
Accounting & Bookkeeping
Accurate, compliant accounting & bookkeeping for service-based businesses using Visionary Insights to streamline financial decisions.

Tax Planning & Preparation
We optimize tax strategies to minimize liabilities while supporting growth, with analytics to guide strategic decisions.

CFO Services
Leverage Visionary Insights to monitor cash flow, profitability, and KPI trends with clear, actionable dashboards.

1099-Preparation
Accurate, compliant accounting & bookkeeping for service-based businesses using Visionary Insights to streamline financial decisions.

Business Consulting
We optimize tax strategies to minimize liabilities while supporting growth, with analytics to guide strategic decisions.

Sales & Use Tax
Leverage Visionary Insights to monitor cash flow, profitability, and KPI trends with clear, actionable dashboards.
Why work with us?
✔ Over 15 years experience, with deep expertise with small businesses, non-profits and healthcare.
✔ CPA-led and experience with complex, high-responsibility financial environments
✔ Fully virtual services designed for modern organizations
Our Affiliations:






Meet the Founder: Dee Goode-Gaither, CPA
Dee Goode-Gaither a CPA who has over 15 years experience working in accounting and financial services at Fortune 100 companies including Intuit the creator of Quickbooks and TurboTax Software.

Listen to the Podcast
Meet Dee on the Podcast as she discuss Business Finance best practices for small businesses.



