Skip to content

Hi, I`m Robert

I'm a Certified Public Accountant with offices in Key West and Southwest Florida. I graduated with an M.B.A. from Utah State University and am a licensed CPA in both Florida and Louisiana. I'm also a QuickBooks Online Advanced Proadvisor. 

Prior to entering college, I was a paratrooper in the 82nd Airborne Division and also spend two years teaching on the Navajo Reservation, although my Navajo was never very good.

In my free time, I like to spearfish, study astronomy and military history, and watch LSU beat Alabama. I'm currently taking piano lessons.

What Makes us Different?

There are a few things that make us different; not better, just different. Here are some of them:

  • Pricing
  • Limited Services
  • Client Education
  • Technology
  • Cybersecurity

Pricing

We charge a fixed price for our services, not an hourly rate, so you don't have to worry about a meter running endlessly when we meet. For accounting clients, we usually offer 5 different service packages, with their own fixed monthly price. You get to choose the package that you feel gives you the greatest value for the price.

Limited Services

We are not a full-service accounting firm. We don't do Valuations, Financial Audits or Reviews, Risk Management, IT Audits, Forensic Litigation, Elder Care, Securities Services, Investment Advise, . . . . . and, well, you get the picture. 

We purposely limit our services to Basic Accounting and Tax Services. Focusing on just two areas helps us better prefect our craft.

Educating Clients and our mini-MBA Course

Because we don't bill by the hour (our price is fixed, regardless of the time we spend with you) clients often like to spend extra time with us asking questions about their finances. We love explaining financial topics to our clients!

One of the service packages we offer contains a series of instruction on how to perform basic accounting tasks in QuickBooks. We then teach you how to read and analyze your financial statements. We call this our mini-MBA Course. It's a hybrid of us doing your accounting while you watch and learn, and then you do it while we monitor how you're doing. We also teach you how to read your financial statements. After a year, you should be able to handle most of your own accounting and be able to analyze your financial statements in a meaningful way that helps you manage your business. 

Why is analyzing your financial statements important? You may be an expert in your field, but if you don't have accurate financial statements, and know how to analyze them, you're operating somewhat blindly. Accurate financial statements are the single most important tool you have to manage your business and knowing how to properly analyze them is paramount to sustained success.

Technology

We are very technology-driven. We use a lot of cutting-edge apps and software in our firm. This allows us to do more with less people. 

We offer many apps to our clients for free or at a discounted price. We have apps for keeping track of receipts, cloud storage, employee debit cards, financial analysis, employee time-tracking, and more. Most of the apps we offer integrate seamlessly with QuickBooks Online.

Cybersecurity

We have invested a lot into securing our client's information from hackers and other 3rd Parties. We contracted with a leading Cybersecurity Firm to evaluate our security. When they came back with recommended changes to our IT Infrastructure we implemented them immediately. We spared no expense in this. We also have an on-going contract with a Cybersecurity Firm that regularly monitors for breaches and ensures we're using best practices in securing our customer's information. While no one can guarantee your information is 100% safe, we've taken every possible step to keep it safe.

EDUCATION

MBA

UTAH STATE UNIVERSITY

MASTER OF BUSINESS ADMINISTRATION 

FL CPA Lic-page-001

FLORIDA CPA LICENSE

0001-2

LOUISIANA CPA LICENSE

Schedule an Appointment