Your books and taxes,under one roof.
Accurate, CPA-overseen bookkeeping and proactive, year-round tax planning from one team. Clean financials you can trust, and a tax bill as low as the law allows.
Trusted by 100+ small businesses
When your books slip, tax time gets expensive.
Numbers all over the place
Income and expenses that never quite line up.
Month-end mismatches
Books that don’t match your bank.
Surprises at tax time
Disorganized records that turn into a bigger bill.
IRS letters and audits
Notices and disputes hanging over your head.
Meeting a CPA once a year isn’t enough. We keep your books right and plan taxes all year long, so nothing is a surprise.
Never a month behind
Most bookkeeping runs in monthly batches. Transactions pile up untouched, and you don’t see clean numbers until weeks after the month has already closed, too late to act on them.
The monthly-batch way
- Transactions sit until month-end
- You see the numbers 3 to 6 weeks late
- Software closes the month
- Answers arrive when it’s too late to act
How we work
- Categorized as transactions come in
- No month-end pile-up to dig out of
- A CPA closes it, and can tell you why any number is what it is
- Answers while they still matter
CPA-overseen books, done right
We’re expert bookkeepers with CPA oversight. We fit into your existing team, clean up your books, and keep them clean.
From $550/mo, with payroll from $775/mo, and full A/P & A/R plus year-round tax planning from $1,275/mo, scaled to the size of your books. See pricing →
Weighing QuickBooks Live or an AI bookkeeping app instead? We compare them honestly.
- Every account reconciled to your statements
- Clean P&L and balance sheet, closed every month
- Payroll processed and filed
- CPA oversight on every file
Accounting and tax, handled together
We keep your financials accurate and your tax bill as low as legally possible. No handoffs between a bookkeeper and a separate tax person, no gaps.
Tax returns are billed per return and quoted upfront on a free consult. Year-round planning is included in our Full Accounting and CFO tiers, or available as a monthly add-on. See pricing →
- Year-round, proactive tax planning
- Business and owner returns, filed on time
- Every deduction and credit claimed
- IRS notices and representation handled
Everything your books and taxes need
- Monthly bank & credit-card reconciliation
- P&L and balance sheet, closed every month
- Transaction categorization & cleanup
- Accounts payable & receivable tracking
- Payroll processing & filings (941s, W-2s, 1099s)
- Financial statements: P&L, balance sheet & cash flow
- Year-round, proactive tax planning (included in Full Accounting & CFO tiers)
- Business & owner tax returns, filed on time (per return)
- Deduction & credit identification
- IRS notice response & representation (EA on staff)
- QuickBooks setup, maintenance & support
- A dedicated bookkeeper with CPA oversight
May has been a life saver for my consulting business. She explains every recommendation and what it means for operations, and guided me out of previous mistakes. My business has recuperated from tax issues and is more stable.
May has completely transformed how I think about taxes. Her depth of knowledge, attention to detail, and proactive approach made all the difference. Truly the best tax planning I’ve ever received!
Questions, answered
Do I have to switch off QuickBooks?
No. We work right inside your QuickBooks, and set it up for you if you don’t have it yet.
I’m months or years behind. Can you catch me up?
Yes. Catch-up and cleanup is one of our specialties. We’ll scope it for you on a free consult.
How is tax priced?
Per return, by the forms your situation requires. Sole proprietors and single-member LLCs are filed on your personal return; S-corps, partnerships, and C-corps need a separate business return. Book a free consult and you’ll get a clear, fixed quote upfront, never an hourly meter.
Is year-round tax planning included?
It’s included in our Full Accounting and Fractional CFO tiers. On Starter and Bookkeeping it’s an optional monthly add-on. Filing your returns is billed separately, per return.
I got an IRS notice. Can you help?
Yes. We have an IRS Enrolled Agent on staff who handles notices, disputes, and representation.
Do you run payroll?
Yes. We process payroll for your team and handle the related filings (941s, W-2s, and 1099s).
Is there a long-term contract?
No. Simple month-to-month. You stay because it’s working.
Clean books. Lower taxes.
Book a free consultation and let our CPA-led team handle your books and your taxes.