• Beyond Taxes

    Reel In Stress With Strategic
    Financial & Business Planning

What We Offer

We’ll take care of your books. You take care of business. Affordable online bookkeeping and tax prep services for non-profits & small businesses like you.

Financial Management

From bookkeeping to payroll, we provide the tools and strategies to ensure your organization thrives.

Streamlined Solutions

Our integrated, cloud-based solutions increase overall efficiency and maximize performance.

Tax Preparation

Flat-rate, year-round tax planning services for businesses and nonprofits. Stop dreading tax time.

Brand Strategy

A fully integrated strategy that aligns all aspects of your organization to create a brand that delivers results.

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Who We Are

Our comprehensive approach combines scientific methodology and strategic business practices to take your business to the next level.

Tools + Processes

Best-in-class, custom built tools and processes are designed to help your employees truly “wow” customers.


We bring a new level of creativity to customer insights, organizational design, and talent management.

Scientific Approach

A scientifically-based approach takes the guessing out of our insights and solutions.


Books ordered, funds managed, goals achieved.  All covered during regular consults.

Our philosophy: Accounting isn’t just numbers on a page, it’s a relationship.

Meet Our Team

With six degrees and years of experience, we know a bit about business and financial management. We want to maximize your bottom line while minimizing the time you spend on it. Let us make your vision a reality.

Chris Baudler, MBA, MA

Consulting Partner | People Strategy Leader

Robby Mathis, MAcc

Tax Partner
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"The Robby Group helps me not only at tax time, but year-round. For me, this is a first. It's a huge relief to know my tax position long before tax time."
Marla – Marla Kaplan Art Direction + DesignTrue Tax Planning
"Owning a dog walking business is a dream come true. I used to stay up late at night worrying about managing the finances. Robby is available to answer questions and he even automated payments to dog walkers and vendors. The Robby Group is the perfect balance of service and technology."
Nancy – bow WOW! dog walksHuman Touch & Easy Technology
“I feel like for the first time, I can say with certainty that I know where my business stands. The Robby Group gave me the tools to makes decisions when I need to and even better, I get to focus on the reason I went into business in the first place."
Carol – Carol’s LinensTotally Personalized Service