Accounting, tax and consulting services for the experts that became business owners.

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We work with accidental and intentional entrepreneurs. Your technical, creative and impactful skills led you to start a business. We are here to help make sure the business achieves your goals.

Common challenges we hear.

Are my financials correct? How much am I actually making?

Timely and reliable financial reports allow you to trust the numbers and understand the story they tell.

Am I paying too much in taxes and filing all the right forms?

We help educate you as we plan around your taxes and make sure you aren’t paying more than your fair share.

Can I hire or expand? How much should I pay myself?

Our advisory goes beyond the numbers. Make smarter, informed decisions with financial clarity and reliable advice.

Why doesn’t my CPA communicate more?

We work with fewer clients on purpose. We go deeper with the clients we have and we are invested in their success.

I am working way too much!

We have been there! Getting a handle on the financials helps chart the path to reaching your goals.

My CPA doesn’t understand my business.

We aren’t jack of all trades. We work with exclusive industries and even exclusive owner personalities!

I want to discuss solutions!

Built for businesses driven by expertise.

  • Starting or growing a practice brings a lot of financial uncertainty. What entity should you use? How should payroll be set up? How much should you set aside for taxes? Can the practice support another hire—or your own paycheck? We help you get the financial side set up correctly and make better decisions as the practice grows.

  • Revenue can look healthy while individual projects quietly lose money. Are you capturing all your costs? Which clients and projects are actually profitable? When can you afford to hire? We help agency owners understand margins, staffing costs, cash flow, and where the business is really making money.

  • As the business grows, so do the financial decisions. How much cash should you keep? When should you hire? Are taxes being planned for—or just dealt with later? We help professional service firms stay on top of the numbers so the owner can spend more time growing the business and less time wondering what the financials mean.