With a true expert in your corner, you won't be evaluating your success just by “what's in the bank”.
Let us help you build a thriving business!
Uncover impactful insights that will increase your profits fast.
We will work together to identify and focus on the most POWERFUL numbers and information that will deliver the most impact possible for you.
Bookkeeping you can rely upon
Whatever your software (even if it's Excel!) you need to have a system for categorizing expenses—not only so you can see what's actually happening—but so you can capture all of the tax savings now available to business owners (if only they knew about them).
Payroll: Handled without pain
Have peace of mind knowing your payrolls are done RIGHT and a team in your corner.
Tax-Integrated Strategy
It's one thing to have clear P&L's—it's an entirely different thing to optimize your financial systems so you're capturing every legal (and ethical) deduction available.
The right advice, at the right time
It doesn't help to have your accountant tell you that you are running in the red AFTER you've buried yourself in debt. Or that a particular product/service category is booming, AFTER you've finished your sales cycle. Let me point you where you need to go.
ELITE Bookkeeping, Payroll & Sales Tax
Establish greater profitability and business efficiency with our Bookkeeping and Payroll Services.
We developed The Simple S.O.R.T. Method™, a proprietary framework we implement to make sure your business foundation is strong and you're maximizing your bottom line.
We are QuickBooks Online ProAdvisors and exclusively use QBO for bookkeeping and Gusto for payroll.
Prices Starting at...
$750/month
Tax Planning & Strategy
Planning is key to greater income and wealth.
We focus on mastering the nuances of tax law, complex tax codes and changes that will affect your tax returns throughout the year utilizing The Simple S.O.R.T. Method™ 30 point tax planning checklist.
Want to shrink your yearly tax bill? Our Tax Planning will minimize your IRS liability and keep more money in your pocket year over year.
We want to be an integral part of your team ALL YEAR LONG (not just at tax time)
Starting at $300/month ...
Valuable all-inclusive monthly packages provide an immediate return on investment. We offer three service levels depending on your situation and goals.
Outsourced CFO Services
You Get All the Benefits of a Full-Time CFO…
At a Part-Time Price!
At some point, your business will reach a point where it would benefit from the advice of a full-time Chief Financial Officer, but you won’t quite be ready to spring for the $150,000+ price tag (plus bonuses and benefits).
Congratulations if your business has reached this point!
Our Outsourced CFO services provide you that valuable financial advice at a fraction of the cost – a perfect bridge for this stage of your company’s growth.
Starting at $5,000
Client Praise...
Ready to Scale Your Business Profits While Saving on Taxes?
Let's get started.
Recent Posts
Your 2025 Tax Strategy Starts Here: What Every Taxpayer Needs to Know About the New Law
Big changes are coming in 2025—and the new “One Big Beautiful Bill” tax law is packed with updates that could impact nearly every type of taxpayer. Whether you're an employee, business owner, investor, parent, or retiree, there are new ways to save… and new rules to...
Going Solar? The 30% Federal Tax Credit Ends in 2025
If you’ve been considering solar panels, geothermal heat pumps, or other clean energy upgrades, 2025 might be your last real opportunity to claim the full 30% federal Residential Clean Energy Credit (RCEC). Originally set to phase out gradually through 2034, this...
Tax Breaks (and Risks!) for Students and Young Professionals in 2025
If you're currently in school, just starting your career, or learning a trade, there’s good news: the tax code may be able to lighten your financial load—if you know how to use it. The 2025 updates include some important opportunities (and a few potential risks) for...