(859) 647-9999

About Our Firm


Years in the Business

Our accounting firm was founded in 1994 to provide tax & accounting services to individuals and small businesses.

Happy Clients

Appreciated as a trusted & respected financial adviser by over 3,000 clients in our 25 year history.

Years of Experience

Our accountants have a combined total of 44 years of experience in accounting and financial advising.

Founded by President David Terry to provide accounting and tax services for Northern Kentucky, we have grown to a full service financial planning & accounting provider servicing not only Greater Cincinnati but handling accounts nationwide. We recognize that our customers come to us for our expert accounting services and have dedicated ourselves to producing outstanding results for our clients.

With the understanding that each client, whether it be an individual or a small business, is unique our accountants are dedicated to providing you with a custom plan of action to meet your financial needs.

Initial consultations are free. Call today to schedule your free consultation with one of our licensed CPAs to see what we can do for you.

Our office is conveniently located in the Florence Professional Commons in Florence, KY. Located close to 71/75 we are easily accessible to anyone throughout Northern Kentucky or Greater Cincinnati.

about our founder

David A. Terry, C.P.A.

Founder and President David Terry is licensed to practice accounting in Kentucky and Ohio.
He is an active member of the American Institute of Certified Public Accountants, the Kentucky Society of Certified Public Accountants, and the Ohio Society of Certified Public Accountants.
David is a speaker for the Speakers Bureau of the KYSCPA and the Treasurer of The Humanitarian League. He also spends time serving as a member of the St. Elizabeth Good Samaritan Society.
In the past David has served on the Ethics Committee for the KYSCPA and the Auditing Committee for the OHSCPA.

After graduating from Newport High School in 1977, David went on to earn his B.S. in Marketing from Northern Kentucky University in 1981, and had achieved his M.B.A., with a concentration in Finance, from Xavier University by 1982.

David is married to his lovely wife Jennifer and is the proud father of three children. He has a passion for sports, fitness, and pets and enjoys sharing these interests with his family. Holding an “E” coaching license from the United States Soccer Federation, he is currently the head coach for both of his younger children’s competitive soccer teams.

Contact Us



6903 Burlington Pike, Florence, KY 41042

M-F: 8am-4pm, S-S: Closed