Our Services
Controllership, advisory, and tax support designed around a limited number of clients who want real involvement from their CPA.
A Boutique Firm. Different by Design.
Services Built Around Authentic Partnership
We focus on four areas where thoughtful, hands-on support creates the most meaningful impact for small businesses, their owners, and non-profits. It is holistic care for your operations.
Controllership
You get a hands-on financial partner who acts as your accounting department. We handle your routine matters (including bookkeeping), track data the way you need (fund, class, location, etc.), provide accurate reporting, cash flow forecasting, internal controls, and the day-to-day financial work that keeps things running smoothly.
It feels like having an experienced controller on your team without the salary or management headache. We stay close to your operation to catch problems early, spot opportunities, and help you make impactful decisions.
REAL ACCOUNTING OVERSIGHT AND ENGAGEMENT
Software Systems
Businesses and non-profits are often hindered by software that is either an incorrect choice, not set up correctly, or a combination of the two. Point-of-sale, eCommerce, and any other software that impacts your accounting system must work together as a coherent financial data system. Bad data—or the inability to capture and use it cleanly—is very costly.
We help you choose the right software for your financial needs, get them set up and integrated properly, clean up existing problems, and make sure your accounting information system produces trustworthy data.
MEANINGFUL INFORMATION STARTS WITH SOFTWARE
Operational and Tax Advisory
With reliable financial data in place, you have information to rely upon. Advisory is where we help you make even more informed decisions for your operating and planning needs.
We facilitate building budgets and forecasts on meaningful information. We run scenarios so you can see the impacts of different choices—hiring, pricing changes, new offerings, asset purchases, or even shifts in how you operate.
We also bring tax matters into the conversation. The best decisions consider both how the business effectively runs, and the resulting tax impacts.
STRATEGY REQUIRES REAL INFORMATION
Tax Services
Tax is far more than a once-per-year government burden—it is best planned throughout the year based on relevant information, not once it is too late to manage the results.
We work with you on timing decisions, thinking through options, methods of taking or spending money, and understanding how different choices impact your tax position—now and in the future.
The real value of tax services is not filing tax forms, but in using reliable information to make the best possible decisions all year, proactively instead of reactively.
SMALL BUSINESS • BUSINESS OWNERS • NON-PROFITS
Ready to experience focused service?
If you value a real partnership with your CPA who will deeply understand your needs, we’d love to explore the opportunity.