Proactive Accounting with Personality
We believe the business of accounting thrives when it’s built around authentic relationships and genuine interactions.
Thrive! CPA
A new kind of accounting firm rooted in authentic connections and genuine relationships with our clients. We believe accounting is more than numbers and spreadsheets, and is a uniquely human experience.
Focuses on proactive accounting, not reactive efforts. This means we work to not only identify issues before they arise, but also to advise our clients with guidance to help them thrive throughout the year, not just at tax time.
Solutions with a Smile
We believe accounting is more than just numbers and spreadsheets. This is a business of humanity, and in order to understand our clients needs and goals, we commit to getting to know them, and for them to know us, on a deeply personal level. This isn’t just good business. We thrive when we share our time and space authentically.
Proactive Accounting Services
Thrive is more than a professional services firm. We thrive when we can help our clients move confidently forward in the next steps toward their financial goals.
Don’t just file. Thrive!
Build a foundational tax system that sets you up for success.
Don’t just file your taxes, build a foundational tax system that sets you or your business up for success in this and coming years. Thrive will look for proactive solutions and strategies to help minimize tax liability and maximize long-term results. Thrive will include a face-to-face intake meeting, a personal review after taxes have been prepared, and a follow-up Prepare to Thrive Meeting after filing with a personalized Thrive guide with recommendations for the next calendar year.
Thrive Throughout the Year
Don’t let your accounting wait until year-end or tax time.
Build in checkpoints along the way to hold yourself accountable and on track. Thrive Throughout the Year clients have face-to-face meetings quarterly with a progress analysis and Actions to Thrive report provided after each meeting. This option keeps clients on track and adaptable to the changes that come throughout the year.
Thrive Membership
Thrive members experience the benefits of monthly membership and accountability.
They meet with their Thrive accountant monthly to review financials and progress against goals. Membership also includes ongoing accounting advice and access to ask questions anytime throughout the year. Thrive members receive quarterly progress reports, Actions to Thrive reports and Thrive Guides to keep them on track and thriving throughout the full calendar year.
Contact Us
We are eager to meet you! Let’s set up a face-to-face meeting and get to know each other better.