CPA Licensed
Fractional CFO Services without Full-time overhead
Decades of experience real-world results
Personal, proactive and data driven.
Three levels of services based on your needs and circumstances
S-Corp or C-Corp Election Form
Sales Tax Registration & Filings up to 3 States
Monthly Bookkeeping & Financial Statements
1 Bank Account
Setup & Monthly Review of Industry Dashboards
Monthly Consultation to Review Financial Statements
Business Tax Return Preparation
Year-end Tax Planning & Support
Slack Ongoing Support
TTM Threshold $1M
S-Corp or C-Corp Election Form
Sales Tax Registration & Filings up to 6 States
Monthly Bookkeeping & Financial Statements
2 Bank Accounts
Setup & Monthly Review of Industry Dashboards
Monthly Consultation to Review Financial Statements
Business Tax Return Preparation
Year-end Tax Planning & Support
Slack Ongoing Support
TTM Threshold $5M
S-Corp or C-Corp Election Form
Sales Tax Registration & Filings up to 10 States
Monthly Bookkeeping & Financial Statements
4 Bank Accounts
Setup & Monthly Review of Industry Dashboards
Monthly Consultation to Review Financial Statements
Business Tax Return Preparation
Year-end Tax Planning & Support
Slack Ongoing Support
TTM Threshold Unlimited
These services create systems for your business to keep compliant, have reliable financial data, and have our team support you with your questions. We will ensure that you are compliant from a tax point of view in all 50 states. Our philosophy is that you should fully outsource your bookkeeping, accounting, sales tax, and income tax workstreams and instead focus your efforts on other areas that can help your business grow, such as advertising, customer support, and product fulfillment.
Our core belief is that your business benefits most when we maintain an ongoing dialogue. That's why our pricing includes dedicated monthly phone time - ensuring we stay connected, strengthen our working relationship, and consistently review and refine your accounting and tax planning strategies
We believe your business deserves more than cookie-cutter solutions. That’s why we combine personalized attention with proactive strategies—keeping you informed, supported, and always a step ahead. Our approach is built on clarity, communication, and results that truly move your business forward.