Our Role.
We Handle the numbers, So You Can Scale without Stress
We take care of the accounting stuff so you can focus on growing your business.
Who We Help.
Scaling Entrepreneurs
Growing Businesses
Scaling ventures that need financial clarity to grow faster.
Contractors
Independent pros who want accurate books and strong cash flow without the admin grind.
Real Estate Pros
Investors and agents that need sharp tracking for properties and deals.
The Value You Gain.
What You Get Back
Clear Insights
Instead of waiting until year-end, you'll always know exactly where your business stands.
Improve Profitability
We help you spot trends, identify hidden leaks, and design smarter financial strategies.
Stress-free Compliance
Proactive planning, accurate records, and expert oversight. You'll always stay ahead of tax deadlines and regulatory requirements.
Headaches We Remove.
We Take Away the Stress
Wasted Time
We streamline your accounting so you can reclaim your time and focus on growth.
FTE Costs
We give you the expertise without the overhead, delivering enterprise-level support at a fraction of cost.
Mental Overload
We bring clarity, structure, and proactive management so you can make decisions with peace of mind.
Our Services
Strategic accounting and tax solutions that help you keep more, see clearly, and grow with confidence.
Accounting & Financials
Always clean books and stakeholder-ready financials.
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Monthly Close
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Accrual Adjustments
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AP/AR Review
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Reconciliations
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Class/Location Tracking
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Management Reports
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Variance Analysis
Deliverables: Close by your preferred day, KPI dashboard, monthly review call.
Business
Advisory
Decisions backed by numbers.
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Periodic Strategy Calls
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Pricing & Margin Analysis
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Cash-flow Forecasting
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Budget vs. Actuals
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Scenario Modeling
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Lender-ready financial packages.
Deliverables: Rolling 13-week cash forecast, dashboard, decision memos.
Bookkeeping & Cleanup
Clean and accurate records. Fast.​​
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Catch-up for prior periods
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Chart of Accounts
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Tax-ready books​​​​
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Receipt & Bill Automation​
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Migration from Spreadsheets
Deliverables: Up-to-date books, Cleanup report, process map to prevent rework.
Business Formation
Start right, Save Later.
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Entity Selection
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State Filings
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S-Corp Elections
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Operating Agreement Templates
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EIN
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Quickbooks Setup
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Payroll Setup
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Compliance Calendar
Deliverables: Formation kit + step-by-step "first 90 days" checklist.
Tax
Compliance
On time, no surprise filings.
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Federal & State
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Business & Individual Returns
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Multi-state​​
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Estimated Taxes
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1099 Filings
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Sales Tax
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Payroll Tax
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E-File​
Deliverables: Filing calendar, quarterly payment vouchers, post-filing review.
Accounting Consultations
Expert guidance without the retainer.
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60-minute session on a targeted issue
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Multi-State Nexus
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Real Estate Transactions
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Contractor vs. Employee
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System Setup
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Deliverables: Call recap with recommended next steps.
Proactive Tax Planning
Lower effective tax rate and better cash timing.
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Planning Session
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​Entity Optimization
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Real Estate Strategies
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Owner Compensation Planning
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Quarterly Projections
Deliverables: Written tax plan, savings estimate, action checklist with due dates.
IRS Notice Support
We deal with the letters; you stay focused.
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Response drafting
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Reasonable Cause Support
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Payment Plans
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Penalty Abatement Request
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Deliverables: Written plan of IRS response and strategies.
Not sure what you need?
Book a free consultation.
Service Packages
Everything your business needs without the overhead of a full-time hire.
These are the most popular accounting packages We can also tailor a package especially for your business.
essential
From $650/Month
For small but growing businesses who need clean books and on-time tax filings.
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Dedicated client portal
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Continuous Bookkeeping
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Bank Reconciliations
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Financial Statements
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Business Tax Return
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Payroll Tax Compliance
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Sales Tax Compliance
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6x ​Advisory Calls
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24-hour Response Time
Best for: Solo entrepreneurs, contractors, and early-stage businesses.
growth
From $1,000/Month
For scaling companies that need deeper insight, planning, and proactive compliance.
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Dedicated client portal
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Continuous Bookkeeping
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Bank Reconciliations
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Financial Statements
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Business Tax Return
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Payroll Tax Compliance
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Sales Tax Compliance
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12x ​Advisory Calls
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8-hour Response Time
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2x Tax Planning Sessions
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Management Dashboard
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Financial Reports
Best for: Businesses with employees, real estate investors, and $1M–$5M revenue.
strategic
From $2,200/Month
For established businesses wanting CFO-level guidance without a full-time hire.
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Dedicated client portal
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Continuous Bookkeeping
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Bank Reconciliations
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Financial Statements
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Business Tax Return
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Payroll Tax Compliance
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Sales Tax Compliance
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UNLIMITED ​Advisory Calls
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2-hour Response Time
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UNLIMITED Tax Planning
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Management Dashboard
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Financial Reports
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Cash Flow Forecasting
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IRS Notice Support
Best for: Businesses >$5M revenue, multi-entity structures, or owners who want proactive wealth/tax strategy.
We'd also be happy to craft a package specific to your business.
Credentials & Affiliations
Trusted. Licensed. Recognized.









