Our firm was founded in 1978. We have grown to be one of the most prestigious accounting firms within the Ocala/Marion County area because of our high standards, commitment to personal service and involvement in the needs of our clients. We are dedicated to continuing education, state-of-the-art computerized accounting methods and assisting our clients with a variety of financial services.

Please call to arrange your no-cost initial consultation,
(352) 732-5601.

Daryl earned his Bachelors and Masters Degrees from Florida State University where he graduated Magna Cum Laude. He began his career with Price Waterhouse & Co, and founded the firm in 1978. Daryl's areas of expertise include construction, mining, professional services, agriculture, restaurants, and churches.

He created a six hour course on understanding financial statements for FASTTRAC, a nationally-known entrepreneurial program sponsored by the University of Florida. Daryl specializes in financial statement design and comparison to historic and industry averages to assist clients with better business management and profit enhancement.

As a QuickBooks ProAdvisor, Daryl teaches clients how to better utilize the management tools included with their QuickBooks^® software. Training classes at the firm's computer labs, or one-on-one assistance on location are offered by the firm. The company also supports many industry-specific software packages that easily interface with QuickBooks^®.

Daryl believes helping clients generate accurate and timely financial information not only enhances their business management, but also assists with tax planning to minimize tax liability.

Kathi earned her Bachelors in Accounting from Montana State University where she graduated with honors.

Kathi then joined the national accounting firm of KPMG and supervised audits in many industries. Later, Kathi served as Chief Financial Officer of a publicly traded, multi-state trucking company. She then joined her husband's business of managing local and national equine events, which she still enjoys.

"I enjoy computer consulting and QuickBooks^® training at a client's business. This helps to solidify the client's understanding of the program and increases the usefulness of their accounting system." Kathi's clients include construction, trucking, agriculture, and professional service companies.

Sheryll earned a Bachelors in Accounting from the University of South Florida. She began
her career in the tax department of the national firm Ernst & Young, achieving the
position of Manager.

Sheryll continued her education at the University of Florida, earning a Masters in Accounting, with a tax emphasis, and completing the coursework for a Ph.D. in Accounting, with a minor in International Economics. Sheryll has taught accounting at the University of Florida, Santa Fe Community College and Central Florida Community College.

"I am involved in all aspects of the tax practice and utilize my extensive teaching and education background to research complex tax issues and educate our clients about the impact of tax rules and regulations."

Karl earned a Bachelors in Accounting from the University of Florida. He achieved the position of Audit Manager with Ernst & Young, a national accounting firm while providing audit and consulting services to a wide range of clients. Karl then spent several years managing the operational and financial matters of a medical practice.

Through his more than twenty-five years of audit and business management experience, Karl has been involved in many successful business practices.

Karl's primary responsibilities are providing supervision and guidance for our audit
and review engagements and assisting medical practices to meet the unique challenges
of their industry.