At Ardent Guardian, we provide accounting, financial advising, estate planning, consulting, and outside legal counsel to a variety of small business types. As a dual licensed attorney and CPA firm (and Financial Advisor) we can handle any financial or legal needs so you can focus on growing your business.


  • Accounting + Tax Preparation

    Bookkeeping. Financial Reporting. Fractional CFO Services. Tax Prep and Audits.

    Accounting + Tax Preparation
  • Financial + Estate Planning

    Living Wills. Revocable Trusts. Power of Attorney. Business Succession Planning.

    Financial + Estate Planning
  • General Counsel

    Entity Formation. Basic Contracts. Trademark. General Legal Advice.

    General Counsel
  • Fiduciary Services

    Estate or Trust Administration. Court Accountings. Trust Accountings. Trustee Services

    Fiduciary Services

Why Work With Ardent Guardian?

We’re cool, we’re hip, and we provide all-in-one solutions that can help you continue to grow.
Experts in Finance, Accounting, and Legal
As a licensed attorney, CPA, and financial planner, having one point of contact for your financial and legal needs can save time, money and bring a ton of value to your business.
White Glove Concierge Service
We’re not just another virtual CPA firm or law firm. We have a small client base so we can truly get our hands dirty and give you the time and attention you need.
Flat Monthly Fees
No hidden costs and no variable monthly billing. Our pricing is transparent so you can budget easier and focus on growing your business.
Unlimited Communication
We’re a virtual business, much like yours. And we believe in ongoing communication with every one of our clients. Unlimited communication is built in our pricing so you don’t need to worry about any surprises.

Get a Custom Plan That Fits Your Business

Let us build a custom plan that fits your budget and business needs.