A Next Generation Professional Services Firm operates much differently than traditional firms. In summary, it is about the advanced integration of our people, processes, and technologies. We leverage an efficient and cost-effective platform to deliver the highest quality services to clients in selected industries.



John (Rusty) Davis, CPA is a Maryland native with over 40 years of experience in the profession. An active thought leader in the national Digital CPA community, Mr. Davis was designated as a Certified Information Technology Professional (CITP) in 2019, and also designated as a Chartered Global Management Accountant (CGMA) in 2014. Mr. Davis was pleased to be named as one of six finalists for the 2018 Innovative Practitioner Award presented by CPA.com, a subsidiary of the AICPA. He utilizes knowledge gained in many industries and practice niches to guide small businesses and individuals to their financial performance goals. While active in local community organizations, Mr. Davis advises clients throughout the U.S. and abroad.


Is a multi-faceted group with families and personal interests that value our remote-mobile and flexible work-life culture. We communicate, share knowledge, collaborate, possess a strong work ethic, and focus on solutions to our clients’ needs. And…we laugh, exercise, and enjoy our down time. We think fresh, happy professionals are more productive.


When safe for in-person meetings and collaboration, our offices are very comfortable and efficient, and easy to get to, with nice places to eat nearby. Our building, The Summit at Washingtonian, is LEED Gold-Certified, with a fitness center, free parking garage, and a lobby Café, and is just off the exit ramp from I-270/Shady Grove Road. We like working in flex space in an eco-friendly environment with nice amenities.

Our offices are centrally located in Montgomery County and easily accessible from I-270, I-495, and MD Route 200 (ICC) to support clients and colleagues based in nearby communities surrounding Gaithersburg, Maryland. To the south, we frequently connect with folks in Rockville, Bethesda, Potomac, D.C., and Northern Virginia. To the north, we work with people in Germantown, Clarksburg, Urbana, and Frederick. However, we do business in many states outside of the local area, supported by our advanced technologies.


Are based on a foundation built with state of art security, first and foremost. We have carefully chosen best-in-class software products from industry leading companies, which are integrated into our network of paperless, cloud, digital, virtual, remote, mobile applications. With premier IT support, fast broadband access, comprehensive data management, and advanced communication skills, our team and our clients and colleagues can stay connected 24/7/365.


Our client list has included the following industry groups over the years, and we bring capabilities to understand the unique challenges and demands of those businesses and individuals that we serve.

Information Technology and Bio/Medical Companies:

Software Development, Cloud Apps, Drug Discovery, Clinical Research, Product Sales

Health Care Providers:

Physician Practices, Ancillary Services, Alternative Practitioners, Hospice and Home Health, Managed Care

Construction and Real Estate Entities:

General Contractors, Commercial Subcontractors, Design/Build/Architectural/Home Improvement, Land Developers, Property Managers, Rental Investors

Non-Profit Organizations:

Tax-Exempt Organizations, Trade Associations, Charitable Foundations, Arts Groups, Community Associations

Professional Services Firms:

Financial Planning, Wealth Management, Law Practices, Engineering, Architectural, Consulting, Government Contractors, Performing Artists

Specialty Industries:

Wholesale, Distribution, Manufacturing, Retail, Hospitality, Moving and Storage

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