Company Background Our firm provides quality, personalized financial guidance to local businesses and individuals. Our expertise ranges from tax preparation and accounting services to more in-depth services such as QuickBooks consulting and training provided by a Certified QuickBooks ProAdvisor, cash flow management, computer consulting and financial planning. Our Mission Our mission is to help clients stay current with their financial and tax reporting requirements while setting a course to reach future financial goals. We achieve this objective by understanding our client’s current needs and future objectives. Our firm strives to meet these goals in a professional and personalized manor. Our Founder William Riccio, CPA/CITP and Certified QuickBooks ProAdvisor has obtained significant experience in providing individuals and small businesses with tailored guidance in a variety of areas. He is a member of the American Institute of Certified Public Accountants, Ohio Society of CPA’s and Certified QuickBooks ProAdvisor. William received his BBA from Kent State University majoring in both Accounting and Finance. He is also a Certified Information Technology Professional through the American Institute of CPA’s.