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We are a boutique accounting firm that specializes in providing outsourced bookkeeping, financial consulting and tax services to small businesses in order to build sustainable and scalable business practices.

We are a service firm that helps you understand the numbers in plain English and are deeply vested in technology, so you don't have to be. Our mighty group of passionate professionals provide high quality outsourced financial services to our clients. Our team gives you accounting services from bookkeeping to CFO level support to provide you with timely and accurate financial information . We pride ourselves to deliver effective, efficient and meaningful results.

We believe small businesses deserve professional financial strategy. Our team of accountants, analysts, and CFO's are committed to making your small business successful by delivering quality, accrual-basis financial statements, forecasts, strategy, and analysis. CFOshare is 100% full-time W-2 employees, ensuring you receive the highest quality services.

Symposia is a full-service accounting firm that uses secure cloud-based technology, allowing business owners real-time, transparent financial information at your fingertips. Clients rely on us for honest financial advice as you grow your business and ultimately your personal wealth. We work hard to understand your financial needs and provide a profitable strategic direction. Whether you are scaling your business, ensuring that your accounting processes and procedures are up to date, or adopting state-of-the-art technology to manage your business, we are here to assist. We find the best solutions to streamline your accounting needs so that you can be more productive, which saves you time and money. Our team has a strong local reputation for empowering business owners . We pride ourselves on bringing peace of mind so you can do what you do best, focus on the strategic direction of your business while we handle your finances.

Creative Planning is not in the business of providing one-size-fits-all solutions. Every client is different – from business problems to personal preferences. We invest the time to understand your needs and customize our services and solutions to meet them. We are a professional services firm that solves complex business, financial, legal, insurance and technology challenges, all under one roof.