One relationship. One monthly fee.
Most firms bill by the hour and see you once a year. We work the other way.
You get an accounting department that knows your numbers before you call.
Together we pick the services your business needs — bookkeeping, tax, accounting, quarterly consulting, CFO or controller support — and bundle them into one fixed monthly fee.
You call when something comes up, not when you’ve decided it’s worth the bill. And you never get a bill for asking a question.
How it works
1
Start with a conversation.
We learn the business, the owners and where you’re headed.
2
Build the bundle.
Usually two or more services, sized to today with room to grow.
3
Work month by month.
Books, financials and planning stay current, so tax season and big decisions hold no surprises.
4
Adjust as you grow.
The bundle changes when the business does.
What can go in the bundle
- Tax & Accounting
Business and owner tax planned together, from books we see every month. - Bookkeeping
A clean set of books every month, in QuickBooks Desktop or Online. - CFO & Controller
Senior financial leadership without the full-time salary. - Quarterly Consulting
Your business, reviewed like a board would, every quarter. - M&A and Transactions
Structuring, sale readiness and diligence for the deals that define a business.
Why fixed fees?
Hourly billing puts a meter between you and your accountant. Owners hold questions until they pile up, and small problems become expensive ones. A fixed fee removes that hesitation, and it lets us spend our time on your business instead of our timesheets.
Let’s talk about your business.
A first conversation costs nothing and commits you to nothing.