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When We’re Open

Our normal office hours are 8:00 am – 5:00 pm Monday through Thursday at our Hendersonville, NC office. However, we know that sometimes that just doesn’t work for our clients.  We’re available after hours by appointment and are available through video chat.

We’re also happy to work with clients outside of our immediate area. We currently serve clients throughout the southeast and have a few in western states.

Why Choose Us

We want to see your business succeed.  It’s really that simple.

And when your business is a success (as defined by YOU, not anyone else), so that you can take that dream vacation or never miss a Little League game or get out of debt (or all of the above), know that we’re just as excited for you as you are to be there.

How We Work With You


Of course, we’ll be happy to come to your office and work with you if you’re located in our region.  However, sometimes that’s just not possible.  You may need a CPA with a little more flexibility that won’t take up desk space in your office.  With the technological advances of the last few years (and more seeming to pop-up daily), off-site work is easily accomplished.  We use:

  • ISL Online secure software to log in to client systems remotely (at times that are convenient for your business) to perform the tasks we need to do.

  • Liscio for communication and document exchange and management, as well as e-signature software so that you can securely sign important documents.

  • FedEx for delivering any physical paperwork.

  • Electronic forms – get a tax organizer uploaded to the portal rather than a paper copy, e-sign documents, etc.

An important note: We know that some people don’t have a comfort level with all of the e-tools available. We are committed to data security and protecting your sensitive personal information. All of the third party applications we use have top-notch security using the latest technologies available. Within our organization, we use two-factor authentication (2FA) on all of our machines and our cloud applications. It’s just another way that we do our best to take care of our clients.




Education: Master of Accountancy, University of South Carolina

Background: 20+ years in private industry including buy-here-pay-here car dealerships, real estate and medical practices. Controller for a multi-million dollar corporate group before becoming a CPA. Licensed in North Carolina and South Carolina.

Passion: Helping businesses succeed. Sometimes life is just hard and/or complicated. Tax and accounting are not something that people should have to "muddle through" and hope it's right. That's why we're here. We do what we do so that you can do what you do - better.

Wendy is from Gaffney, South Carolina and her extended family is originally from the Hendersonville area. She enjoys reading, dyeing yarn and knitting. She and her husband Bas have two grown children and one grandson.


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