“I love to offer my clients a judgement free zone, where we set aside emotions & beliefs about money, and focus on financial growth and success. We truly love building long term relationships and getting to know your families. Our systems and processes that we have developed over our 20+ years allow us to be high touch and responsive and build relationships, not just clients.”
— Owner, Debi Choi
SERVICE PLANS
We focus on 3 primary service plans and an a la carte menu to keep our pricing simple! All software costs are bundled into your monthly cost, so you are only paying one fee.
Compliance
This is our basic monthly bookkeeping plan that keeps track of your finances and maintains compliance.
Advisory
This plan includes compliance and provides greater insight into job costing and cash flow reporting.
Growth
This plan includes compliance, advisory, and supports you with budgets and insurance reviews, and collaborates with you for personal wealth and retirement planning.
Can’t decide?
A la Carte
Payroll and Timeclock•Human Resources, Handbooks, Background Checks and E-Verify•Life insurance, Key Man Insurance•401k Plans•Workers Comp Insurance •Health Insurance and Telehealth•Diagnostic and Clean ups•Forensic Accounting •IRS Representation•Business Valuation•Debt Relief support•Tax Planning
What People Are Saying
“I've been through multiple CPA's looking for someone who our (multiple) business needs, which vary, our personal taxes and our Trust taxes. Debi explains everything in a way that I actually understand, takes care of all the parts I can't (or don't want to) do and is fun to work with. When I decided to start a new business that was different than the others she helped me figure out everything from the type of business I needed to how my payroll should be set up. I don't know how I would have managed without her!”
— THornbeck
“I'm a retired accountant, so I want my books done right... I just don't want to be the one to do taxes ever again. I trust Debi, and her expertise is top notch.”
— Area8ComputerConsulting
“I started my first business during the pandemic so naturally when the time came to do all my taxes, I panicked. Debi made me feel that everything was going to be okay and then I really wasn't as bad off as I thought I was. Even when I didn't keep my patients or my cool because of stress she stayed cool as a cucumber and didn't make me feel bad at all about the lack of what I kept up with. I will never go anywhere else she will be my tax lady for life”
— Comfort and Joy
Wonder what it’s like to work with us?
Check out these videos to see our clients in action
Deanna Damato from Lenoire Lane joining Debi at the office to show off her new services!