Advice, Preparation . . . Results™

Did you miss Mark on Kent Justice’s program, “This Week in Jacksonville”?

You can view Mark and the other interesting segments on Channel 4’s website.  Go to:

As always, if you have any questions you can contact us at or 904-396-5400.

Also, remember there are a couple of days left to participate in the birthday card contest!  Go to our home page and click on the link for more information.

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What Our Clients Are Saying

I am so much more comfortable with how our finances are now being handled. Thanks for your help!
Dr. Randy T. HodgesSenior Pastor HernandoChurch of the Nazarene

Frequently Asked Questions


My lender is requesting financial statements prepared by a CPA.  Why can’t they accept my income statement from my accounting software?


If you approached a lender to obtain a loan for your business, they may request CPA-prepared financial statements. The terms and amount of your loan will depend on the financial...



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6000-A Sawgrass Village Circle, Suite 1, Ponte Vedra Beach, Florida 32082


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