About Us
We are High-Impact Professionals, CPAs, and Trusted Advisors that focus on creating opportunities and transformational value.
What sets us apart is our holistic approach to financial leadership and partnership approach with relationships. With extensive experience in both public accounting and industry, we understand the intricate connection between business success and personal financial wellbeing. Our proactive strategy focuses on identifying opportunities, optimizing financial operations, and building sustainable value across all aspects of your financial life. Whether you’re scaling your business, planning for retirement, preparing for a transaction, or growing your personal wealth, we provide the strategic guidance and practical solutions to help you achieve your goals.
Our Values
These core values are the bedrock of our team. They embody who we are and what we stand for as a company, and are present throughout our relationships, processes, and culture.
Integrity
Innovation
Trust
We build and value strong relationships based on credibility
Quality
We provide the highest quality work without exception
Opportunity
We create new opportunities and open doors for our clients and our people
Our Mission
To create opportunities and transformational value for our clients and our professionals.
Leadership
Bill Clement, CPA
Managing Partner
Bill acts as a strategic business advisor and partners with entrepreneurs and business owners to drive growth, maximize profitability, and navigate complex financial challenges in their business and personal lives. While his foundation as a CPA gives him technical expertise, clients value him most for his practical business insights and hands-on financial leadership experience.
As Managing Partner, Bill brings a unique perspective shaped by both sides of the business table. He has guided business owners through critical inflection points—from scaling operations and securing capital to restructuring for profitability and positioning for strategic exits. His experience includes helping manufacturers optimize supply chains, supporting technology companies through rapid expansion, and advising privately owned businesses on transitions. This diverse portfolio of success stories includes his own leadership experience as CFO of a high growth manufacturing enterprise that he helped transform and successfully sell to a publicly-traded company.
Today, Bill’s passion lies in applying these real-world experiences and leveraging state of the art tools and systems to help business owners and entrepreneurs achieve their financial and strategic objectives. Clients appreciate his pragmatic approach that goes far beyond traditional accounting and tax services, focusing instead on actionable solutions that create transformational value.
Shaun DaCunha, CPA
Managing Partner
Shaun is a Managing Partner of the Firm and has over 12 years of experience in public accounting with both large and small-sized firms, along with three years in private industry as a controller. His experience in public and private industry gives him a unique perspective and understanding of business needs and challenges.
For small to medium-sized businesses, Shaun has expertise in providing comprehensive financial services, including consulting, individual and corporate income tax returns and audits, reviews, and compilations.
Shaun is dedicated to helping businesses and their owners achieve their goals by working with them to develop sound business practices and strategies.
Interested In Learning More?
Our team is available to support your needs – reach out to us below: