Business advisory & tax
You will always know what we’re waiting on.
Business accounting, tax and advisory for owner-managed companies. A live checklist shows exactly which documents are outstanding and who is holding each one. Usually us, and we say so.
Secure client portal
- 01Fixed monthly fees
- 02Secure client portal
- 03Quarterly, not annual
- 04CPA-led, not outsourced
Services
What we do
We work with owner-managed businesses between roughly $500k and $20M in revenue. Below that we’ll point you somewhere better suited.
- 01
Business tax & compliance
Federal, state and local returns, filed early rather than extended. Extensions are a symptom, not a service.
- 02
Monthly accounting
Books closed by the tenth, with a short written commentary. You should not be finding out about last quarter in April.
- 03
Advisory & CAS
Entity structure, owner compensation, cash-flow forecasting and the tax planning that only works if it happens before December.
- 04
Personal returns for owners
Included for owners of business clients. Your company and personal position are the same problem and should be looked at together.
Results
Licensed & accredited
- Licensed CPA Firm
- AICPA Member
- State Society of CPAs
- QuickBooks ProAdvisor
- Xero Certified
Process
Switching accountants
Easier than people think, and best done between May and August rather than in January.
Discovery call
Thirty minutes. What your business does, what’s currently painful, and whether we’re the right size for each other.
Review & proposal
We look at two years of returns and your current books, then propose a fixed monthly fee. No hourly billing, ever.
Transition
We request records from your current accountant and the checklist shows you where that request has got to. No chasing on your side.
Quarterly rhythm
Books monthly, a proper conversation quarterly, tax planning in the autumn while it can still change the outcome.
What we are waiting on
Nothing, usually.
The portal, the folders and the desk where the list gets ticked. When the list is empty, the books are closed.
Contact
Just finished a rough busy season?
Then this is the right month to talk. Everything worth fixing has to be built between May and August. By January it’s too late to change anything.