Building an INHERITANCE that last GENERATIONS.

Accounting is more than managing your annual income and expenses to show what your bottom line is. We believe accounting is a mindset of stewarding your business finances in such a way that your annual taxes are a simple reporting of your business health and growth.

WHAT WE DO AND HOW WE CAN HELP YOU GROW.

  • INDIVIDUALS AND FAMILIES

    • FINANCIAL GOAL SETTING

    • BUDGETING ASSISTANCE AND ACCOUNTABILITY

    • TAX PREPARATION & FILING

  • BUSINESS OWNERS

    • BUSINESS ENTITY SETUP CONSULTATION

    • ESTABLISH POLICIES & PROCEDURES

    • ACCOUNTING SOFTWARE SETUP

    • BUDGETING ASSISTANCE AND ACCOUNTABILITY

    • TAX PREPARATION & FILING

  • ENTREPRENEURS

    • FINANCIAL OVERVIEW OF MULTIPLE BUSINESS FINANCES

    • BUSINESS ENTITY SETUP CONSULTATION

    • ACCOUNTING SOFTWARE SETUP

    • BUDGETING ASSISTANCE AND ACCOUNTABILITY

    • TAX PREPARATION & FILING

  • NON PROFIT

    • SPECIALIZE IN WORKING WITH GIVING PLATFORMS

    • BUSINESS ENTITY SETUP CONSULTATION

    • ACCOUNTING SOFTWARE SETUP

    • BUDGETING ASSISTANCE AND ACCOUNTABILITY

    • TAX PREPARATION & FILING

what we VALUE

EXCELLENCE:

  • WE STRIVE TO EXCEED EXPECTATIONS BY WORKING TO PROVIDE CUSTOM SOLUTIONS TO ENCOURAGE GROWTH AND CONSISTENCY BEYOND THE NUMBERS.

STEWARDSHIP:

  • OUR PRIMARY OBJECTIVE IS TO VIEW EACH CLIENT’S BUSINESS WITH A STEWARDSHIP MENTALITY WHICH LOOKS BEYOND PROFIT MARGINS AS A MEASUREMENT OF THE BUSINESS FINANCIAL HEALTH.

AUTHENTICITY:

  • WE TAKE RESPONSIBILITY FOR OUR WORK AND FOLLOW THROUGH ON OUR COMMITMENTS BY LISTENING TO THE NEEDS AND ACT WITH INTEGRITY TO SUPPORT REACHING YOUR GOALS.

TEAMWORK:

  • WE STRIVE TO COME ALONGSIDE BUSINESS OWNERS BY BUILDING INTENTIONAL RELATIONSHIPS BY PUTTING YOUR NEEDS FIRST AND TREAT EVERY CLIENT WITH RESPECT.

HEALTH:

  • WE VALUE MARRIAGE AND FAMILY RELATIONSHIPS AND SEEK TO PUT PERSONAL HEALTH ABOVE PROFIT MARGINS, IN ORDER TO ACHIEVE LASTING EFFECTIVENESS FOR GENERATIONS TO COME.

Our goal is to come alongside business owners in order to help maintain the daily, weekly and monthly oversight of your finances so that you as the business owner can confidently focus on your business as a whole.

Accounting is more than managing the income and expenses to determine the bottom line. Our goal is to come along side each client relationship in order to help maintain the daily, weekly, and monthly oversight of your finances so you as the business owner can confidently focus on your business as a whole.

Our objective is to come alongside CPAs attorneys and tax professionals in order to assist the business owner in regular maintenance and oversight of a business finances in order to keep the business owners priority on growing their business and allowing them the freedom to manage their business and make decisions in effective and accurate ways with up-to-date records and financial strategies

Specifically for new business owners many times there is a gap of time that an owner needs regular financial accounting help and assistance when a full-time in-house accountant is not needed. This is where we believe the value of Inherit truly shines and is able to help the business grow in such a way so when that time comes to bring in a full-time in house accountant our office will be able to assist you in managing that accounting and working with your in-house accounting staff in order to maintain an efficient CFO controller role where we can assist you as the seasons change and business grows.

Barnabas Chapman founded Inherit Financial to bring effective, personal solutions to businesses beyond meeting accounting and tax needs. He has spent the last 15 years working as a controller for a variety of businesses in multiple industries. He brings that level of diverse experience and background to each client’s personal needs and business in creative ways. Barnabas is a husband to Justyn Chapman and the father to two amazing young men. He enjoys working with numbers, spreadsheets, and business owners that are skilled in their craft and excel in their areas of expertise.

The purpose and heart of why Inherit Financial began is to build a unique and personal financial consulting firm that goes beyond accounting and tax preparation. We want to come alongside business owners to be an effective resource as part of their business growth for future generations.

why inherit financial

Building a lasting legacy is more than a profitable business, it requires the mindset of a steward rather than an owner. A stewardship mindset understands that what we manage well today will benefit future generations.

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WE LOOK FORWARD TO MEETING YOU…

When you come into the land that the Lord your God is giving you for an inheritance and have taken possession of it and live in it, you shall take some of the first of all the fruit of the ground, which you harvest from your land that the Lord your God is giving you, and you shall put it in a basket, and you shall go to the place that the Lord your God will choose, to make his name to dwell there.

DEUTERONOMY 26:1-2