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.

How It Works

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.

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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.

TAX PLANNING is now included with all bookkeeping packages. EVERY BUSINESS needs and deserves tax planning! 

We are QuickBooks Online ProAdvisors and exclusively use QBO for bookkeeping, Gusto for payroll, and Avalara for sales tax reporting.

 Packages Start at $1,000/month

 

Tax Planning for Monthly Bookkeeping Clients

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.

Tax Projections are calculated twice a year so you are never surprised on April 15th!

Tax Planning is only offered to our monthly bookkeeping clients. We want to be an integral part of your team ALL YEAR LONG (not just at tax time)

Individual and Corporate Tax Prep

We have the expertise and knowledge you are looking for in a tax team.

We are not just data entry experts. We are ANALYTICAL experts that look for gaps and missing deductions as we prepare returns.

No more stress and paying more than you need to during tax season when you work with us.

Prices Starting at...

$550 for Individual 1040 tax returns
$1,500 for S-Corp, Partnerships, & C-Corp

(These fees include one state and one federal return)

Please Note: Tax Preparation is only offered if you are a monthly bookkeeping client.

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.

Click Here to Learn More...

**CFO Packages start at $5,000/month

Ready to Scale Your Business Profits While Saving on Taxes?

Let's get started.

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