Understand your business' financial health.

Reading your financial reports shouldn't feel like trying to read a foreign language. Learn how to pull, read and analyze your reports to proactively adjust your business. Read More

Leave the heavy lifting to us.

You wear too many hats as an entrepreneur. Allow our team to analyze your numbers, manage your bookkeeping and help you strategize for your business' financial success. Read More

It's not all about money.

With a heavy focus on operations, we work to understand your business as well as you do. That knowledge allows us to better manage your financial situation so you can better manage your business. Read More

About David

David is an accomplished Project Manager and highly effective Financial Analyst. He has an impeccable track record in project accountability, customer experience enhancement, profitability, and quality which exceeds client expectations. His in depth analysis often uncovers opportunities for improvement and processes that capture cost savings. Read More

Our Services

  • Project Management
    Our owner, David Cobrin, is a certified Project Management Professional (PMP) that has over 10 years experience working...
  • Financial Consulting
    There is a big disconnect between what tax accountants do and what we do here. We give business...
  • Accounting
    You don’t have time to organize that big shoebox of receipts or sort through the antiquated files your...

Quickbooks Partnership

David Cobrin is QuickBooks® Training Certified and continues his QuickBooks® education with every update they provide. This allows him to be ahead of the curve when it comes to the right solution for recording and managing your books, no matter how many different businesses you run.

Using Bank Feeds in QuickBooks®

Setting Up Your Chart of Accounts in QuickBooks®

See Your Company's Health

Testimonials

David has been a wonderful asset to my firm. As a result of his service and knowledge, I am confident that my financial statement are in good order and that we are taking advantage of not so obvious tax reduction opportunities.

Mark R. Colgan, CFP
Chief Legacy Planning Officer



Case Studies

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