From shoebox to system in one quarter.
No judgment about the state of your books — messy is our specialty. Here’s the path every client walks.
Free mid-year review
Forty-five minutes. Bring your last return — we’ll show you what it missed and what this year should look like. We both decide if it’s a fit.
Catch-up & clean-up
We rebuild the books, reconcile every account, and take the handover off your hands — you never have to make the awkward call to your old accountant.
The monthly close
Your books, closed and current every month, with a plain-English dashboard: real profit, cash runway, and what’s drifting.
Quarterly forward planning
Estimated payments sized right, entity and retirement moves made on time, and a running forecast of April — so it never surprises you again.
No hourly meter. No surprise invoices.
Illustrative tiers for this concept site — the point is the posture: transparent, flat, forward-looking.
Foundation
Monthly bookkeeping and close, reconciliations, year-end filing, and the annual tax return — done properly, on time.
Growth
Everything in Foundation plus quarterly tax planning, estimated-payment management, and the monthly owner dashboard.
Advisory
Fractional-CFO tier: cash-flow forecasting, pricing and margin analysis, lender-ready reporting, board-level counsel.
Every tier includes the one-business-day reply guarantee.
The rear-view mirror is expensive.
A once-a-year accountant records history. A monthly one changes it. Sample proof layout for the concept:
They found $7,200 my old firm overlooked — in the first month. I stopped reading the bill after that.
Quarterly planning means I knew my April number in July. It was boring. Boring is the dream.
First accountant in ten years who actually calls me back.
Asked by every owner. Answered straight.
“TurboTax is basically free.”
And at $80K of simple income, it’s fine. At seven figures with payroll, inventory, or contractors, software can only record the past. The savings live in the forward moves — entity, timing, retirement — that no one makes in April.
“My books are a mess.”
Every good client started messy — a shoebox, three apps, a year of unreconciled months. Catch-up is included. We’ve genuinely seen worse than yours.
“Switching sounds painful.”
You sign one authorization. We collect everything from your old accountant ourselves — files, returns, access. You never make the awkward call.
Book your free mid-year review.
Forty-five minutes with a CPA. Bring your latest return — we’ll show you what it missed, and what the rest of this year should look like. No obligation either way.