We thrive on helping you profit. Not all accountants live for taxes.

We build lasting relationships cemented on trust and expertise!

We take a different approach to your typical accounting firm.

We love working with and getting to know our clients, their business operations and take pride in helping them accomplish their ambitious goals.

The time for action is now. Book a time to chat.

Our Purpose

At RefinePlan we have a goal driven attitude we create budgets, financial modeling, and apply management accounting practices.


We are centered on delivering a personalized customer experience of unparalleled quality and undivided attention to each client. We help them understand their numbers and the importance of recognizing the impact each decision may have on financial stability. All it takes is one miscalculated decision to spell the difference between long-term success or instant failure.

We work exclusively with QuickBooks online and are well versed in setting up and maintaining QuickBooks-related products and services. Assisted by industry-leading technology we automate manual work so our clients can focus on their operation and become more successful, saving them time, money, and headspace.