial reporting, but to help management understand what is behind the numbers. Creating financial reports that are useful and easy to understand can help business owners understand what is driving the positives and negatives of the company, and find ways for further improvement.  Nikki specializes in helping business owners meet financials goals and plan for future growth by assisting in creating projected financial statements and continually monitoring changes within the business. By planning for the future, businesses can be aware of possible tax implications and have to ability to stay proactive with cash flow planning. Additionally, Nikki assists individuals and businesses in preparing annual tax returns, as well as tax planning.   

Having a comprehensive knowledge in several accounting software platforms has helped Nikki work directly with accounting teams by understanding the questions and struggles in all degrees of complexity. Whether teaching by phone, remote session, or in-person, Nikki can help accounting teams obtain the tools needed to not only be successful, but to improve the efficiency and effectiveness of daily tasks.