Business advisory & tax
Business accounting, tax and advisory for owner-managed companies. Your books close by the tenth of the following month, so the numbers you are making decisions on are five weeks old at worst.
Services
We work with owner-managed businesses between roughly $500k and $20M in revenue. Below that we'll point you somewhere better suited.
Federal, state and local returns, filed early rather than extended. Extensions are a symptom, not a service.
Books closed by the tenth, with a short written commentary. You should not be finding out about last quarter in April.
Entity structure, owner compensation, cash-flow forecasting and the tax planning that only works if it happens before December.
Included for owners of business clients. Your company and personal position are the same problem and should be looked at together.
Results
Process
Easier than people think, and best done between May and August rather than in January.
Thirty minutes. What your business does, what's currently painful, and whether we're the right size for each other.
We look at two years of returns and your current books, then propose a fixed monthly fee. No hourly billing, ever.
We request records from your current accountant, so you don't have to have that conversation. Usually two to three weeks.
Books monthly, a proper conversation quarterly, tax planning in the autumn while it can still change the outcome.
Closed by the tenth
The ledger balanced, the folders filed and the desk clear by the tenth. Every month looks like this one.
This is the right month to talk. Decisions taken on numbers from last quarter are guesses, however good the guesser is.
Fixed monthly fees. Business clients from roughly $500k revenue. Free discovery calls.
