Accurate numbers within days of month end, owner comp handled properly, and a senior person to call before decisions rather than after.
A year-end cleanup is not a finance function. If the only time your numbers are accurate is when the return is being prepared, every decision you made during the year was made blind.
We run the accounting function for owner-operated and family businesses that have grown past what a part-time bookkeeper can carry.
Numbers assembled once a year for a return can't inform hiring, pricing, or expansion. By the time they're accurate, the decisions are already made.
Total revenue and a bank balance don't tell you which service, product, or location earns its keep.
Distributions, payroll, and personal expenses running through the business obscure both real performance and the tax position.
The questions that matter most — should I hire, can I afford this, what is this business worth — go unanswered.
We take over the monthly close so numbers are accurate within days of month end, separate owner compensation from operations properly, report profitability at the level you actually make decisions, and give you a senior person to call before decisions rather than after.
Closed early, reviewed by someone senior.
Planned against cash and tax position.
By service, product, customer, or location.
A rolling 13-week view you can act on.
Through the year, not in April.
Entity structure and the S corporation election drive owner tax outcomes more than almost any other decision, and reasonable compensation has to be defensible rather than convenient. The QBI deduction, accountable plan reimbursements, and retirement plan selection are all available levers. The savings come from coordinating the books with tax planning through the year instead of reconciling them in April.
If you're past roughly $1M in revenue and the books are affecting decisions, no. Below that, a good bookkeeper plus a tax preparer is often the right answer, and we'll tell you so.
Sometimes we replace, sometimes we supervise. Both work. We'll recommend based on what's actually in the books.
A fixed monthly fee based on transaction volume and scope, quoted after we look at the books. No hourly billing.
Tell us where you are today. We will follow up within one business day with a view on what is worth fixing first.
Get a free consultation