Our Culture

We’ve been in business for over 30 years.


Why do our clients love working with Lonnie and the team? 

There are a handful of guiding principles we have developed over the years which provide our clients with a fruitful working relationship. It is through these core values we’ve fostered long-term relationships with my clients.  

Personalized Service: All of our clients receive personalized support and individualized attention. 

Forward-Thinking: You won’t miss a filing or a form, preparation is key in our working relationship ensuring we avoid any litigious complications.

Innovative: We revel in bringing new ideas and strategies to clients which will best assist them in increasing their bottom line. Your business and family are our priority. 

Available: Call, email, send a carrier pigeon our way, we are accessible and available. When working together we will be your resource for any question that may arise. No questions are off-limits, it’s our pleasure to help you through this process. 

What’s Next: Paying attention to trends in the marketplace is a personal passion. As we see opportunities for clients we’ll inform you of our latest discoveries. An educated client fuels a successful relationship.

Success: We are only as successful as our clients which is why we provide our clients with our undivided attention, 100% of the time.

Solutions Oriented: We work as hard as possible to solve your problem, whatever it takes.

Industry Know-How: Consider us as part of your business, providing you with accurate industry-specific insights.

Digital Currency: The evolution of digital currencies is a passion of ours, we enjoy educating our clients on what’s evolving in the marketplace should they find it of interest. 

Compadres: In our work together you’ll become part of my inner circle. Building client relationships is one of the greatest joys of our work and makes doing business together a delight. Five minutes into our first call and you’ll see how much fun working together will be.

Our Values.

We respect client’s privacy and confidentiality.    


We can be trusted with client assets.

We find innovative solutions to old problems.

We are professional, approachable and imaginative.

We understand the small business and know the challenges they face.

We work hard to help businesses find efficiency in their processes.

We believe that the economic strength of America is rooted in healthy, thriving, small businesses.

We feel blessed with success and want others to succeed. We know the value of education and marketable skills are the quickest way out of the circle of poverty. We seek opportunities to share our knowledge with people who otherwise would never have the opportunity.


Send us an email or call to set up a consultation.