S-corp · Real Estate · Multi-Entity

Your business has OUTGROWN your accountant.

Proactive tax strategy and financial clarity for business owners who want a partner, not just a preparer. Virtual. Nationwide. Flat monthly fee.

Find out what you're overpaying See how it works →
$847K+

documented tax savings across active clients

$8–15K

average client recovers in year one

100%

of clients receive quarterly strategy reviews

What we do

Fractional CFO & Advisory

Quarterly strategy, cash flow forecasting, entity structure optimization, and guidance on demand.

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Tax Strategy & Preparation

Proactive planning year-round. S-corp, partnership, personal returns. Multi-entity coordination.

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Accounting Oversight

Monthly close, GL review, financial statement delivery by the 15th. Clean books, no surprises.

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" Frank found $43,000 in savings my previous accountant missed. He doesn't just file returns — he thinks about my business and calls me with ideas before I even ask.

RC

Real Estate Investor · $1.2M portfolio · Client since 2023

Not for everyone.
Maybe for you.

We work with a small number of clients. Calls are scheduled after intake review.

S-corp, partnership, or multi-entity structure
Want proactive strategy, not just compliance
Generating $500K+ in annual revenue
Value clarity over cheap