Business accounting & advisory
Bookkeeping is the bigger part of the job. Tax season is what it builds toward.
Most of what we do for a business client happens between May and December, not in the six weeks before April 15th. A monthly close is what makes the return a formality instead of a scramble.
Two clients
Only one is the six-year relationship.
We file an individual return once a year. A business client's books get touched every month — which is why bookkeeping, not tax prep, is the real center of this practice.
What's included
Bookkeeping, payroll, advisory and formation.
Business
Bookkeeping & Monthly Accounting
Quoted after an intro callYour books closed every month, not cleaned up once a year in March — so the number you see in June is a number you can actually trust.
Business Tax Preparation
Quoted after an intro callS-corp, partnership and sole-proprietor returns prepared by the same person who did your books all year, not handed off cold in April.
Payroll Processing
Quoted after an intro callPayroll run on schedule, payroll taxes filed on time, and W-2s that match your books at year end.
CFO & Advisory Services
Quoted after an intro callA monthly look at what the numbers actually mean — cash flow, pricing, whether now is the time to hire — for a business that has outgrown guessing.
New Business Formation
Quoted after an intro callLLC or S-corp setup, an EIN, and books built correctly from day one, so year one doesn't have to get redone in year two.
QuickBooks Setup & Cleanup
Quoted after an intro callYour QuickBooks file set up right, or cleaned up if it's been drifting, so the reports coming out of it are ones you can actually rely on.
How it works
Four stages, in order.
- Step 1
A free intro call
About twenty minutes. What changed in your year, what you need, and an honest answer on whether we are the right fit.
- Step 2
Your books get set up or reviewed
QuickBooks set up correctly, or an existing file reviewed and cleaned up — so what follows is built on numbers you can trust.
- Step 3
Every month closes on schedule
Not once a year in March. A monthly close means the number on your screen in June is the actual number.
- Step 4
Tax season is a formality, not a scramble
Your return is prepared by the person who already knows your books, from numbers that were never a mystery to begin with.
Why us
What we do differently
We tell you which kind of client you are
A simple return and a growing business need different things from a CPA, and we say so up front instead of running every engagement the same way.
The same person all year, not just in April
Whoever closes your books in July is the one who signs your return in March — nothing gets re-explained to a stranger at tax time.
No account numbers, ever, through this website
Anything financial you need to send us goes through our secure client portal, never through a contact form or an email attachment.
We say when the answer is "not this year"
A new entity, an S-corp election, a cost-segregation study — we'll tell you honestly when the paperwork costs more than it saves.