A desktop scene with papers related to accounting tasks.

WORK WITH US

We could be a good fit if you're...

A Real Estate Investor:

Looking for an accounting partner who understands your industry and offers proactive solutions.

Technology-Friendly:

Comfortable working with a virtual firm that leverages the latest technology to provide seamless service.

Focused on Growth:

Seeking a long-term partner dedicated to helping you achieve your company's financial goals.

HOW WE CAN HELP

Fractional CFO

Take your financial strategy to new heights with our Fractional CFO services. From tax preparation to monthly financial insights, we're your partner in maximizing financial growth.

STARTING AT $3,000/MONTH

Tax Prep Bundle

Simplify tax season stress with our comprehensive Tax Prep Bundle. From meticulous record-keeping to expert tax filing, we handle the details so you can focus on what truly fulfills you.

STARTING AT $4,500/YEAR

Dedicated Account Manager

Business & Individual Tax Prep and Filing

Quarterly Tax Estimates

Semi-Annual Tax Strategy Sessions

1099 Contractor Filings

Personalized Tax Return Video Review

Tax Notice Response Service

Client Portal with Chat Features

Monthly Financial Statements

Payroll Management

Monthly Financial Review Meetings

KPI Tracking and Analysis

Budgeting & Forecasting

Cash Flow Management