About Us

 

We work with business owners to help them reach their goals.

 

Our Mission:

To help small our clients use information to improve their businesses.

 

Our Values:

►   Honesty and Integrity

►   Transparency

►   Putting the Client’s interest first

Roxanne Coffelt, Managing Member

Roxanne Coffelt, CPA, CVA, Managing Member

Roxanne Coffelt graduated cum laude from Drake University in Des Moines, Iowa in 1986 with an accounting degree.  Shortly after she left behind 10 years working in the printing/publishing industry to go into public accounting.  After working for a local firm, a sole practitioner, and the “Big 6” firm Ernst & Young, Roxanne started her own practice in Des Moines in 1993.

In 1999, in anticipation of the printing plant where her husband worked closing, Roxanne sold her practice.  She ended up relocating to Shanghai, China for two years.

Returning to the United States in 2004 brought Roxanne to Warsaw, Indiana. In 2010 she received her CVA (Certified Valuation Analyst) designation. After working for another firm for many years, she decided to establish her own practice in the fall of 2017.

After working for other firms, and watching people pay for financial statements that just end up filed in a drawer, Roxanne wanted to help her clients use the information in those statements to help improve their businesses.

In 2022 Roxanne became a Certified Value Builder.

Roxanne is married to her husband Bob of 38 years and has two grown children and two grandchildren.  Daughter Kelsey is a board-certified behavior analyst and son Sheldon is currently in school after serving almost 7 years in the U.S. 3rd Infantry Regiment honor guard (The Old Guard) at Fort Myer/Arlington Cemetery.