Our core service lines are:

Tax Strategy Retainer (proactive planning and quarterly estimate management)

Bookkeeping / Monthly Close (accurate, decision-ready financials)

Fractional CFO (forecasting, KPIs, and strategic finance support)

Tax Return Preparation (separate engagement from strategy)

We work with growth-minded small businesses and founder-led companies that want proactive tax planning and clean financial operations—typically:

$500k–$5M in revenue (common, not required)

5–50 employees/contractors

LLCs and S-corps are the most common structures we see

We generally work with individuals only when they own the business we support (or the engagement requires an owner return to complete the planning).

We’re industry-agnostic. Our focus is on businesses that value clean financial systems, strong compliance, and proactive strategy. If your situation has unique requirements (inventory, multi-entity, complex multi-state), we’ll confirm fit on the discovery call.

Book a short discovery call. We’ll confirm fit, identify the highest-impact opportunities, and recommend the cleanest starting point (tax strategy, cleanup, bookkeeping, or CFO support).

Pricing depends on complexity and scope. For planning, our monthly retainers often start at $750/month, with many clients landing between $750–$1,500/month. We’ll confirm a clear price after a short discovery call.