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...
$950/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)
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
Q2 Estimated Tax Payments are Due June 16, 2025
Let's talk about estimated tax payments. I know, not a fun topic, but an important one. Missing an estimated tax payment can result in non-deductible penalties. Make timely payments via IRS Direct Pay or EFTPS— these are secure and convenient methods to help you avoid...
Who gets a 1099?
Filing 1099s for your business just got a whoooole lot easier! My goal is to help you out as much as possible. I know running your business is time consuming and the last thing you want to think about is taxes and all the paperwork that's involved with keeping up with...
Crucial Financial Metrics Every Business Owner Should Monitor
Understanding your financial statements is essential for making informed decisions and steering your business toward success. But which numbers should you focus on? Here are some key metrics to keep an eye on: 1. Gross Profit Margin Your gross profit margin shows the...