Answers Before You
Even Have to Ask.

Most of our clients are established small to mid-sized businesses, generally $500K to $50M in annual revenue. That said, we work with pre-revenue startups on entity setup and early-stage compliance, and with larger companies on fractional CFO engagements. If you're unsure whether you're a fit, a free consultation will tell you quickly.

We have dedicated practice areas for professional services, healthcare, construction & trades, real estate, and retail & e-commerce. Our advisors are matched to your industry, so you're not explaining job costing or payer mix from scratch every meeting.

We're licensed to practice in the United States and focus on U.S. federal and state tax matters. We do support U.S.-based businesses with international operations or foreign-owned entities filing in the U.S.

Yes. Every client is assigned a dedicated advisor who knows your business, backed by a small team for specialized questions. You won't be re-explaining your situation to a new person every time you call.

We use fixed monthly or project-based fees, not billable hours. Pricing depends on the services bundled together (bookkeeping, payroll, tax, advisory) and your transaction volume. You'll get an exact quote before anything begins — no surprise invoices.

Yes, with no obligation. We'll review your current financial setup, ask about your goals, and give you a straight recommendation — even if that recommendation is to keep doing what you're already doing.

Most clients bundle bookkeeping, payroll, and tax planning together, which is typically more cost-effective than buying each separately. Your advisor will map out the right combination during your consultation.

Your plan can flex up or down as your business changes — adding payroll after your first hire, or scaling into a fractional CFO engagement ahead of a raise or acquisition. We reprice transparently whenever scope changes.

Most clients are fully onboarded — books reconciled, tools connected, reporting live — within two weeks. Timeline depends on how clean your existing records are and how many systems need to be connected.

We're integrated with QuickBooks Online, Xero, Gusto, and most major banking and payment platforms. If you're on a different system, we'll assess whether to keep it or recommend a migration during onboarding.

Absolutely — this is one of the most common reasons clients come to us. We'll do a cleanup engagement to reconcile historical records before transitioning you to ongoing monthly service.

No. We can start with a single service, like tax planning or a books cleanup, alongside your current accountant, and take on more once you're comfortable with the transition.

Yes. We prepare and file federal returns along with state and local filings in every jurisdiction your business operates, including multi-state nexus situations for businesses that sell or hire across state lines.

Clients on an active tax engagement receive audit support as part of the relationship. Your advisor will help gather documentation, respond to notices, and represent your position with the relevant tax authority.

Our CPAs complete continuing education year-round, and we hold regular internal briefings whenever legislation changes. When a change affects you specifically, your advisor will reach out proactively, not wait for you to ask.

Yes, this is the core of our tax planning service. We identify entity structure, deduction, and timing opportunities throughout the year, not just at filing time, which is where most of the real savings come from.