Introducing: Cash-Flow-Friendly Monthly Subscription PackagesComplete Financial Health For Practices Of Every Size

No contracts. No surprises. Ever.

Vitality:Growth & Development
For businesses with 15+ employees generating at least five million in annual revenue
checkmarkPrevent cashflow problems and see into the future with monthly CPA-prepared financial management reports
checkmarkPlug financial leaks draining your cash thanks to expert expense monitoring, analysis, and advice that’ll help you seize additional cost-saving opportunities
checkmarkNever feel the stress of a surprise tax bill with quarterly estimated taxes and projections that show you how much you can expect to pay—and keep you up-to-date on the latest regulations and deductions
checkmarkOutpace the competition thanks to industry benchmark reports that show you how your business stacks up to others in your industry so that you can rise to the top
checkmarkSet and achieve your financial goals (like acquiring another practice, generating passive revenue, or lowering taxes) thanks to KPI creation, monitoring, and monthly advisory calls
checkmarkAvoid business plateaus and stagnation through quarterly strategy consultations with your MBA-educated CPA that’ll help you quickly pivot if confronted with surprises or setbacks
checkmarkGain total financial clarity by keeping the numbers you need at the tips of your fingers with a customized, easy-to-read financial dashboard you can access 24/7
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Vision:Projections & Planning
For medium-sized businesses with 3-15 employees
checkmarkGain total financial clarity into your business—keep the numbers you need at the tips of your fingers and use them to take home more money
checkmarkNever miss a tax payment or experience the stress of a surprise bill thanks to quarterly tax reminders, filing, and estimates
checkmarkHire contractors without risking compliance—we’ll prepare IRS-required 1099s, share them with your partners, and file them with the IRS
checkmarkMake sense of your financial past and future during quarterly business finance & management calls with an expert so you can move forward with confidence
checkmarkProtect your assets against lawsuits and audits with an organized record-keeping system and the proper filing status
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Vitals:Bookkeeping & Taxes
For solopreneurs or health & wellness businesses with 1-3 employees
checkmarkFeel like the professional you are with organized and accurate records accessible 24/7
checkmarkKnow what came in and what went out with monthly CPA-prepared income and balance statements so you can stop stressing about your bottom line
checkmarkAvoid time-consuming audits, expensive lawsuits, and overpaying your taxes by meeting all IRS and state filing requirements while capitalizing on often-missed deduction
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On Top Of Expert Accounting And Financial Guidance Tailored To Your Business, You’ll Also Get:
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Anywhere, anytime access to your financialscomplimentary cloud software takes minutes to learn and integrates seamlessly into your workflow.
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Peace of mind that your data is privatetap into a secure client communication channel to share confidential documents without worry.
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Unlimited tax and accounting advice24/7 on-call expert guidance. reach us by phone, text, or email whenever you need answers.
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Effortless onboardingworried about integrating an accountant into your workflow? we set up your books and plug you into no-learning-curve software to ensure you work less— not more.
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Lessons from the past. Strategies for the future.yearly business reviews & statements show you the big picture. so you can move forward with confidence and ease.
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No sticky contracts or penaltiesend our services whenever you see fit. no questions asked. and no penalties— ever.
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We Slide Into Your Existing Workflow To Prevent Disruptions Or DowntimeGetting started is quick and easy:
1. DiagnoseSchedule your free consultation with our MBA educated CPA to learn how we can take the fear out of your finances.
2. StabilizeWe’ll balance your books, cut your tax bill, and deliver a plan for achieving complete financial health.
3. HealRegular monitoring, simplified reports, and unlimited on-call advice keep your business financially fit & flourishing.
Our promise:You’ll earn more money than you spend on us

Our goal is to empower you to pivot quickly and make the right choices for your business growth—even if that means you no longer need our services.

End our services when you see fit. No contracts or penalties. EVER.

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