Services built around the decisions ahead.
Year-round financial support for growing, owner-operated businesses that need reliable information, accurate tax work and practical strategic guidance.
Build decisions on reliable information.
Ongoing accounting establishes the financial foundation. CFO support adds focused analysis when owners need deeper insight into cash flow, profitability, forecasting or pricing.
Monthly Accounting
Quarterly, monthly or weekly accounting supported by scheduled Performance and Tax Strategy Sessions. Choose from Foundation, Momentum and Thrive.
CFO Services
Flexible CFO-level support for cash flow, forecasting, profitability, pricing and consequential owner decisions.
Support that scales with the business.
Quarterly accounting with 2 Tax Strategy and 2 Performance Strategy Sessions annually.
Monthly accounting with 2 Tax Strategy and 4 Performance Strategy Sessions annually.
Weekly accounting with 4 Tax Strategy and 12 Performance Strategy Sessions annually.
Accurate preparation supported by context.
Preparation engagements focus on accurate, defensible filings. Forward-looking planning is delivered separately through a Tax Strategy Session or included within eligible Monthly Accounting plans.
Business Tax Preparation
Federal and state return preparation for S corporations, partnerships, LLCs and corporations, with professional review and secure filing.
Individual Tax Preparation
Individual return preparation for business owners and households whose filings require greater context, coordination and professional judgment.
Focused strategy with a defined outcome.
Each session begins with preparation and concludes with practical recommendations. Each engagement has a defined scope, price and deliverable.
Startup Strategy Session
CPA-led planning for founders establishing their financial foundation, hiring, transitioning into ownership or preparing for growth.
Performance Strategy Session
A structured performance review for current clients focused on cash flow, profitability, pricing and owner decision support.
Tax Strategy Session
Forward-looking tax analysis, prioritized recommendations and implementation guidance based on your current financial position.
Built for growing owner-operated businesses.
Not sure which service is right?
A discovery call helps us understand your current needs and determine whether our service model is the right fit.
