One team for your taxes, books, payroll, and growth.

Tax advisory and strategy

Monthly, quarterly, or annual planning

We do more than file your taxes once a year. We meet with you on a schedule that fits your business, whether that is monthly, every quarter, twice a year, or once a year. We look at your whole picture, plan ahead, and find legal ways to lower what you owe before the deadlines.

• A written tax plan built around your business
• Planning sessions on the schedule that fits you
• S-corp setup and reasonable salary guidance
• A CPA in your corner for every big decision

Accounting and bookkeeping

Clean books plus a clear review of your numbers

We keep your books clean and up to date, so you always know where your money goes. Each month or quarter we also review your numbers and explain what they mean in plain words, so you can make smart calls based on real data instead of guesses.

• Monthly or quarterly bookkeeping
• Clear statements: profit and loss, balance sheet, and cash flow
• A plain-language review of what your numbers mean
• Trends and key numbers tracked over time

Payroll services

Your team paid right and on time

We run your payroll the right way, so your team gets paid on time and your filings stay correct. You never have to worry about a missed deadline or a penalty again.

• Paychecks and direct deposit
• Payroll taxes withheld and filed: federal, state, and local
• W-2s, 1099s, and new-hire reporting
• Full compliance, handled for you

CFO services

Financial leadership without the full-time cost

Get the financial leadership of a chief financial officer without the full-time cost. As your part-time CFO, we help you plan cash flow, set budgets, grow your profit, and make the big calls with a financial expert by your side.

• Cash flow planning and forecasting
• Budgets and profit planning
• Simple dashboards for your key numbers
• Guidance on hiring, financing, and growth