About Us

Welcome! I'm Josh Benjamin, a seasoned financial professional with over 15 years of experience in accounting and business management. I hold a BS in Finance and an AA in Accounting, which, combined with my corporate background, gives me a unique perspective on financial strategy and operations.

For 13 years, I progressively led and managed teams in the corporate world, honing my skills in leadership and financial oversight. However, my true passion emerged as I supported my husband, an LMFT, with his business. This experience ignited my drive to help professionals, businesses, and individuals streamline their operations and master their financial management.

I made the decision to leave the corporate world and pursue this passion—specializing in personalized financial services, from tax preparation and advisory to bookkeeping and payroll. My mission is to simplify the complexities of business operations and finance, enabling my clients to focus on what they do best while I handle the rest.

Let’s work together to create a path to financial success that allows you to thrive both personally and professionally.

QuickBooks Advanced ProAdvisor

Our mission is to provide personalized tax and financial services that enable individuals, small businesses, and clinicians to optimize their finances, achieve growth, and focus on what they do best.