Focused on You
We intentionally limit our client base to ensure we can deliver personal, high-quality controllership, advisory, and tax services.
With us, you are always a person—not just
another client number.
A Boutique Firm. Different by Design.
What You Can Expect
Relevance
Tailored services deliver you relevant information for critical decision and operational functions.
Responsiveness
Direct-to-CPA access with prompt communication, follow-through, and prioritized action plans.
Reliability
Experience and diligence results in meaningful information and support for your operational needs.
Based in Petoskey, MI
Serving Northern Michigan and the Lowcountry of South Carolina
Cornerstone CPA Solutions is based in Petoskey, Michigan, where we’ve been full-time since June 2023. We formerly operated from Hilton Head Island, SC. We maintain a strong concentration of clients located in Northern Michigan and the Lowcountry of South Carolina (Hilton Head Island and Bluffton). Our clients are, however, spread across the United States. Technology allows us to deliver the same high-quality, hands-on experience regardless of physical location and presence.
We are involved in the smaller communities we live and serve. Giving back and being active in the communities we serve is important to us, and also helps demonstrate we believe in our clients’ businesses and non-profits.
An Intentionally Different Approach
We intentionally keep our client and services list smaller. We carefully plan our capacity because we believe there is integrity in only committing to what can be done truly well. Offering clients the highest quality of services possible is our focus. Our priority is to always understand and know each client, giving them the time and attention they deserve.
Ready to experience focused service?
If you value a real partnership with your CPA who will deeply understand your needs, we’d love to explore the opportunity.