Outsourced Accuracy

Strategy First. Compliance Follows.

Every engagement starts with understanding where you're going, then building the financial infrastructure to get there.

Tax Strategy & Preparation

Proactive planning. Accurate filing. No surprises.

Tax strategy isn't something that happens in April—it's year-round. We help you plan ahead, time decisions strategically, and file with precision.

What This Includes:

  • Proactive tax planning (not just prep)
  • S-Corp returns (Form 1120S)
  • Partnership returns (Form 1065)
  • Personal returns (Form 1040)
  • Multi-state filings and estimated payments
  • Audit support

BEST FOR:

Owners who've been surprised by a tax bill and never want that again.

Starting at

Tax Planning $2,500/year
Business Returns $1,500/return
Personal Returns $750/return
Get Started

We go beyond compliance. Explore our specialty tax strategies →

Concentrated latin business woman saleswoman working on laptop computer reading financial bank tax document in office workplace. Young manager businesswoman specialist doing bill paperwork using pc
businessman working on payroll management with digital icons showing financial documents, tax filing, and payment systems, optimizing finance workflow for businesses.

Accounting Oversight

Clean books. Clear picture. No surprises at tax time.

Your books tell a story. We make sure it's accurate—managing your financials directly so you always have a clear picture.

What This Includes:

  • Monthly GL review and reconciliation
  • Financial statement review
  • Chart of accounts optimization
  • Cleanup of prior bookkeeping messes
  • Full-service bookkeeping—we handle everything

BEST FOR:

Owners who want clean books without being the one to clean them.

Starting at

$500/month

Get Started

Payroll & Compliance

Paychecks processed. Filings handled. No penalties.

Payroll mistakes are expensive—penalties, notices, angry employees. We handle processing and compliance so you don't have to think about it.

What This Includes:

  • Payroll processing (weekly, biweekly, or monthly)
  • Federal and state payroll tax filings
  • W-2 and 1099 preparation
  • Reasonable compensation documentation for S-corps

BEST FOR:

S-corp owners paying themselves, businesses with employees or contractors.

Starting at

$150/month

Get Started
TEAM representing Together Everyone Achieves More text on wooden stick

Advisory & Fractional CFO

CFO-level insight without the CFO price tag.

You need strategic financial guidance, but you don't need a $200K/year hire. We give you cash flow forecasting, KPI tracking, and real advice—on demand.

What This Includes:

  • Cash flow forecasting and management
  • KPI dashboards and performance reporting
  • Budgeting and profitability analysis
  • Strategic guidance for growth, restructuring, or exit planning

BEST FOR:

Growing businesses who need strategic guidance, not just bookkeeping.

Starting at

$2,500/month

Get Started
Asia strategist leader presents a financial and agile strategy plan to the team in a modern office, leading a collaborative brainstorming session to align goals, boost productivity, and ensure success

Custom Scope. Flat Monthly Fee.

Every engagement is scoped to your situation—no hourly billing, no surprise invoices.

Ongoing engagements start at $2,500/month. We'll review your details before scheduling a scoping call.

Schedule a Call to Discuss Scope