Innovative & compliant accounting with a human approach.

There’s really no substitute for hands-on attention and the right professional experience when it comes to your accounting needs. Our array of accounting and financial services are designed around companies on the move – and the unique challenges they face. We work alongside you to get where you want to go.

Growth isn’t easy.

In short, your business is growing, and with it your accounting needs seem to be multiplying even faster.
As businesses evolve, and expand, staff sizes increase, the financial complexities can get overwhelming. That’s completely normal. But—as much as you’d like to get your weekends back—bringing on a full-time CPA, Controller, or even maybe a CFO to help you get things under control feels cost-prohibitive. What if we told you you could get back the insights and control without breaking the bank?

How we dive in:

Our 3-Step C.P.A. Approach

Consultation
Let’s talk. Our process starts with conversations so we understand your specific situation. We may even get a little nosey and ask for a lot of documents. That’s just us being us.
Personalization
Next, we create a customized tax strategy. This may include looking at corporate structure, credits and incentives, and possibly even amendments to your tax returns.
Application
With discovery and strategy complete, we execute the plan – everything from creating KPIs and forecasts to establishing new corporate entities.

The specific ways we help:

Tax & Financial Services

Controllership

You’re growing, but you’re just not ready to pull the trigger on a full-time Controller. We get it. Which is why our Controller Services are a perfect fit for a growing business that needs professional advice and financial oversight. From identifying KPIs (key performance indicators), to implementing best practices, maintaining accounting standards to providing financial and tax guidance, our Controllers will help keep you informed, so you can make the best decisions possible for your business.

Virtual CFO (VCFO)

Ready to level up your business? Our Virtual CFO services will give you the financial insight you need to grow at a fraction of the cost for a traditional CFO. Our services include financial forecasts, industry KPIs, annual budgeting, company expansions, bank meetings, benefits compliance and much more.

Here’s how you can plug in to our Accounting Services or Virtual CFO Services.

Core Services
Recommended Annual Revenue Min. $1.0M
STARTING at $500/Week
Monthly Write-up Services*
Financial Statements
Payroll Processing
Personal & Corporate Tax Returns
Tax Minimization Strategies
Estimated Payments
Retirement Planning
One State Income/Sales Tax Return (if applicable)
Cash Flow Management
Unlimited Email Support
*Limited to 2 Bank Accounts and 2 Credit Cards
Bonus
Monthly 1:1 financial statement review with a highly-qualified Virtual CFO
Wholesale discounts on accounting-related software
Back-Office Accounting Team
Increased Annual Gross Revenue will result in Increased Fees

Add-on Services provided on an as-needed basis:

Add-On Services
Additional Pricing Based on Frequency of Service
Customized Company-wide KPIs
Customized Financial Reports
Performance/Reporting by Project / Class / Department
Contractor Management
Additional Bank Accounts/Loans/Credit Cards
Multi-State Income/Sales Tax Returns
Conventional/SBA Loan Consulting/Preparation
Discounted hourly rate for CFO support on special projects

Let’s Do This!

Our CPA process guarantees you will get results.
And in the process, you gain peace of mind around your entire accounting and tax process.

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Expand and Diversify with a strategy. Identify your top performing services, products, departments to maximize growth rather than expend resources on non-performing areas.

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Pay your Taxes on Time, weekly, monthly, quarterly, annually, with strategized amounts, and take advantage of tax breaks as they come available.

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Keep-up with the everchanging State-Tax Laws with remote workers, interstate sales, and state credits.

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Maintain a predictable cashflow for unanticipated costs and rising inflation.

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Provide employee benefits to maintain and attract talent without breaking the bank.

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Develop Peace of Mind around your entire accounting and tax process, addressing questions as they come up.

Book a Consult

We’re Always Learning. So You Can, Too.

Increasing costs, inflation, and rising interest rates have you concerned? Confused about what accounting services are right-sized for your company? You’re not alone. Give us a follow on our blog, or sign up to receive emails when we post new articles. We’ll keep them short and sweet (we know how busy you are).
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Ready to have a consultation to help determine the level of accounting support that suits you?
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