We customize solutions from start to finish. What does that mean?
For businesses, we meet you at your stage and bridge the gap to where you vision is taking your business. We take you step by step through the federal and state compliance areas, proper benefits, accounting environment, process/procedures, tax planning, tax preparation, business growth, continuity and exit strategies and asset protection for you and your business.
For individuals, we customize a solution for your present and future. We educate you on the steps to financial independence, legacy growth and protection, with tax advantages and protection against market risks. We assess where you are and create a plan to get you where you want to be. What are your dreams and goals. With an adequate plan, you'll know exactly what needs to happen to make them become a reality.
WHY HARMONY?
1-Because we offer a FREE financial planning service. Ask about our employee benefit program for your employees.
2-Because of our wealth of knowledge, we grow our services as your needs grow. We tap into almost every area so that no need goes unmet.
3-We take the time to explain key areas of your business and provide feedback on what we see in your financial picture, teaching you how to use your finance to navigate your business and to make sound financial choices. We educate you on your personal financial planning strategies and how they benefit you.
4-We provide templates for recurring items - timesheets, employee handbooks, expense reports, standard operating procedures, rate templates, financial need analyses, budgeting, etc.)
5-We are personable. I hear this all the time, "Wow, you guys are not the typical accountants!" And that's what sets us apart. We refuse to be ordinary. We push the envelope to go above and beyond - even coming through for our clients in a pinch on weekends and sometimes holidays.
Harmony N Business equals peace of mind because we are there for you when you need us and even when you don't realize that you do.
I enjoy helping others. I realized, early in my career, how much small business owners need accounting support - and not just someone to keep track of their numbers, but someone to engage with in growing their business. There are so many simple things that can keep a business out of trouble that business owners would do if they knew about it. Behind every small business lie people. In financial planning, my mission is to educate the everyday family on the keys to financial freedom - not just for today but for generation to come. Too many families are being left behind because of the lack of knowledge and the unwillingness of those with knowledge to share. Harmony is changing ALL of that, for those who will simply listen and then make a decision to start. The feeling of solving someone's problem, fixing an issue, or proactively avoiding issues is most rewarding. I know I am working in my God-ordained purpose.
