About our company

Providing financial solutions since 2008

Who We Are

We are a small business advisory firm specializing in financial management, process and systems improvement, and strategic planning. We bring the expertise to help our clients organize their financial information and use it strategically to strengthen and grow their business. We set up your account based on industry best practices, and we work at the pace that best suits your needs.

  • Michelle Vilms
    Michelle VilmsFounder

    Michelle has over twenty years of experience in financial management in corporate and entrepreneurial settings, and board experience with non-profit civic organizations. She took on her first consulting client in 2008, and since then has worked with clients in a wide range of businesses. Michelle is a QuickBooks Advanced Certified ProAdvisor. She earned her BS in Accountancy from Long Island University and her MBA from Babson College.

  • Accounting Services Team
    Accounting Services Team

    Some of our services are provided remotely by our expert accounting team. Our expert team is led by Pat and Lisa who have over fifteen years of experience working in accounting roles at small businesses. Together they help to provide some of the essential bookkeeping skills necessary for your business. Along with their excellent organizational and strong communication skills, as a team they help to make collaborate and decisive decisions for your business.

Learn about the range of services we provide

Our Trusted Clients

Let us transform your business

What Our Clients Are Saying

  • “Michelle and her team have added great value to our consulting business by allowing us to see the true financial state of the business. She worked with Point Taken Consulting to recommend and implement changes that gave us much greater insight into the drivers of our business. We made accounting procedural changes, and are implementing a new budgeting process to help better manage our business. She is a quick study, responsive and creative.”

    BETH ROGERSPoint Taken
  • “Working with Michelle was a game changer for my small business. I had recently started to switch from cash to accrual based accounting, but didn't understand what I was looking at. My numbers were way off because I didn't know how to reconcile bank and credit card statements. Michelle taught me how to do this effectively, helped to reconcile 3 years worth of accounting, created custom reports, and identified the right numbers for my 5-year projections. And now I have more sophisticated Quickbooks skills to stand on my own! But when I need help, I know she's there and has the knowledge and patience to help me.”