Our History

Tells Our Story

Much of our approach toward businessadding value, seeking out every opportunity to grow and an unrelenting drive to help every client be their bestcomes from our foundation as an entrepreneurial organization.

Our Dayton TeamWe’re not your average bean counters and our story explains why…

Founded in 2002 by David S. Brixey and Douglas L. Meyer, our firm was formed on the belief that there is a gap in what typical accounting and tax services provide. Many of the national firms won’t spend the time to bring creative and thoughtful planning opportunities to businesses unless they’re the perfect fit for them – the right size and the right revenue. And, smaller local firms typically lack the skill set and experience that a national firm can bring to the table.

We bridge this gap by leveraging our national expertise while focusing on the particular needs and challenges facing everyday businesses. We fill the gap by delivering the services of a large firm with the continuity, creativity and care of a specialty firm.

We want close working relationships with you so that we provide practical solutions to your problems and provide clear, realistic advice that you value. Our goal is to be your long-term partner, gaining trust and respect. We want to listen. We want to understand. We want to help define and carve out a vision for the future of your organization.

We are driven to create extraordinary value for our clients and our people. How do we do this? We have a distinctive culture that focuses on three things: our clients, our people and our community. By bringing these together, we believe we build the best teams – teams engaged not only in their own growth as professionals, but teams focused on excellence at every turn. Our teams care because we care about them.