Accounting, Tax, and Advisory for
Owner Operated Businesses

We provide ongoing accounting oversight and tax strategy for business owners who want structure, clarity, and compliance done right.

Our Services

Our services are structured to support business owners who need clarity, organization, and proactive financial guidance.

We primarily work through ongoing engagements designed to function as an extension of your internal accounting and tax department. For clients who do not require ongoing support, we also offer limited-scope, project-based services.

Ongoing Accounting & Advisory Services

These services are designed for business owners who want year-round oversight, not just year-end filing.

Monthly Accounting & Financial Oversight

Best for: Business owners who want clean books and clarity year-round.

Ongoing bookkeeping and financial reporting designed to keep your records accurate, organized, and decision ready throughout the year.

  • Monthly bookkeeping and account reconciliations

  • Financial statement preparation (Profit & Loss, Balance Sheet)

  • Ongoing review and issue identification

  • Support and guidance related to your accounting system

Tax Compliance & Strategic Planning

Best for: Owners who want proactive tax decisions, not surprises. 

Proactive tax planning and compliance support designed to reduce surprises and ensure tax decisions are made intentionally.

  • Year-round tax planning meetings

  • Business tax compliance support

  • Estimated tax guidance

  • Entity structure and compensation planning (as applicable)

Outsourced CFO & Advisory Support

Best for: Owners making growth, cash flow, or pricing decisions. 

Advisory support for business owners making decisions related to growth, cash flow, profitability, and long-term planning.

  • Cash flow and profitability analysis

  • Planning and strategy discussions

  • Decision support for owners

  • Ongoing advisory access

Project-Based & Individual Services

These services are designed for clients who need targeted support without an ongoing engagement.

Individual & Business Tax Preparation

Annual tax preparation services for individuals and businesses who are not seeking ongoing accounting or advisory support.

  • Individual income tax return preparation

  • Business tax return preparation (as applicable)

  • Electronic filing

Standalone Tax Planning

One-time tax planning engagements for business owners seeking proactive guidance without monthly services.

  • Tax minimization strategy review

  • Entity structure and compensation analysis

  • Planning deliverables tailored to your situation

One-Time Consulting & Cleanup Projects

Limited-scope engagements designed to address specific accounting or tax needs.

  • Bookkeeping cleanup and catch-up

  • Second-opinion reviews

  • Targeted consulting projects

Fees are determined based on the scope of services, complexity of your situation, and level of ongoing support required.

Ongoing engagements are structured as monthly subscriptions. Project-based services are priced per engagement.