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Services

Everything behind the scenes, handled.

One team for your bookkeeping, taxes and financial planning, for you personally and for your business.

Virtual CFO

Core CFO from $2,000/mo

A partner who looks at the whole financial picture of your business with you: cash flow, budgets, pricing, financing and costs.

  • Regular consulting and strategy sessions, in plain English
  • Cash flow and budget planning
  • Help with financing, like refinancing a line of credit
  • Finding costs to cut and decisions to make

Bookkeeping

Included in every package

We keep your books current every month, so they’re accurate when you need them, not just at tax time.

  • Basic bookkeeping in the Mini package
  • Comprehensive bookkeeping in QuickBooks Online in Core CFO
  • We walk you through your transactions when you have questions

Tax planning

Included in every package

We plan ahead all year so you aren’t surprised in April, and use every legal strategy that fits to lower what you and your business owe.

  • Year-round tax strategy for you and your business
  • Strategy sessions quarterly (Mini) or monthly (Core CFO)
  • Planning before big decisions, not after

Tax returns

Included in every package

Corporate and personal returns prepared and e-filed together by the same team, so nothing slips between them.

  • Business and personal returns
  • Individual returns, from W-2 income to LLCs and rentals
  • Prepared from the same books we keep all year

Let’s talk about your numbers. The first call is free.

Enter your details and pick a time on Mike’s calendar. We’ll carry your name, email and phone over, so you won’t have to type them again.

Want a CPA in your corner? Pick a time on Mike’s calendar.