What we believe
Our slogan is “trace what matters” because we believe in setting our clients up for success in every way. Trace specializes in accounting that better prepares our clients in the event of future audits. We not only itemize and submit, but we also organize in a way that makes an audit – a stressful time for anyone – much more bearable.
Why Trace Financial
We believe in helping our partners learn what to do - the right way.
We don’t look at clients as “clients.”
We don’t believe in making them feel shame about making a mistake.
We take a lot of pride in being different from most accounting firms.
We show up for our clients, consider them partners & educate them on what they need to know BEFORE they need to know it.
Liz is more like hiring a CFO for your business than contracting a CPA! She can anticipate business needs based on financials and make strategic recommendations on reaching your business goals. Liz is absolutely fantastic!
– Deanna Locke