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About Us

Who Are We?

We are a multi-service firm with QuickBooks Pro Advisors on staff as well as experienced Tax Professionals and CFO experience of over 20 years. We specialize in small to medium businesses and have over 25 years of management, tax & financial planning, and social media experience behind us. We have always been a customer and family first business with the primary focus of getting you where you need to be in order to not just succeed but thrive in your field! We have helped business owners achieve greatness for over 26 years and look forward to serving you and your business needs.

How We Started

Sheree Galley started "The Firm" back in 1995 with a masters in accounting. Starting with just bookkeeping and year end accounting she strived for more and after handling small businesses in the aftermath of 08 she shifted gears into tax planning and growing businesses not just providing their basic needs. Since then we have extended our serviced and have been able to provide tax, social media, and CFO services to businesses around the United States. With her attitude of positivity and improvement we strive to give our clients everything we can in order to see them succeed.

What Makes Us Different?

We are a family friendly and flexible business. We understand that there is not enough time in the day to do everything you need in order to reach your optimum level of success. We want to take that workload off your hands so you can get back to the things that really matter in your life.

Our Specialized Services

Tax Planning

Having an efficient tax plan in place is imperative for any business. Having unforeseen expenses effects both your finances and investments. Staying on top of the ever changing tax laws us so important and we do just that. Most businesses lose thousands of dollars a year by not planning ahead. We will create a completely personal tax plan with you step by step so that you have the maximum efficiency possible to be able to handle anything thrown your way.

Outsource CFO

As an outsource CFO we can offer a comprehensive analysis of your financial plans and provide you with high-level financial strategies, system analysis, and operational optimizations from cash flow issues & solving tight margins to implementing more efficient systems to prepare you to grow we can do it all!

Social Media Management

With over 10 years of experience in social media management we can do it all. We will provide you with the tools necessary to grow your business across multiple platforms. Our personal and hands on approach in this field is paramount to none. Ranging from creating and posting advertisements to comprehensive planning in order to grow your audience and bring you the most engagements we are here solely for your benefit!