Everything you'd want to know before reaching out.

Traditional firms look backward — they compile your past transactions after the window for real planning has closed. We work as a strategic partner: forward-looking models, proactive tax planning, and hands-on management of your financial systems. And we come with no industry learning curve — we already understand subscription metrics, ASC 606, clinical-trial budgeting, and R&D credit eligibility.

We focus on SaaS & technology, pharma, life sciences, biotech, and advanced manufacturing. Our ideal client is venture-backed, bootstrapped, or institutional, approaching or scaling past $1M–$2M+ in annual revenue. We don't serve general retail, restaurants, or non-technical service businesses.

Yes. We're headquartered in Raleigh, NC, but we're a fully cloud-native firm serving high-growth companies nationwide. All work runs through secure tools — TaxDome, QuickBooks Online, and Dext. Location is never a barrier.

It's the strategic leadership of a full-time CFO, on a part-time or project basis. For us that means runway modeling, board-grade reporting, cap-table advisory, and C-suite support — without a $250K+ salary. You get the right level of financial leadership for your stage.

Both — as separate or combined engagements. Tax prep is usually its own engagement; tax strategy is an ongoing advisory relationship; bookkeeping and CFO advisory are monthly retainers. Many clients use several, but we scope them separately so pricing stays clear.

It's a federal incentive that lets qualifying businesses offset up to $500,000 a year in payroll tax. Many SaaS, biotech, pharma, and tech companies qualify without realizing it — software development, clinical research, product testing, and process improvement all count. We run a full R&D credit study as part of tax strategy to capture every dollar you're owed.

Qualified Small Business Stock can exclude up to 100% of capital gains when you sell — potentially saving millions at exit. Qualifying depends on entity structure, asset size, and active business activity, so the key is structuring years ahead. We identify eligibility early and set your entity up accordingly.

Every engagement starts with the Financial Health & Venture-Readiness Assessment — a standalone diagnostic and roadmap, before any ongoing commitment. From there we scope the right services. Onboarding runs through TaxDome, where you complete intake, connect accounts, and get your secure document workspace.

No — that's exactly why we're here. We regularly onboard clients whose books are outdated, on cash basis, or built on a weak foundation. As part of the assessment and bookkeeping work, we handle cleanup, move you to accrual, and build a clean ledger from the ground up. You don't need to be ready — that's our job.

QuickBooks Online for the general ledger, Dext for receipt and document capture, TaxDome for the client portal and e-signatures, and Fathom for reporting and forecasting. We manage the whole stack — you don't need to know how any of it works.

Documents and e-signatures go through your secure TaxDome portal. Day-to-day strategy is available over Google Chat for Fractional CFO clients, plus weekly executive briefings for ongoing advisory. You'll always know who to reach and how.

We don't bill hourly. Ongoing services — bookkeeping, CFO advisory, tax strategy — are monthly retainers scoped to your complexity and stage. The assessment is a fixed-fee project, and tax prep is scoped per entity. Everything is priced transparently up front — no surprise invoices.

Our entry point is the assessment — a standalone project with no ongoing commitment. From there, advisory engagements are typically 12-month agreements with 30-day notice, reflecting how deeply we integrate into your financial operations.

Our ideal client is approaching or scaling past $1M–$2M+ in annual revenue, where infrastructure decisions directly multiply enterprise value. We'll consider pre-revenue companies case-by-case when there's significant venture backing or real complexity.

Preparation is filing your returns accurately based on what already happened. Strategy is the year-round planning that shapes what happens before it's recorded — R&D credits, QSBS structuring, quarterly planning, and aligning decisions with your tax position in advance. Most firms only do preparation; we do both, and we lead with strategy because that's where the value is.

Many high-impact moves need to be in place before December 31, but it's rarely truly too late. R&D credits can often be claimed retroactively, QSBS can be addressed going forward, and even mid-year clean books beat a year-end scramble. The best time to start is now.

Your secure TaxDome portal lives at slaccountingsolutions.taxdome.com. You'll get login credentials during onboarding. It's where you upload documents, sign engagement letters, access completed returns, and message the team securely.

Yes. TaxDome uses 256-bit AES encryption at rest and TLS 1.2+ in transit — the same standard major financial institutions use. We never request sensitive data by email; all document exchange, signatures, and communication happen inside your secure portal.