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

We build lasting relationships cemented on trust and expertise!

Aron Hasofer, CTP 

President of RefinePlan 
Aron spent eight years working for several corporations as a senior manager in eCommerce operations. He directed teams of 50+ staff and was personally responsible for shipping millions of products per year to customers across the US and abroad.

Aron left his position to pursue a career as an operations consultant and developed a reputation for improving operations for consumer product brands. As a lifelong learner, Aron has earned numerous certifications such as certified QuickBooks ProAdvisor and a Certified Treasury Professional.

As a cloud accounting specialist, he remains true to his passion and takes pride in helping business owners nationwide achieve their vision for their business. He stays current with the most innovative accounting technologies and is committed to regularly developing his skills. Dedicated to creating a personalized client-focused experience, he offers tremendous insight and expertise providing incomparable value to each of his clients.
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Aron Hasofer, CTP 

President of RefinePlan 

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.

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