- Certified Public Accountant
- Enrolled Agent
- Certified Tax Resolution Specialist
- AFSP
- QuickBooks ProAdvisor
- Deloitte & KPMG alumni
The shift
We work with business owners, and the work starts with your books.
That sounds like the simple part. It usually isn't. Most businesses outgrow their bookkeeping long before the owner notices. The categories things get filed under were set up years ago by whoever came first and never revisited. There are three companies now instead of one, with money moving between them and nothing tying it together. Inventory, jobs, customer deposits, the money you take out of the business, all recorded loosely enough that you can pull a report but you can't really rely on it.
So that is what we do. We rebuild the books properly and keep them that way. Everything organized the right way, closed and checked every month, with the messy parts sorted out instead of dumped into a miscellaneous pile. One company or five, same standard.
Everything else runs on that. Your tax return gets filed on time because the year is already finished, not pieced back together in March. Your sales tax and payroll filings are right because the numbers behind them are right. When you ask whether you can afford to hire someone, we answer from your actual numbers instead of starting from scratch.
Clean books are not the exciting part of what we do. They are what makes every other answer worth anything.
Alejandro Toro, Partner
How we engage
Start with Foundation. Then choose your plan.
Every relationship begins with a foundation — clean books, a correct structure, systems that produce numbers you can trust. From there the monthly plan matches what the business actually needs.
Foundation
Get clean, get compliant, get current.
We review how your accounting is set up today and rebuild it into a structure designed for your business: the right chart of accounts, entity setup, and systems, wired to produce clean, meaningful numbers. Get the structure right once, and every report, tax return, and decision that follows gets easier.
Start here- Bookkeeping cleanup and catch-up
- Chart of accounts rebuilt for your business
- QuickBooks and app-stack setup and integration
- Historical cleanup and accurate opening balances
- + 3 more
Every engagement starts with Foundation. We get your structure, systems, and books set up correctly first — so when your monthly plan kicks in, it's running on a clean, reliable base from day one rather than building on a shaky one.
then choose a monthly plan
- IWhere most begin
Essential
Clean books every month. Nothing's a surprise in April.
Custom quoteMonthly billingOwners who want accurate monthly books, clear statements, and their taxes handled — without needing us in day-to-day operations yet.
- Monthly bookkeeping and reconciliations
- Monthly financial statements you can read
- Month-end close
- Sales tax and 1099 filings
- + 2 more
- II
Growth
Your whole back office — run for you.
Custom quoteMonthly retainerEstablished businesses that want reliable numbers, payroll and bills handled, and the day-to-day off their plate.
- Everything in Essential, maintained
- A/P (bill pay) and A/R (invoicing and collections)
- Payroll processing and tax filings
- Multi-state sales tax and license compliance
- + 2 more
- III
Partner
A CFO in the room, without the CFO salary.
Custom quoteMonthly retainerBusinesses making real decisions — hiring, borrowing, buying, expanding — that need finance leadership in the room.
- Everything in Growth
- Inventory, COGS and department margin
- Annual budget and rolling forecast
- KPI dashboard and monthly business reviews
- + 2 more
What we do
Twelve services, one team, no handoffs.
The people preparing your return are the people who kept your books. Nothing gets lost in translation, because there is no translation.
Tax & Compliance
05Accounting & Payroll
04The flagship
Most businesses do not need a full-time CFO. Almost all of them need CFO thinking.
A bookkeeper records what happened. An accountant files it. A CFO helps you decide what happens next. We do all three — which means the forecast is built on books we maintain, not numbers we were handed.
Business advisory services- Rolling 12-month forecast, revised monthly
- Cash-flow runway you can actually see
- Scenario modelling before you commit
- Monthly leadership meeting
- Lender and buyer-ready reporting
Where we go deep
Three sectors we know unusually well.
We work across a much wider range than this — but in these three, we know the margin structure, the traps and the questions before you ask them.
Supermarkets & Grocery
Thin margins, heavy transaction volume, real inventory and a workforce that turns over — grocery punishes weak accounting faster than almost any other sector.
Real Estate
Entity structure, basis tracking, depreciation and exchange planning — the areas where real estate tax outcomes are actually decided.
Financial Advisors
Accounting and tax for RIAs, advisory practices and the advisors who own them — including the equity and succession questions that come with the seat.
Insights
Notes on tax, cash and running a business.
Three questions to answer before you hire a business advisor
Business advisory engagements fail for predictable reasons, and most of them are visible before the engagement starts.
ReadReasonable compensation is where most S-corp savings go wrong
The S-corp election saves real money on self-employment tax. It also creates an obligation that owners routinely underestimate, and the IRS has been willing to unwind aggressive positions.
ReadYou may already owe sales tax in states you have never visited
Economic nexus means a filing obligation can be triggered by sales volume alone. Most businesses that have crossed a threshold do not know they have.
ReadStart the conversation
Tell us what the business is trying to do next.
An introductory call is thirty minutes and costs nothing. If we are not the right firm for what you need, we will say so and point you somewhere better.