You do business.
We do the numbers.

Bookkeeping, tax and payroll, with wealth management for small businesses.

True or false?

RUNNING A BUSINESS IS A WHOLE LOT MORE ABOUT “RUNNING A BUSINESS” THAN ACTUALLY DOING WHAT YOU LOVE.

Administrative tasks can be relentless—especially the money stuff. Bookkeeping, payroll, and taxes are what nightmares are made of. So, you feel stuck between a rock and a hard place.

Do you…

  • continue to spin your wheels on tasks you’re not trained to do? Or,
  • let some things slide, hoping it doesn’t get you in trouble with the IRS?

There's a better option.

YOU MAY NOT HAVE STARTED A BUSINESS TO LIVE KNEE DEEP IN THE NUMBERS–BUT, WE DID.

We believe small business owners deserve a life outside their work—without risking anything falling through the cracks. That’s why, with all-in-one bookkeeping, payroll, tax, and wealth management services, we’ve devoted our small business to helping you manage yours.

You've taken an important first step.

As a multi-generational family business 45+ years in the making, we know how taxing it is to sustain a successful business.

We also know that even considering something other than “the way you’ve always done it” takes intentional effort, time, and frankly—courage. So, we honor your decision to reach out and promise to bring as much value as we can while you examine our services.
YOU SHOULD KNOW:

Our approach is different than most.

Isn’t it funny how most accounting is looking backwards? Filing taxes happens after you’ve made all your business decisions for the year and reporting shows you the rearview mirror, but what about help for navigating the future? Our services cover all your normal bases and also help you continuously look ahead. So, we promise:

CPA-Level Precision & Guidance

Your dedicated, two-person, CPA-led team will take over your bookkeeping, tax, and payroll services and keep them flowing with incredible accuracy. Plus, you’ll get monthly reports, recaps, and recommendations so you never miss a beat.

Tax Planning & Saving

No more wondering how much you should save, when you should go for the tax write-off, or what opportunities are passing you by. We’ll help you optimize your tax strategy so you can make a frustrating system work for you.

Personal & Business Integration

As small business owners, it can be hard to separate business and personal. With so much overlap, we offer add-on financial planning and investment management from our in-house financial advisory team.

LET’S GET TO KNOW ONE ANOTHER.

It's easy to begin.

It can feel worrisome to allow someone into your current (or nonexistent) accounting setup.
But, don’t worry: the transition is way less cumbersome than it feels.

1

Jump on a call to see if we’re a match.

Simply pick a time to chat with one of our CPAs to discuss your needs and our solutions. We promise absolutely no pressure, just a conversation.

2

Pick the package that fits your needs.

When you’re ready to move forward, choose from three customizable, monthly subscription services that align with most small business goals and budgets.

3

Be as hands-on or as hands-off as you’d like.

Our goal is to take all the stress out of your money stuff, but we get that you may want to do some things yourself. We respect your authority and will follow your lead!

Packages & Pricing

Each package includes bookkeeping & support on a monthly basis, but you get to choose how often you want to receive the full financial reporting packet:

Select a Reporting Frequency:

Monthly Reporting
Quarterly Reporting

Essentials

Ideal for businesses who need
accounting support

$395/Month

Essentials Includes:

Accounting Services

direct communication
  • Balance Sheet
  • Profit & Loss
  • Statement of Cash Flows

Encompass

Ideal for business owners that
need accounting & tax support

$595/Month

Everything in Essentials PLUS:

Accounting Services

by a CPA

Tax Services

Wealth Management Services

Enterprise

Ideal for businesses with
more complex needs

Custom Pricing

Everything in Essentials &
Encompass PLUS:

Managerial Accounting Services

Premium Services

Wealth Management Services

Essentials

Ideal for small
businesses

$295/Monthly

Essentials Includes:

Accounting Services

direct communication
  • Balance Sheet
  • Profit & Loss
  • Statement of Cash Flows
  • Owner Tax Summary
Preparation

Encompass

Ideal for growing businesses
that need more support

$495/Monthly

Essentials Includes:

Accounting Services

for Owners***

Enterprise

Ideal for larger businesses or those with complex needs

Custom Pricing

Essentials Includes:

Accounting Services

Analysis
Assistance

Additional Services

Accounting and Tax Services

Wealth Management Services

*Subject to additional fees based on complexity

**Essentials & Encompass Plans are subject to thresholds on number of transactions, accounts, and employees; Businesses exceeding those thresholds would qualify for our Enterprise package.

You might still be wondering...

What if my books are a little (or a lot) messy?

No need to be self-conscious! We’ve seen it all and can handle it. Don’t let the status of your bookkeeping keep you from getting started

Do you work with my accounting software (Quickbooks, Freshbooks, etc.)?

We work with all accounting systems and will help make your system as efficient and user-friendly as possible.

How do I know you’re doing it right?

We’re a CPA firm with a 45+ year history. We stay current with the tax code and find ways to make it work for you, not against you.

What about my personal taxes?

For most of our clients, we prepare their personal taxes as well as their business taxes. Having us do the business accounting & taxes helps us to be able to plan for, minimize, and prepare your personal taxes.

Will you give me recommendations about how to save/spend/hire?

With our series of packages, we are providing you with financial information that will give you guidance and insight to help you make informed business decisions. If your business needs additional support and guidance, that is where our custom plans including outsourced CFO Services come in.

What if I need accounting services outside the norm?

Our Custom services can accommodate most out-of-the-ordinary situations. Please describe what you’re looking for and together we’ll see if we’re a good fit.

HAVE ANOTHER QUESTION? WE’RE HERE TO HELP.