Philosophy
Relationship
The foundation of our practice is building relationships.
By getting to know you and your financial goals, we can be proactive in planning and identifying creative business solutions and opportunities, while helping you take care of the basics.
Reaching New Heights
Our business is to grow yours.
A key component to business success is quality financial reporting and analysis. But we do more than just prepare financial statements and tax returns. We take the time to explain the numbers and new developments that may impact you so that you can make informed business decisions.
Responsiveness
Our business is to grow yours.
Our service delivery process is customized to meet your schedule and deadlines. We work to minimize disruptions to your schedule and be responsive to your questions and requests. Let us know your preferred method of communication so we can provide you with service that exceeds your expectations!
Relationship
The foundation of our practice is building relationships.
By getting to know you and your financial goals, we can be proactive in planning and identifying creative business solutions and opportunities, while helping you take care of the basics.
Reaching New Heights
Our business is to grow yours.
A key component to business success is quality financial reporting and analysis. But we do more than just prepare financial statements and tax returns. We take the time to explain the numbers and new developments that may impact you so that you can make informed business decisions.
Responsiveness
We know your time is important.
Our service delivery process is customized to meet your schedule and deadlines. We work to minimize disruptions to your schedule and be responsive to your questions and requests. Let us know your preferred method of communication (email, phone, text, face to face, etc.) so we can provide you with service that exceeds your expectations!
Services
Audit &
Review
Quality financial reporting says a lot about your business!
Clear and reliable financial information provides investors, creditors and other stakeholders information they need to make timely investment and business decisions. We use advanced audit techniques and the latest technology to offer our clients efficient, cost-effective, and comprehensive services that minimizing disruptions to your schedule.
Business
Advisory
Starting and running a business is complicated and can be overwhelming. We can help.
Budgeting, cash flow management and financing are a few aspects that can raise questions such as: Where do I start? What questions should I be asking? Where does our cash go? How can we reduce our overhead? How do I grow? How do I sell? How do we get financing?
Tax Planning &
Compliance
Confused about the new tax laws? Tired of surprises?
We offer a full range of tax planning and preparation services for businesses and individuals with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals.
Bookkeeping & Compilation
Just want the basics?
Tired of taking your time away from running your business to keep up with accounting? Want to make sure you have all your business expenses properly captured to file your tax return?
Who We Are
Dana Murray
With 25 years experience in public accounting at both national and large local firms, Dana is committed to client service. She works with business owners, non-profits and individuals providing creative business solutions.
Dana graduated Cum Laude from Virginia Tech, where she was a division 1 athlete on the varsity swim team. She now balances her time with her 4 very active children.
Jeff Murray
Jeff is more than a CPA; he is a trusted adviser who values relationships. He works with non-profits and privately held businesses in a variety of industries. He has 25 years’ experience in public accounting working with clients in the Charlotte metro area.
Graduating from Virginia Tech as a scholarship division 1 athlete, he continued his training and is now an avid US Masters swimmer and triathlete.
Reach Us
Please Feel Free to contact us at the following:
PO Box 77288, Charlotte, NC 28271
+1 (704) 575-3816