Our mission

...is to provide confidence, peace of mind and financial security through exemplary personal care.

Offering the highest quality client service, customized strategies, operational structures, we strive to exceed expectations.

Thinking only of our clients' best interest, we maintain the highest level of loyalty and integrity, earning our clients' trust and respect.

All this to satisfy our overriding purpose: to be a trusted resource for the financial well-being of the businesses we serve.

 

Clara Cohen, CPA

CEO and Founder

I am a Certified Public Accountant working to develop and implement growth strategies for businesses and entrepreneurs. I started my career in public accounting achieving success in both the public and private sector. I have worked in various industries including financial services, entertainment, and commercial software. 

 

With more than 10 years of experience in accounting, finance, and business management, I have helped various companies manage personnel, develop and implement business plans, cash flows, forecasts, budgets and reporting. I have focused on increasing efficiency and profitability and used my extensive skills to help businesses and individuals develop and execute financial plans.

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