Clean Books,
Clear Decisions.
For Businesses Too Big for TurboTax and Too Small for Deloitte 😊
CPA | Fractional CFO | Bookkeeping | Tax
Services That Scale With You
From startup bookkeeping to strategic CFO guidance, we meet you where you are.
Bookkeeping Services
Monthly reconciliation, financial statements, and ongoing bookkeeping support
Tax Services
Personal and business tax preparation, planning, and compliance
CFO Services
Fractional CFO retainers and strategic financial projects
Service Bundles
Comprehensive packages combining multiple services at special rates
Why We're Your Perfect Match ✨
Spoiler alert: We're kinda obsessed with making your business succeed
Real Experts (No Robots!)
Actual CPAs who love what they do and speak human, not just accounting-ese
Built to Save You $$$
We know every trick in the book to help you keep more of what you earn
We Actually Care
You're not a number to us. We're in this together!
Tech-Savvy
Cloud-based, real-time, mobile-friendly. Your finances, anywhere!
Transparent pricing
Clear, upfront pricing with no hidden costs or surprise bills
No hidden costs
What we quote is what you pay - simple, honest, and transparent
Common Questions
Everything you need to know about our services
What makes your bookkeeping different?+
We combine CPA-level accuracy with FP&A insights. You get clean books plus strategic guidance on what the numbers mean for your business.
How does fractional CFO work?+
You get C-level financial expertise on a part-time basis. Monthly retainers start at $2,500/mo for 10 hours of strategic guidance, forecasting, and financial planning.
What's included in the setup fee?+
Chart of accounts cleanup, historical reconciliation, system setup, and process documentation. One-time investment for clean books going forward.
Do you handle sales tax and payroll?+
Yes. Sales tax filing is included in most packages. Payroll processing is available as an add-on with transparent per-employee pricing.
Ready to get started?
Get a transparent proposal in 24 hours or book a quick intro call to discuss your needs.