Modern Insight. Timeless Integrity
We’re not your average accounting firm. We combine the strategic agility of a modern digital CPA with the experience and trust that legacy clients value. Get to know the team redefining how financial guidance should feel.
Years in Business
Client Net Worth
Annual Revenue
Active Clients
Served Clients
A Different Kind of Firm
Founded with the mission to modernize traditional CPA practices, our firm specializes in acquiring and revitalizing legacy firms—bringing them into a digital-first era while retaining their long-standing values. We believe great accounting blends trust, clarity, and innovation.
.png)
Meet the People Behind the Numbers
Our senior team brings together decades of experience, forward-thinking strategy, and a client-first mindset.
Damyan Dimitrov
Chief Executive Officer
.png)
DeAnn Fennell
Chief Operating Officer
Michael Massad
Business Development Manager
.png)
Branka Pusonjic
Client Relations Supervisor
.png)
Christopher O'Neal
Tax Director
What Sets Us Apart
We’re not just another CPA firm. Our commitment to delivering exceptional value is rooted in four key principles that define the way we work. Whether you’re a startup or an established enterprise, we bring modern solutions, ethical integrity, and a deep commitment to your long-term success.
Integrity First
Always ethical, always client-focused.
Modern Solutions
Leveraging tech for smarter results.
Long-Term Partnership
Relationships that grow with you.
Tailored Guidance
Because no two financial paths are alike.
Trusted by Those Who Expect More
Our process is straightforward, transparent, and designed to give you confidence at every step. From your first meeting to long-term results, we guide you with clarity and purpose.
Let’s Build Your Financial Future, Together
From innovative accounting solutions to strategic legacy planning, we’re here to support every chapter of your business.
