Trusted partners
The people I send my own clients to
Who I recommend
Good people, grouped by what they do
CPA, tax preparation & CFO advisory
I keep your books clean all year and deliver CFO-level reporting every month. When a client needs the return filed, or true advisory work like forecasting, entity strategy, or hands-on turnaround help, this is who I send them to.
Dan
Valor Business and Tax Services
Dan is the CPA I trust with my own clients' returns, and he's who I refer to for CFO advisory. If you've outgrown monthly reporting and need someone to help steer the business, Dan is the call.
Insurance
General liability, workers comp, and bonding, especially for contractors who need it handled properly. When I review a client's renewal, this is who I compare it against.
Shane Porter
Sunstar Insurance
Prairie Village & Topeka, KS
Shane is a full-service broker who understands what contractors and small businesses actually need covered. He's straightforward about what a policy does and doesn't do, which makes renewal season a lot easier.
Are you a good fit for this list?
I'm always glad to meet good professionals
Not sure your books are telling you the truth?
15 minutes on my calendar. Bring your questions or just your suspicion that something's off. No prep needed, no obligation.