A traditional CPA and bookkeeper typically operate reactively - handling your taxes and books but offering little financial strategy. We give you:

• A fractional CFO for proactive planning and scaling
• A tax accountant who works year round to reduce taxes before you file
• An accounting team that provides real-time financial visibility
• Fast support via slack within 24 hours

With us, you get a complete financial team for less than one in-house hire, and you'll never have to chase us down for updates.

Your all-in-one monthly fee includes:

• Elite CFO strategy and forward-looking insights
• Quarterly tax planning meetings and strategy implementation
• Complete bookkeeping and financial statement preparation
• All business tax return preparation and filing
• 24-hour response guarantee via your private Slack channel
• Monthly financial reporting and analysis
• Exit planning (if needed)

The video at the top of this page includes pricing.

We are industry agnostic, meaning we work with all industries. But many of our clients are online business owners: Ecommerce, SaaS companies, agencies, content creators,  service-based businesses etc.

Not necessarily. Some clients replace their accountant and bookkeeper with us. Others keep their CPA while using our CFO and bookkeeping services. We’ll assess your current setup and recommend the best approach.

We have specific expertise in preparing businesses for exit. We'll help ensure your books are pristine, your financial history is well-documented, and there won't be any red flags during due diligence that could reduce your valuation or kill the deal.

Nope - we don’t lock anyone into long-term contracts because we believe great service should earn your business month after month. That said, if you’re looking for even better value, we do offer discounted rates for quarterly and annual pre-pay options.