We look forward to meeting you.

Our phone number is 970-344-7298, you may contact us via email at [email protected] Email is our preferred contact method as we are not always near the phone. We do most of our training and strategy meetings on-line through zoom. Remember we are located in Northern Colorado, we normally at a local coffee shop because cleaning my home office during tax season is hit or miss. Please let us know where you would like to meet. We do offer appointments in Denver, Colorado Springs and beyond at least once a month. To find out when we might be in your area, please send us an email first and we’ll let you know when we plan to be in your area.

Though if you are local I love to meet in person. Please click on one of the following to set up an appointment:

For specialty appointments such as Tax Strategy sessions, Key Indicator Report consultations, Light Keeper CFO VIP sessions, and all day workshops, training, or for a meeting longer than 30 minutes, please send us a message and we will send you a special e-mail with the scheduling options.