CPA-GUIDED TAX & ACCOUNTING SOLUTIONS BUILT FOR GROWTH
Bookkeeping, tax strategy, and growth advisory led by a U.S. CPA with 5+ years serving clients from startups to multi-million-dollar firm - so you can keep more of what you earn and grow with confidence.
Bookkeeping That Runs Itself
Clean, accurate, investor-ready books, without you lifting a finger.
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What's Included
- Books closed monthly, always accurate & audit-ready
- Bank & credit card reconciliations handled for you
- Tax-optimized chart of accounts setup & cleanup
- Sales-tax & 1099 filings done on time
- Organized reports that make tax season painless
- 24/7 secure cloud access to all financial records
Taxes That Work in Your Favor
Pay less, keep more with proactive planning all year long.
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What's Included
- Federal & state returns (1040, 1065, 1120, 5472)
- S-Corp & C-Corp filings with built-in tax planning
- Quarterly tax estimates with payment reminders
- Proactive strategy calls to legally reduce liability
- IRS correspondence support & audit prep
- Year-end planning to avoid surprises
Business Tax Returns
Full-service preparation for LLCs, partnerships, and corporations.
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What's Included
- Preparation & filing for partnerships (1065), S-Corps (1120S), and C-Corps (1120)
- State tax filings for all entity types
- Compliance reviews to reduce errors
- Quarterly planning sessions for entity tax efficiency
- Support for IRS and state notices
- Year-end closeout with proactive tax strategy
CFO-Level Growth Guidance
Data-driven strategies to boost profit and cut waste.
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What's Included
- Cash-flow forecasting & runway planning
- Profitability analysis & cost-reduction review
- KPI dashboards with monthly variance reviews
- Pricing & margin-improvement playbooks
- Multi-entity consolidation & planning
- On-demand CFO-level advisory sessions