About Us

Dear Friend,

I have a feeling I know why you’re reading this right now.

You need more time in your day. Running a business is extremely demanding, and there just aren’t enough hours to keep all the plates spinning. What you really need right now is more proactive help. You need the benefit of business advising to straighten up your business finances and tax strategy. As soon as possible. In fact, yesterday would have been ideal to get our business advising expertise.

Am I close?

We get it. We’ve worked with plenty of small business owners—including many single-owner S-Corps—who have to cobble together nine different software programs just to stay organized, or who toss everything onto the credit card and hope they can clean it up at the end of the year. And they know that’s no way to truly monitor profit margins, cash flow, account management, tax planning, and all the other moving parts that go into a strong financial system. They need business advising support that’s actually built for their reality.

Maybe that’s your story too. Or maybe your business has grown, and it’s time to hand off the accounting to a team who specializes in this work—so you can focus your time and energy on what you do best: growing your business and serving your customers.

Or perhaps you’re just getting started and want to build your business on the right financial footing from day one.

Whatever stage you’re at, we want you to know our business advising team has been doing this a long time—providing expert accounting and financial support for small businesses across a wide range of industries, while also focusing on the unique needs of single-owner S-Corps. From managing tax burdens, payroll, and bookkeeping, to offering insight-driven business planning, coaching, and strategic consulting, we’re here to help.

Here’s something we tell all our clients: The State and Federal Government are more than happy to collect extra taxes from your business—especially if you’re not taking full advantage of every legal deduction and credit available. And while none of us enjoy paying taxes, most business owners end up paying more than they should, simply because they don’t know what’s possible. Every year, small business owners leave hundreds of millions of dollars on the table in unclaimed, totally legal tax savings.

It doesn’t have to be that way. You don’t have to overpay just because you don’t know all the rules. You don’t have to feel guilty about messy books or the lack of a consistent tax strategy. That’s exactly what we’re here to help with.

In fact, to start answering your questions, I’ve put together some helpful resources over the past few years—drawn directly from the real concerns and challenges our clients have brought to us. You’re not alone in this.