We are an accounting and management consulting firm that provides our solutions in a proactive and client centered manner to achieve superior outcomes.

Our team is comprised of CPA’s, and professionals with expertise in business valuation, business plan development and presentation, accounting and financial reporting systems, taxation, financial management, recruiting top talent and performance management. We look forward to introducing you to a different way of working with your accounting and management advisors.

Our team’s experience is concentrated in serving individuals, small and middle market business, and not-for-profit organizations. Trained and educated in a public accounting environment we have all chosen a different path to serve our clients. We have chosen to serve our clients in the areas that are the most critical for them and to help them solve their greatest challenges. As a result, our CPA’s don’t wear green eyeshades or pocket protectors – they will be out in the field with you as a partner in obtaining results for your organization.


Shawn worked with me when one of my business partner and I had to separate. When my business partner demanded a large buyout, I brought in the team at VisionPoint to conduct an unbiased valuation of the company and to determine a reasonable buyout amount. The valuation was thorough, complete and met the scrutiny of both parties and legal counsel in an adversarial situation. Without this work, I could have lost the business altogether, but with the work that Shawn performed the Company was preserved and has grown by multiples.

Jeff S., Pennsylvania

We contacted VisionPoint to handle our tax preparation at first because we thought they had very reasonable fees. When we met with the team through, we received a level of professionalism and care that we never received at other tax shops. The team at VisionPoint took the time to explain the why’s behind our tax return and how to manage our tax in the upcoming year. We talk more with our advisors at VisionPoint in one year than we communicated with our prior firm
in over five years!

Chris S. & Melissa S., Virginia

In connection with my bankruptcy I was required to file 12 years of delinquent tax returns. The professionals at VisionPoint did not pass judgment on me – they were just focused on helping get past this painful period in my life. When the IRS assessed tax, interest and penalties of more than $50,000 they went to work and helped me to get the assessment reduced to less than $5,000. I would have never gotten through it all without the support of the professionals at VisionPoint.

Mike S., California

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If you think that one of our solutions may be right for you, please contact us and we will set up a no-obligation consultation. We look forward to hearing from you!