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.

51
+

Years in Business

$
2
B
+

Client Net Worth

$
1
B
+

Annual Revenue

4,300
+

Active Clients

100
k
+

Served Clients

LEADERSHIP

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.

LEADERSHIP

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

DeAnn Fennell

Chief Operating Officer

Michael Massad

Business Development Manager

Branka Pusonjic

Client Relations Supervisor

Christopher O'Neal

Tax Director

WHAT WE STAND FOR

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.

YOUR TRUSTED PARTNER

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.