The business makes money. You should know where it goes, and keep more of it.
You run a practice or a business doing $750K to $5M a year. The books are late or thin, the tax bill arrives as a surprise, and nobody is looking at the business and your household together. We keep the books, run the month-end, plan the tax across the company and the owners, and tell you what is coming.
Profit on paper, and no idea where the cash went
Books closed every month and a 13-week cash forecast, so tight weeks are seen before they arrive
A tax bill that surprises you every April
Quarterly projections and a written tax plan covering the company and the owners together
Owner pay, distributions and retirement set by habit
Owner pay, S corporation and retirement plan choices worked out in dollars before year end
A lender or partner asking for numbers you cannot produce
Accrual books closed by the 15th, with a package a lender can read
Three people each doing a piece: bookkeeper, tax preparer, nobody on strategy
Bookkeeper, controller, CFO and tax advisor in one firm, with one CPA accountable
A free 30-minute call. You'll leave knowing what to do next, whether or not we work together.
Dedicated pages: Dental practices · Medical practices
From $1,000/month
You need books that are right and ready for the tax return, and nobody outside the business relies on them yet.
From $1,750/month
A lender, partner or investor relies on your numbers, or you want us to run the money processes: paying bills, invoicing, checking payroll.
From $3,750/month
You want someone to tell you what is coming and help you decide: cash, pricing, hiring, borrowing.
Tell us what your numbers are doing and what's worrying you. You'll leave knowing what to do next, whether or not we work together.
