Complete Financial Clarity

We handle the compliance so you can focus on the vision.

No hourly billing. No surprise fees. Just a flat monthly rate.

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What We Offer

The Foundation (Essentials)

Sleep Well at night knowing the IRS is happy.

Included

  • Monthly Bookkeeping: Transaction categorization & bank reconciliations.

  • Sales Tax: Automated filing and remittance.

  • Payroll Support: Management of Gusto/ADP systems.

  • Annual Tax Prep: Business (1120S/1065) and Personal (1040) returns.

  • Quarterly Check-ins: Reviewing estimated tax payments so you never owe a surprise bill.

    From $99/mo

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Turn your data into a decision-making tool.

The Growth Partner (Advisory)

Included

  • Everything in Foundation.

  • The Monthly Strategy Call: 60 minutes via Zoom to review the "Big 3" (Profit, Cash, Tax).

  • Cash Flow Forecasting: A rolling 12-month view of your bank balance (using your ClickUp board).

  • KPI Tracking: Monitoring gross margin, labor costs, and break-even points.

  • Vendor Management: We handle the "admin" emails from your software vendors.

    From $199/mo

Two business professionals, a woman and a man, are smiling and pointing at a large digital touchscreen displaying colorful charts and graphs in a modern office with city skyline views.

Behind on your books? We love a mess.

Most of our new clients haven't filed in a year or have messy data.

We start every engagement with a Deep Clean to get your historical data accurate before we build the future strategy.

  • Answer: We are QuickBooks Online and Xero experts. If you are on desktop or a spreadsheet, we will handle the migration for you.

  • Answer: We don't bill by the hour. You can email us anytime. For "Growth" clients, we have a scheduled monthly video strategy session.

  • Answer: We specialize in year-round partnership. We believe a tax return is just the final score of the game—we want to help you play the game all year long.