About Us

Our firm revolves around creative financial and tax solutions and to integrate as a trusted advisor within a client’s management team.

Brian Hershman

CEO & Founder

Brian S. Hershman is a seasoned entrepreneur as both a Quickbooks pro advisor and an IRS enrolled agent. Brian possesses a nurturing approach to a generally uncomfortable topic of discussion. By understanding before being understood, Brian has a unique ability to grasp a company’s financial picture with tax planning and strategy in mind. In addition to surrounding himself with his client’s other spheres of professional influence, he not only endeavors to render a cost effective service, but also does so through the integration of trusted advisors.

Our Firm

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Credentials and Certificates

IRS Enrolled Agent

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Quickbooks Pro Advisor Program

Read our 24 5 Star reviews on the Quickbooks Pro Advisor Directory. The Quickbooks Pro Advisor Directory is for Accountants that train and give credentials at the highest level of Quickbooks Online and have passed their test to get in the directory.

If you are looking for Bookkeepers in Texas for example, then you can search the directory and read reviews. Quickbooks Pro Advisor’s must update their credentials on a yearly basis.

T Sheets

T Sheets is an app that Intuit and Quickbooks own, that help track employee and contractor time for payroll. We are also certified because we want to always be improving and adding to our Bookkeeping Services for Small Business.

If you would like to try out T Sheets for your business, click on the certificate below.

Google Analytics

Although not a certificate in the Accounting and Bookkeeping world, but we strive to be well rounded and multifaceted, we own a Google Analytics training certificate.