A Commitment To Excellence

About Us 

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial expertise. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Our company believes the value of every client relationship is like a partnership and truly believes that our success is a result of your success. We base our accomplishments on a foundation of strong personal relationships with our clients by:

  • Providing excellent tax and accounting services to help our clients achieve their desired financial goals.

  • Seeking the necessary knowledge that will allow us to better understand each client's business or industry.

  • Communicating issues and responding to client inquiries in a prompt and courteous manner.

  • Meeting (and beating) deadlines agreed upon with the client.

It is our company belief that the most effective way to serve our clients is to be proactive. We don't wait to solve problems, we work with our clients to prevent them. And we actively search for ways to help our clients realize their full financial potential.

Sherise M. Jones, CPA (NC CPA Certificate #30183)

Sherise has over twenty-five years of experience working in public accounting as well as private industry. She is a CPA who specializes in taxation and accounting services. Prior to starting her own CPA firm, she worked for a large CPA firm and also served as a controller, tax accountant and accounting manager in a variety of industries.

Sherise graduated from the University of North Carolina at Charlotte and holds a Masters degree in Accounting with a concentration in Taxation. She also hold a North Carolina CPA license (#30183). Sherise is also a member of the AICPA and the North Carolina Association of CPAs.

Her background in both public and private accounting provides her with a unique perspective into the financial, tax, and business needs of your company. Her accounting and tax preparation services are totally committed to meeting your business needs through quality work. “I thrive on challenges to help each business owner meet their level of financial success for their business.”