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Accounting has never been easier—because we'll do it for you.

 
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We know you CAN manage your finances yourself—that's how you built your company's solid foundation. But do you WANT to?

If the answer is yes, we're probably not a fit, and that's okay. If the answer is anything between "Nope, I don't have time for that anymore" to "Please no, just make it stop," this could be the start of a beautiful relationship.

 
 

Accounting Services

We offer two styles of accounting: stand-alone services which include income tax prep, trusts, and tax planning, and monthly packages that cover routine financial tasks like reconciliations and expense tracking to keep your business running smoothly.

Stand-Alone Tax Services

Whether it's surgery or fixing the kitchen sink, some things are better left to the experts. Our president, Hugh, is an expert CPA with a squeaky clean record and a reputation for major tax savings. In the past year alone, he's saved our clients tens of thousands of dollars in taxes and helped them reinvest those profits to double and triple their growth.

Income Tax Preparation

We earn our bread and butter by helping you keep more of your cheddar. As CPA, Hugh handles every income tax return from start to finish. It's all done digitally, so no matter where you are, we can help turn tax day into a cause for celebration.

Trusts (Not Just for Rich Uncles)

We specialize in dynamic trusts which allow you to invest in total privacy and protect your assets from creditors and litigants. A dynamic trust is a powerful, safe tool that helps you plan long-term - for yourself and your business. Let us help you earn the title "financially savvy" that people love to break out at dinner parties.  

Tax Planning

If you're not engaging in tax planning, you're writing Uncle Sam a bonus check. 

Depending on your business and tax structure, it's likely you're missing at least $5,000 in tax savings every year

With 35 years of experience, our president, Hugh, is one of the most knowledgeable CPAs and financial consultants in the biz. Over the years, he’s saved his clients millions of dollars in taxes and helped them solve tough financial issues to speed up growth and increase profits. 

Monthly Accounting Services

We’ll transform routine accounting from your biggest, most boring time suck into a money-maker. And the best part? You’ll never have to reconcile an account or match receipts again. Goodbye accounting, hello business growth.

Here's what you can expect from each service included in our monthly packages:

Accounts Payable

Never pay your bills late again. Just hit “approve payment” and we’ll take care of the rest.

Accounts Receivable

Invoicing just got a whole lot easier. From creation to collection, we’ll handle it so you can focus on your customers, not worry about your cash flow.

Expense Management

With us on your expense team, the only thing you’ll need to do is use our partner app to take pictures of receipts and bills. No more data entry and no more shoeboxes.

Monthly Reconciliations

You’ll have accurate financials in your hand by the 5th of every month. Not only will you avoid double payments, transaction errors, and false charges, but you’ll know EXACTLY how your business is doing month-to-month.

Payroll

We make sure you and your employees get paid on time AND that your payroll taxes are paid accurately. Employee happiness and IRS peace of mind? Check and check.

Sales Tax Reporting

If you sell products, you owe sales tax. We’ll figure out how much you owe and pay it for you.

Financial Reporting

Your finances should only be a mystery to outsiders. Use our customized reports to see the details of your budget to actual, sales activity, expenses, cash flow—you name it. We’ll grant your reporting wishes like the accounting genie you’ve always wanted.

Consulting Services

If you've got questions, we've got answers. We include consulting hours in our monthly accounting packages, but if you want to shop à la carte, we have a few different options:

Accounting & Ops Power Hour

As a kid, you always knew that Sally's lemonade stand across the street was more successful, but couldn't figure out why. Same lemons, water, and sugar, but she was slinging cups across the counter faster than you could count change and serve your next customer.

What was true in third grade is still true now. Sometimes, it's not what you do, it's how you do it. 

In the Power Hour, we sit down with you to learn everything we can about your business and how it runs, and then help you simplify so you can make more money and spend less time doing it

Ideal for new clients who want to take a brief, but deep look into their accounting and operations to find and fix problem areas and uncover new opportunities for growth.

Financial Consulting

So your business has made a lot of money - now what can you do with it to really rev up growth (and multiply that nest egg)? Whether you have questions about retirement, new investments in equipment or office space, or how to secure a financial position to prepare for global market domination, we've got the insider knowledge to set you on the right path.

Ideal for existing clients who want to improve their financial processes and investment strategy.

Operations Consulting

We're the Marie Kondo of operations consulting. You're too young to suffer from dinosaur syndrome (aka "it's always been done this way") and we can help you figure out how to streamline your operations to make things faster and easier to run, which will leave your customers with stars in their eyes and open wallets in their hands.

 
 

Pricing

You're a business owner, you know nothing's free.

(And if it is free, you're the product.)

 
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Monthly Accounting Packages

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Consulting Services

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Which service are you looking for?

Pick your pony and let's book a meeting.