Patti Luers, Certified Management AccoumntantI am passionate about helping small business owners reach their goals.  I believe that good financial strategy and record keeping plays an integral role in the success of their businesses. It’s difficult to manage what you can’t easily measure.

With my fondness for numbers and patterns, my team and I have found a niche in helping businesses establish good processes, culminating in the collection of important business and financial data. Getting good data into systems means getting good data out. The reward is well-organized, informative financial reports, easy to digest, with the right amount of information for comparisons and benchmarking. I love doing this for my clients and teaching them how to interpret these reports to enable better management of their business from start to finish.  It means better strategies can be developed and followed. It means improved revenues and focused control of costs. It means that my clients position themselves to earn a better than average return on their investment.  The synergy we develop with our clients is a win-win for all involved!

I hold degrees in both Accounting and Computer Science. I have the ability to contribute to many important facets of strategy, finance, and IT operations. I provide an economical full service solution for small businesses who would otherwise need to engage multiple and costly resources to accomplish similar progress. It makes it easy for clients to rely on me as a partner for their financial management and strategy. (See our services page for details.)

Having been a business owner for 25 years, I know the many hats that an owner must wear while growing their business. My focus is to help our clients develop and maintain a smoothly operating back office, so they can harness the power of good financial information and focus on taking their business to the next level.

Contact us today to learn more about how we can make the results better than anything you had in mind!

QuickBooks Online ProAdvisorCertified Managment Accountant