Running a small business can be overwhelming, right? You wear a lot of hats. You’re constantly thinking about planning and operations, sales and marketing, leading and managing, employees, customers, competition, partners and suppliers, balancing books, getting financing, offering insurance and benefits, trying to make good decisions, working efficiently, managing risk, and (BREATHE!) staying “up” in a down economy.
We understand. We’ve been there – through our own entrepreneurial experiences, as well as those of our clients. And we know there’s a lot of information available and a variety of professionals who are willing to share their views. But most of the people we meet in the Dayton/Cincinnati area don’t have time to investigate multiple resources. Our goal is to be the ONE resource to help your progress with comprehensive, integrated business and financial advice. We want to make your life easier.
So, who are we and where did we come from? We have our roots in Corporate America, Big 4 Accounting firms, banking, and entrepreneurial efforts. Alisa had her own accounting and financial planning business for several years while Edward was consulting and banking. We saw how much people needed help, especially when the economy went south. In 2008, we joined forces. Together with our strategic alliance partners, we are “one firm putting all the pieces together” for individuals and small businesses.
This new blog, logo and website are part of a rebranding effort that will help take our business to another level. Please let us know what you think! We encourage your comments and perspectives and look forward to future posts. Subscribe to the blog and like us on Facebook. Feel free to call us or Email.
We hope to make a difference and provide some of the help you need.
Edward Livesay
