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SPRUCE PINE OFFICE:
1136 Greenwood Road
PO Box 1137
Spruce Pine, NC 28777
PHONE: 828-765-4400
FAX: 828-765-4880
BAKERSVILLE OFFICE:
Ground Level-
Bakersville Medical Clinic
Mitchell Avenue
Bakersville, NC 28705
PHONE: (828) 688-9212

Our Focus...

We work with small to mid-size business owners and individuals in developing plans to enhance their financial futures.

We are committed to providing friendly, personal, professional service.

Our focus is in the following areas:

  • Individual and Business Tax Preparation and Planning
  • Business Development Services
  • Governmental/Not-for-Profit Accounting and Auditing
  • Bookkeeping and Payroll Services
  • Personal Financial Planning, Investments, and Insurance Services
  • Computerized Accounting Systems Setup and Maintenance

Services

Here is special information on the services we offer our business clients (requires the Adobe Acrobat Reader, a free download from Adobe software. You can get the reader here.

  • MONTHLY NEWSLETTER
    We offer a monthly newsletter, Grow Your Own Business, to clients. You can see a free copy of the newsletter here. If you have questions about the newsletter or its cost, please contact us.

Seminars

We offer the following seminars to businesses:

Businesses Getting Results (BGR) - A membership program that helps you improve your business' profit potential. We meet every 4-6 weeks to discuss a different issue or strategy to help your business. Get more information here.

Making Your Business Really Fly (The Wally Program) - Want your business to soar above the competition? Discover one man's amazing business philosophy and how it changed his life. You can learn how to use 4 key strategies that give you an edge your competitors won't even know how to match. Get more information here.

Advanced Financial Management Training System (AFMTS) - A one-day workshop for business owners and/or financial managers to learn what "the numbers" REALLY mean. Information on AFMTS is coming soon!

For More Information...

Please contact us about the type of clients we serve and the diverse services we provide.


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