Clean Books.
Smarter Taxes.
Better Decisions.
Monthly accounting and proactive tax planning for growing service businesses.
Bringing enterprise-level accounting to growing businesses
Our background is in accounting roles at established organizations where financial information supported executive decision-making and was relied upon by investors and stakeholders.
That experience shapes how we support our clients today, helping business owners move beyond basic bookkeeping and gain the financial clarity needed to manage growth with confidence.
accounting experience
Accurate
Financial statements are reviewed monthly to ensure accuracy and completeness before delivery.
Proactive
We monitor your financial activity throughout the year to help identify issues before they become problems.
Responsive
You have direct access to an experienced accountant who understands your business.
Integrated Accounting & Tax
Monthly Accounting
Accurate books and clear financial reporting every month.
- Bookkeeping and reconciliations
- Monthly financial statements
- QuickBooks management
Business Tax Returns
Returns filed accurately and on time, across every entity type.
- S-Corp, Partnership, and C-Corp returns
- State tax & business filings
- Owner personal returns
Tax Planning
Proactive strategies to optimize tax outcomes and avoid unexpected liabilities.
- Estimated tax projections
- S-Corporation election analysis
- Deduction and structure planning
Business Advisory
Ongoing evaluation of financial performance to inform business decisions.
- Strategic financial discussions
- Profitability and performance insights
- Planning for growth and cash flow
Cleanup & Catch-Up
If your books are behind, we start with a fixed-scope project to get everything in order.
- Books review and reconciliation
- Prior-period bookkeeping catch-up
- QuickBooks setup or reorganization
Not sure which service fits your situation?
A free 30-minute call is the fastest way to figure out what makes sense.
Plans starting from $400 per month
Final pricing depends on transaction volume, entity type, and advisory scope. Month-to-month, no long-term contracts.
How It Works
Most clients are up and running within two weeks.
Consultation
We review your current setup, discuss what you need, and confirm whether we're a good fit.
Proposal
You receive a written scope of services and pricing specific to your business.
Onboarding
We connect your accounts, review existing records, and get your books organized.
Ongoing Support
Monthly close, consistent reporting, and a team available year-round.
For businesses that have outgrown the basics
We work with owner-operated service businesses where the financial complexity has grown past what a basic bookkeeper or once-a-year tax CPA can handle well.
As teams grow and revenue scales, you need reporting that reflects what is actually happening and an accountant who is engaged throughout the year, not just at filing time.
Ready to get your books in order?
A free 30-minute call to understand your situation. No obligation.