A certified public accountant you can trust!
With a 25 year history of excellence at this location, memberships in several professional associations, and accountants who have served on ethics & auditing committees, you can trust that we will not only handle your finances exceptionally, but with the highest level of legal & ethical care as well.
Our accountants have over 40 years of combined experience, with know-how in financial planning, tax preparation, retirement & estate planning, small business finance, and much more. Each of our accountants holds more than one degree and has been confirmed as a Certified Public Accountant (CPA).
We pride ourselves on treating each of our clients as the respected community member you are. Whether you are an individual, business owner, or are representing a non-profit organization we will handle your accounting needs with the highest level of attention & expertise.
Our accountants provide you with financial reports & consultations to help you maximize your business’s financial health. We also provide payroll services.
We will work with you to assess your financial needs and develop strategies to help you achieve your goals and strengthen your financial security.
Take control of your finances today!
Our main priority is the creation and preservation of YOUR wealth!
We offer progressive accounting services and individualized tax advice to help our clients attain their financial dreams. Through it all we never lose sight of YOUR vision, YOUR goals, or YOUR financial freedom!
Northern Kentucky’s Premier Accounting Firm
David A. Terry. B.S., M.B.A., CPA
David is licensed to practice accounting in Kentucky and Ohio. He
is an active member of the American Institute of Certified Public
Accountants, Kentucky Society of Certified Public Accountants,
and Ohio Society of Certified Public Accountants. David is a
speaker for the Speakers Bureau of the KYSCPA, Treasurer of the
non-profit organization – The Humanitarian League, and a
member of the St. Elizabeth Good Samaritan Society. He served
on the Ethics Committee for the KYSCPA and the Auditing
Committee for the OHSCPA.