our model
We offer subscription-based accounting and tax services tailored to the needs of small businesses.
Our subscription-based model allows us to develop a deep understanding of your business and a personal relationship with you as the business owner.
We partner together to help your business achieve its financial goals.
We partner together to help your business achieve its financial goals. Because we work together year round, you avoid last minute stress during tax season and we equip you to make key decisions based on timely financial information.
(Don’t worry, we’ve got your individual taxes covered also.)
a modern accounting approach
Subscription-based Services
Client Accounting
Let us handle your accounting so you can focus on growing your business. Services include:
• Bookkeeping (or bookkeeping review)
• Reconciliations (bank, credit card, etc.)
• Payroll (coordination and support)
• Financial statements (advanced reporting with KPIs available)
Monthly or quarterly services available.
Tax
Because we already handle your accounting, we can efficiently prepare your taxes. This includes:
• Business tax return (federal and state)
• Mid-year and year-end tax projections
• Annual tax planning meeting
• Sales tax compliance, if applicable
• Quarterly estimated tax management, as needed
Advisory
Available only to our subscription-based clients, we offer advisory and add-on services covering:
• App integration
• Bill pay
• Budgeting and forecasting
• Gain loss analysis
• Nexus studies
• Retirement plan coordination
Frequently Asked Questions
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We only provide tax services for clients as part of our subscription-based model. This allows us to be as efficient as possible when preparing tax returns and saves our clients money because we have an in-depth understanding of their business model.
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Yes! We work with clients nationwide, and are happy to meet with you virtually if you live in a different area.
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Having the same CPA handle both your individual and business tax returns is key in getting a complete picture of your taxes. Because individual tax situations vary significantly, we bill preparation of your individual returns separately. However, we find that we are able to offer clients savings on their individual returns because we have already done their business return.
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Most of our clients use QuickBooks Online, but we will meet you wherever you are at. If your business is not already using QuickBooks, we may work with you to transition when the timing makes sense.
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We do not have a minimum fee. Depending on the size of your business, it may or may not make financial sense to work with us. Generally, businesses with less than $100,000 in gross revenue do not need the minimum level service we offer. However, this is client dependent and we would love to have a conversation with you about your specific needs.
