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Our Services

Tax Planning

Our bespoke approach to tax planning includes creating a multi-pronged tax plan, focusing on (1) tax base reduction; (2) tax rate reduction; (3) entity optimization; and (4) exit planning. Typically, we're able to reduce your effective tax rate by at least 5%, resulting in significant tax savings.

CFO Services

Our analytical CFO services aim to bring high-level, Fortune 500 CFO analysis to the small business and startup space. We analyze past results leveraging tools such as industry benchmarking, and we plan for the future with strategies including detailed forecasting.

Tax Compliance

Our cloud-based tax return process is geared to not only keep you compliant, but also to analyze your data in order to plan for the future. Further, we stand behind our tax returns with complete audit support included at no extra cost.

Bookkeeping

Our transparent, accrual-based bookkeeping keeps your books clean and tidy. By leveraging our deep experience and the latest technology, we not only prepare core financial statements, but also provide analytic insights and visualizations beyond the books.

Our Process

1

Onboarding

We begin every engagement with a thorough review of your historical tax returns, bookkeeping, and financial processes to identify cash savings opportunities and areas of potential risk.

2

Implementation

We create and implement a formal tax plan, and integrate KPI reporting, trend analysis, industry benchmarking, and projections so you have clear picture of where your business is at today, where it's been, and how it can optimize its tax and accounting functions going forward.

3

Ongoing Support

We have a dedicated team of CPAs and financial experts at your disposal for whenever and wherever you need them. In fact, our packages include robust support -- via email, phone, and video.

Pricing

Starter
Starts at $750
Per Month

For small businesses and startups seeking detailed tax planning, tax return preparation, and financial analysis.

Core
Starts at $1,250
Per Month

For small businesses and startups seeking detailed tax planning, tax return preparation, bookkeeping, and financial analysis.

Growth
Starts at $1,750
Per Month

For small businesses and startups seeking tax, bookkeeping, and CFO services, including an annual operating plan, budget-to-actual analysis, and long-range planning.

Who We Are

We are seasoned CPAs who refined our skills at Big Four accounting firms. We have served a wide variety of companies, from start ups to Fortune 500. Our goal is to bring Big Four level of expertise and service to the small business and startup sector, at a fraction of the cost.

Our Latest Blog

Maximizing Profitability: The Importance of Gross Margin for Ecommerce Businesses

The Benefits of Outsourcing Your Bookkeeping and Tax Services

Tips for Improving Cash Flow in Your Small Business

How to Maximize Tax Benefits of Buying a Business

The Importance of a Balance Sheet: Keeping Your Business Financially Healthy