We handle the full picture so you can run your business. Your monthly fee covers everything below — no nickel-and-diming for routine work.
Accurate records are the foundation of every good financial decision. We keep yours up to date and audit-ready.
We don't just file what happened — we plan ahead to reduce your tax burden and keep you from being caught off guard.
One team prepares both your business and owner returns — no coordination headaches, no missed deductions from handoffs.
Questions don't wait for April. You get direct access to Ted — a licensed CPA who knows your business.
Getting started takes a conversation, not a stack of paperwork. Here's what to expect.
Tell us about your business — revenue, structure, current pain points. We'll recommend the right service package and send a clear proposal.
We set up secure document sharing via Verifyle, get system access, and do a thorough onboarding review of your current books.
Monthly reconciliations, proactive check-ins, and tax filings happen on schedule. You stay informed without getting overwhelmed.
Quarterly planning meetings keep your tax position optimized. And when questions come up — they always do — we're a call or email away.
We built our pricing model to eliminate the anxiety of hourly billing. You'll always know exactly what you're paying — and exactly what you're getting.
Our standard pricing assumes a typical small business profile. If your situation is straightforward, you'll be pleasantly surprised by the number.
You'll always know exactly what you're paying — and exactly what you're getting.
Billed automatically · No surprise invoices · Cancel with 30 days notice
No hourly tracking, no billing anxiety, no invoice surprises. One monthly fee covers the full scope. Everything is agreed upfront, in writing.
We don't wait for tax season to start thinking about your situation. Quarterly planning means there are no unpleasant surprises when April arrives.
When you call or email, you reach Ted — a licensed CPA who knows your business. Not an associate, not a call center, not a ticket queue.
Monthly financial statements give you a clear, consistent read on profitability and cash flow — so you can make decisions with confidence, not guesswork.