About us
Good advice starts with understanding.
We are a boutique firm by choice: fewer clients, known well, each with a partner who understands the business and the family behind it.
Catherine Marlow opened the firm after years at larger practices, where good clients were passed from one junior to the next. She wanted the opposite: a practice small enough that the partner who takes your first call still knows your numbers ten years later.
Today three partners and a small team look after owner-run businesses and families across Coral Gables and Miami-Dade. We work in English and Spanish, we fix our fees before we start, and we answer every message within one business day.
How we work
One partner, by name
You deal with the same person every time — never a queue, never a stranger.
Clear before clever
If a report needs a meeting to understand, we rewrite the report.
The fee, in writing
One annual price, agreed before we start. No surprises at year end.
Our people
Catherine Marlow
Founding Partner
CPA
Andrés Villalobos
Tax Partner
CPA
Nora Whitfield
Client Accounting Manager
IRS Enrolled Agent · QuickBooks ProAdvisor