Business Details
Your Trusted Accounting Partner in Indianapolis
For over four decades, our firm has delivered comprehensive accounting, tax, and financial planning solutions to individuals and businesses across the greater Indianapolis area. Our expertise spans diverse industries, including healthcare, retail, and construction, with a focus on personalized service and long-term client relationships. We prioritize integrity, excellence, and continuous professional development to ensure our team remains equipped to meet evolving client needs.By leveraging secure digital platforms, we provide real-time financial insights and streamlined workflows tailored to modern business demands. Our commitment to client-centric support is reflected in our fixed-fee structures, proactive tax planning, and collaborative approach to financial management.
Services
Accounting
Tax Preparation
Financial Planning
Payroll Services
Bookkeeping
Highlights and features
- 40+ years of experience serving Indianapolis businesses
- Personalized accounting and tax planning expertise
- CPA-certified professionals with ongoing education
- Fixed monthly fees for predictable budgeting
- Real-time financial data access via secure platforms
Associations and certifications
- CPA
Services
Accounting
Our outsourced accounting services function as your virtual finance department. We handle daily transactions, bank reconciliations, and financial reporting through secure online platforms. Clients receive real-time data access and fixed-fee pricing to eliminate billing surprises while maintaining complete financial oversight.
Tax Preparation
We provide strategic tax planning and preparation for individuals and businesses. Our approach includes quarterly planning sessions, tax-advantaged benefit optimization, and compliance support to maximize savings while minimizing liability across federal, state, and local jurisdictions.
Financial Planning
Our financial planning services combine cash flow analysis with long-term strategic guidance. We help clients make informed business decisions through budget reporting, performance metrics tracking, and customized advisory sessions aligned with their specific industry needs.
Payroll Services
We manage complete payroll administration including tax remittances, W-2 preparation, and employee paystub distribution. Our system provides digital access to payroll records and integrates seamlessly with accounting workflows to ensure accurate financial reporting.
Bookkeeping
Our bookkeeping solutions include expense tracking, accounts payable/receivable management, and 1099 processing. We maintain organized financial records using cloud-based tools that allow clients to monitor business performance metrics in real time through secure dashboards.
People
David M. Sanders
Partner
Certified Public Accountant with decades of experience serving Indiana businesses. Specializes in strategic financial guidance and tax optimization for medical professionals and contractors.
Timothy D. Bales
Partner
CPA and Certified Financial Planner with expertise in business accounting and investment advisory services. Focuses on helping clients achieve long-term financial stability through personalized solutions.
Lilia Glazman
Accountant
Experienced accountant providing detailed financial reporting and tax preparation services. Committed to maintaining accuracy and compliance in all client engagements.
Rebecca White-Glanders
Office Manager
Manages day-to-day operations and client communications. Ensures smooth workflow coordination between clients and accounting professionals through organized administrative support.
Questions
What accounting services do you offer for small businesses?
We provide full-service outsourced accounting including bookkeeping, financial reporting, payroll processing, and tax planning tailored to small businesses in Indianapolis.
How do you handle tax preparation for medical professionals?
Our team specializes in tax strategies for healthcare providers, including deductions for practice expenses and retirement planning optimized for high-income earners.
What financial planning tools do you provide?
We offer secure online platforms for real-time financial tracking, budget reporting, and performance metrics with monthly advisory sessions included in our service packages.
Can you assist with QuickBooks implementation?
Yes, we provide QuickBooks consulting to optimize your accounting processes, including system setup, transaction reconciliation, and staff training for efficient financial management.
What industries do you specialize in?
We work extensively with medical practices, dental offices, retail businesses, and construction contractors, offering industry-specific financial solutions and tax strategies.
