Accounting, tax, and CFO advisory — one senior CPA, one firm
For growing businesses, we run the finance function end to end — bookkeeping, monthly close, reporting, and controller- and CFO-level counsel. For business owners, investors, and high-net-worth households, we prepare the complex returns most preparers turn away, and plan ahead so next year's bill is smaller. Fully virtual. Fixed fees. Senior work, never handed off.
Tax services
Business and individual returns, quarterly estimates, and year-end planning — including the complex returns many preparers turn away. Prepared by a senior CPA, at a fixed fee quoted in advance.
Accounting & CFO advisory
Monthly bookkeeping, a disciplined close, management reporting, and controller- and CFO-level counsel — one senior advisor, one predictable monthly retainer. Start where you are and move between plans as you grow.
SPAC & SEC reporting
For sponsors of SPACs and other public companies: the accounting, the bill pay, and the filings — auditor-ready 10-Qs and 10-Ks on one filing calendar, run by a senior CPA.