Number crunchers are ok.
Strategic financial advisors are better.
Here at Donovan, we think the other firms in our profession are a bit too stuffy. It’s not their fault. They specialize in P&L statements and spreadsheets. We may know every GAAP principle in the book, but we’ll never bore you with them. (Promise!)
In full transparency, number crunchers are ok. Strategic financial advisors are better.
Clients come to us relieved to hear that we still love nerding out over the numbers but are even more passionate about being personal, human, and truly partnering with them to provide a suite of services and strategies that put them in an optimal position for success.
The relationships with our clients is precisely why our team has spent almost fifty years helping minimize tax liabilities and maximize cash flow to allow them to do what they love to do.
“Offering you financial peace of mind gets us out of bed in the morning because we know clarity in finances translates into clarity in decision-making.”
– BJ Lippert, CPA – Partner
Hold the Jargon isn’t your average boring ol’ newsletter bent on only selling you another overhyped service. It’s an occasional note we send out that’s a blend of personal and business.
Financial services designed to offer you strategic insight
Assurance Services
Our suite of assurance services includes audits and assessments to help you prevent fraud, reinforce internal policies and processes, and evaluate damage claims.
Tax Services
The service designed to minimize liabilities, maximize cash flow, and bring clarity to the accounting practices that result in financial freedom.
Client Accounting Advisory Services, (CAAS)
Our array of advisory services ranges from consulting and Quickbooks implementation to ongoing payroll support and full outsourced accounting plans.
Business Consulting
The service designed to minimize liabilities, maximize cash flow, and bring clarity to the accounting practices that result in financial freedom.
Clarity in your finances leads to
clarity in your decision-making.
So many people are frustrated and overwhelmed at the thought of building and executing a sound financial strategy! Business owners and individuals alike know their long-term success hinges on their financial health.
You want to make smart decisions that maximize cash flow and set you up to achieve your goals. However, you may not have the capacity or expertise to implement that kind of strategic plan on your own.
Let’s be real–the thought of dealing with things like tax planning, accounting, and bookkeeping makes most sane people want to pull their hair out. It’s confusing, complex, and downright frustrating. (ahem, IRS tax codes, anyone)
That’s where we come in.
We firmly believe that everyone, business owners and individuals alike, should have access to a strategic team of trusted CPA experts who minimize tax liabilities and maximize cash flow.
Helping you achieve financial health
Ditch Stress
and know where your money is going
Alleviate Frustration
coming from working hard and not seeing a profitable return
Find Answers
to the problems that plague your company’s accounting efforts
Feel Confident
that your books are rock solid come tax time
Grow Your Business
and achieve big goals because you are financially healthy
Make More Memories
without worrying about your financial vitality
We’re helping business leaders like you find fulfillment through financial clarity
“As an early-stage company, it’s important that I spend my time on the areas where I contribute the most value to growing my business. Donovan made it easy to stay focused on the business while advising me on practical tax strategy. I count on the Donovan team as an important partner to identify opportunities and avoid the “gotchas” of starting a new venture.”
– James Martin, Venue Intelligence
“Hope Healthcare Services has worked with Donovan CPAs for many years—in tax filings and the production of financial statements. Their expertise and work quality is great, but the relationship goes beyond that of vendor-client. Donovan has been a trusted partner with Hope Healthcare through these years, often going the extra mile on our behalf. I can happily recommend them.”
– John Mollaun, Hope Healthcare Services
Schedule an
Appointment
We’ll identify the solution to your unique challenges.
Together, we’ll build a path toward better financial health
From strategic advising and tax planning to outsourced accounting and bookkeeping support, our partnership puts you in command of your cash flow.
Watch financial clarity translate into decision-making clarity
Have peace of mind that your financial planning is setting you up to achieve your most important goals.
Your tax professional’s work is complicated. Your part should not be. Simplify tax time with TaxCaddy.
