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After graduating from Berea College, Don Lewis began his career working in private industry specializing in the areas of accounting, finance and small business management. In 1979, Don formed his own company to provide these services to small business. He felt every small business needed a Controller to provide financial management to the firm even if their size and budget only allowed them to fill that position on a part time basis. Small business people also demanded good tax advice. While preparing tax returns, Don offered advice in other areas of their personal finances. These people started returning after tax season to have him work further on their finances.

Don completed his MBA at the University of Chicago in 1977. By 1988, he had completed the Certified Financial Planner^TM designation with the College of Financial Planning and the Enrolled Agent designation and is enrolled to practice before the IRS.