WHAT WE OFFER
Every Service Designed to Move the Needle
From clean books to CFO-level strategy — our services are built around your outcomes, not our billable hours.
TAX PREPARATION & PLANNING
Tax Preparation & Strategic Planning
We do more than file returns. We build a year-round tax strategy that identifies savings opportunities before April — not after the damage is done.
- ✓ Federal & state individual and business returns
- ✓ Year-round proactive tax planning sessions
- ✓ Entity structure optimization (LLC, S-Corp, C-Corp)
- ✓ IRS audit representation and response
- ✓ Estimated quarterly tax management
Ideal For
Contractors
Self-Employed
Small Businesses
Individuals
Self-Employed
Small Businesses
Individuals
IRS Insider Advantage: Our team includes a former IRS Senior Revenue Agent. We know what triggers audits, what's defensible, and how to keep you protected year after year.
ACCOUNTING & BOOKKEEPING
Accounting & Bookkeeping
You can't make good business decisions from bad books. We deliver accurate, monthly financials so you always know where your business stands.
- ✓ Monthly bookkeeping and reconciliation
- ✓ Profit & loss, balance sheet, cash flow reports
- ✓ Catch-up bookkeeping for prior periods
- ✓ QuickBooks Online setup and cleanup
- ✓ Job costing for contractors and project-based businesses
Ideal For
Home Service Contractors
Small Businesses
Catch-Up Clients
Small Businesses
Catch-Up Clients
No more guessing: Clean monthly financials mean tax season is predictable, loan applications are ready, and your business decisions are grounded in real numbers.
FRACTIONAL CFO
Fractional CFO Services
CFO-level financial intelligence — without the CFO salary. We plug into your business as a strategic financial partner, not just a number-cruncher.
- ✓ Cash flow forecasting and management
- ✓ KPI dashboards and financial reporting
- ✓ Budgeting, scenario planning, and growth modeling
- ✓ Investor-ready financials and due diligence support
- ✓ Monthly strategy calls with your advisory team
Ideal For
Startups
Growth-Stage Businesses
Fundraising Companies
Growth-Stage Businesses
Fundraising Companies
Strategy at every stage: Whether you're preparing for a raise, scaling operations, or planning an exit — we bring the financial clarity to make confident moves.
NONPROFIT ADVISORY
Nonprofit Accounting & Advisory
Nonprofits have unique compliance demands — and unique missions worth protecting. Our team brings direct IRS TEGE experience to keep your organization compliant and your leadership confident.
- ✓ Form 990 preparation and filing
- ✓ Tax-exempt status application and maintenance
- ✓ IRS TEGE compliance and advisory
- ✓ Fund accounting and grant tracking
- ✓ Board-ready financial reporting
Ideal For
501(c)(3) Organizations
Charities & Foundations
Community Nonprofits
Charities & Foundations
Community Nonprofits
TEGE Insider Knowledge: Our former IRS TEGE agent has examined nonprofits from the inside. That experience now works entirely in your favor.
Not Sure Where to Start?
Tell us about your business and we'll recommend the right services — no commitment required.