MISSION, HISTORY & VISION
Our firm’s leader has been a CPA in the Tulsa, Oklahoma area for over 30 years. His experience ranges from tax preparation and audits within a large local public accounting firm, to internal audit and Sarbanes-Oxley (SOX) compliance procedures within Fortune 1000 companies. His many years of financial positions and management within smaller non-public companies has given him an insider’s perspective on the operational and growth challenges faced by many small businesses and the desire to help them achieve their goals and dreams. The firm’s service offerings and industry concentration reflect his experience and focus. The firm also seeks opportunities to introduce and employ new technologies like artificial intelligence and blockchain to its clients, allowing them to gain efficiencies and a competitive advantage in the market.