About Us

From one business owner to another,  we can make small business grow.

Serving Clients from Coast to Coast

Numeric Strategies is powered by people who care about helping others succeed. We actively help our clients develop and improve their knowledge of the tax and accounting implications that are unique to them. Our services help clients make smarter business decisions and implement strategies that together we can solve problems and accomplish their goals. We know that being available for our clients year-round is important to allow them to reach-out when they need us.  To provide this level of service we are open the entire year, January through December.

The team at Numeric Strategies is comprised of individuals that have the expertise and experience to provide clients with an array of services. Dedicated to quality and accuracy in our work we continually educate ourselves through professional education opportunities. This allows us to maintain the ability to provide insightful guidance and trustworthy technical advice.

We at Numeric Strategies believe in the importance and benefits of being affiliated with other professional organizations and being a member or supporter of numerous community groups or service organizations.  We are proud members of AICPA (American Institute of Certified Public Accounts), the Colorado Society of CPA’s, the NATP (National Association of Tax Preparers), NAWP (National Association of Women Professionals), the Tri-Lakes Chamber of Commerce, and a Corporate Sponsor of the Monument Hill Kiwanis.

Our services to both business and individual clients is highlighted throughout this website, please take a moment to see if our firm can be of service to you.

AICPA Jackie as memberColorado Society of CPAsKiwanisProud Member Tri-Lakes-Chamber-logo-300x283      National Association of Tax ProfessionalsNational Assoc of Prof Women