Let’s elevate your business.

Helping you increase profit and reduce taxes.

Accountants record what’s happened in the past.

But you need to know what to do now to impact the future.

In a large company, the CFO advises the CEO on what needs to happen to now to increase profits, improve cash flow and fuel growth. We believe every business needs that.

Time freedom and financial freedom are in your reach. But first, there are certain areas of your business that need to start functioning without you, so that you have more time to pour into areas where you really shine.

A key step towards this is outsourcing accounting.

An even further step is maximizing your profits so you can grow and scale.

But most business owners struggle to find a proactive, single point of contact for accounting, tax and advisory services.

Except now, you’ve found us.

Let us handle the numbers for you.

Business Services

Essentials

Essential Accounting & Tax

Best for any business owner.

  • We exist to provide tax compliance services consisting of accurate books, preparation of financial statements and tax returns so that you are able to meet the compliance requirements for your business.

  • Bookkeeping is the backbone to your business. We organize and record all of your financial transactions. We ensure you have clean books that produce clear financials each month and easy tax filings.

  • We make sure your employees are paid the right amount, at the right time.

  • Every month we will post your financials so you know exactly how your business is doing.

  • We make your tax filing process as smooth as possible.

Starting at $500/month

Pro

Essentials + Tax Strategy

Best for business owners with $500K+ revenue.

  • We exist to help you pay the least amount of taxes legally possible. We work with you throughout the year to proactively identify and implement applicable tax strategies while also providing the essential accounting and tax preparation services your business needs.

  • All tax compliance services listed in the Essentials package are included. You will receive bookkeeping, payroll, financial statements and tax preparation.

  • We will review your entity structure and guide you through restructuring with our legal partners if necessary.

  • The key to tax savings is correct implementation. We quarterback the implementation process to ensure deadlines, documentation and requirements are met for each tax strategy we recommend for your unique situation.

  • We will meet to discuss tax strategies and ways to reduce your tax liability on an ongoing basis.

Starting at $1,000/month

Fractional CFO

Forward Looking Planning

Best for business owners with $1M+ revenue.

  • We exist to give you clear direction on having a successful business that is able to generate consistent, positive cash flow all for a cost savings vs. an in-house CFO.

    We’re here to guide you and help you understand the financial impact of every decision you make in your business. We’re an oasis to overwhelmed and stressed-out business owners who want to have a growing, more profitable and successful business.

  • We work with you to establish annual targets for all the drivers of profitability and cash flow.

  • Each month we work with you to update your forecast for the remainder of the year. We then compare your forecast vs. your annual targets to see if you remain on-track.

    Our entire analysis comes together in an easy to read scoreboard that will demonstrate, visually, how well you are on or off-track toward success.

  • We mutually create objectives that represent your most critical items you need to focus on to hit your targets and move your business forward. Then we identify actionable next steps to accomplish these objectives.

  • We will discuss performance, KPI’s, strategic initiatives, projects and more.

Starting at $1,500/month

All in One

Pro + Fractional CFO

Best for business owners who want it all.

Starting at $2,500/month

Business Valuations

Business valuations made accessible and affordable to help you understand what your business is worth.

More for Business Owners

Personal Finances

We aren’t your typical financial advisor. Financial planning for your household to help you build, protect and transfer your wealth.

Business Retirement Plans

For small and medium businesses looking to start a retirement plan or revise their current retirement plan.

Our Process

Step 1

Book a Right Fit call. We will discuss the scope of work you are looking for and see if we’re a good fit.

Step 2

After we understand your business, you will receive a customized proposal.

Step 3

We will have a kick off meeting and get access to your books and financials.

Ongoing business services. We will work together to help you have a growing and successful business.

Step 4

Less transactional, more relational.