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

Accounting & Tax

  • 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.

  • Because we are organizing your books each month and know your business, we make your tax filing process as smooth as possible.

    We can also calculate your estimated tax liability so you can make quarterly estimated tax payments with confidence.

  • We will meet during tax season to understand any changes or updates to your situation to ensure an accurate tax return.

This service is best for any business.

Tax Strategy

  • 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.

  • 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 file your tax return to ensure the strategies are recorded correctly and implemented on your return.

    We will also calculate your estimated tax liability so you can make quarterly tax payments with confidence.

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

This service is best for businesses with $500K+ of annual revenue.

Fractional CFO

  • 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 meet monthly to dive deep into your financials. We will discuss performance, cash management, strategic initiatives and projects and provide true financial planning for your business.

This service is best for businesses with $1M+ of annual revenue.

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.

Step 4

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

Less transactional, more relational.