Tax Planning StrategiesOutsourced CFO ServicesAccounting & Bookkeeping

Service 01

Tax Planning Strategies

Most business owners are overpaying on taxes, not because they're doing anything wrong, but because no one has taken the time to look at the full picture. We do.

We go far beyond year-end filing. Our tax reduction process starts with a comprehensive review of your entity structure, compensation strategy, retirement planning, and timing of income and expenses. We look for every legal opportunity to lower what you owe, and we put a plan in place so those savings happen proactively, not in hindsight.

This is the service that clients most often say changed how they think about their business. When taxes stop being a surprise and start being a managed line item, it changes everything.

What's included

  • Annual tax planning session, before year-end while there's still time to act
  • Entity structure review (sole prop, S-Corp, LLC, C-Corp optimization)
  • Deduction audit to find what you're leaving on the table
  • Retirement plan strategy (SEP-IRA, Solo 401k, defined benefit plans)
  • Timing strategies for income, expenses, and capital gains
  • Quarterly estimated tax projections so there are no surprises
  • Coordination with your other advisors (attorney, financial planner)
  • Federal and state tax preparation and filing

Who this is for

Business owners who feel like they're paying too much and want a CPA who will actually dig in and find savings, not just file what they hand over. Especially valuable for S-Corp owners, self-employed professionals, and anyone with a growing income.

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Service 02

Outsourced CFO Services

You don't need a full-time CFO to get CFO-level thinking. We step into that role and give you strategic financial leadership without the six-figure salary.

Growing businesses reach a point where the numbers get more complex: multiple revenue streams, hiring decisions, cash flow pressure, potential investors or buyers. That's when having someone who understands both the numbers and the strategy makes a real difference.

As your outsourced CFO, we attend key meetings, build forecasts, help you understand your financial levers, and make sure every major decision is backed by solid numbers. We act as a thought partner, someone who's seen these situations before and can help you navigate them confidently.

What's included

  • Monthly financial review of P&L, cash flow, and balance sheet
  • Cash flow forecasting and runway planning
  • KPI dashboards tailored to your business model
  • Budget vs. actuals reporting with commentary
  • Pricing and margin analysis
  • Growth scenario modeling (hiring, expansion, new products)
  • Preparation for investor conversations, bank financing, or a business sale
  • Attendance at leadership or board meetings as needed

Who this is for

Business owners who have outgrown a basic bookkeeper but aren't ready to hire a full-time finance leader. Ideal for companies with $1M–$20M in revenue who want to make smarter decisions, manage cash flow better, and build toward a defined financial goal.

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Service 03

Accounting & Bookkeeping

Clean books aren't just a compliance requirement. They're the foundation of every smart business decision. We keep yours accurate, current, and useful.

Bad bookkeeping costs more than people realize. Messy records lead to missed deductions, late filing penalties, and decisions made on bad data. We take it off your plate entirely, categorizing transactions, reconciling accounts, and producing financial statements you can actually use.

Our bookkeeping service is designed to work hand-in-hand with our tax planning. Because when the same team handling your books is also doing your tax strategy, nothing falls through the cracks, and tax season stops being a scramble.

What's included

  • Monthly transaction coding and categorization
  • Bank and credit card reconciliation
  • Accounts receivable and payable tracking
  • Monthly financial statements (P&L, balance sheet, cash flow)
  • QuickBooks Online or Xero setup and management
  • Payroll coordination
  • 1099 preparation and contractor tracking
  • Year-end close and tax-ready package

Who this is for

Business owners who want to stop managing spreadsheets, catch up on months of backlogged books, or simply hand off the day-to-day accounting to someone they trust. Works for businesses of all sizes, from solo operators to teams with multiple employees.

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Not sure which service is right for you?

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