A desktop scene with papers related to accounting tasks.

WORK WITH US

We could be a good fit if you're...

A Real Estate Investor:

Looking for an accounting partner who understands your industry and offers proactive solutions.

Technology-Friendly:

Comfortable working with a virtual firm that leverages the latest technology to provide seamless service.

Focused on Growth:

Seeking a long-term partner dedicated to helping you achieve your company's financial goals.

HOW WE CAN HELP

Fractional CFO

Take your financial strategy to new heights with our Fractional CFO services. From tax planning to monthly financial insights, we're your partner in maximizing financial growth.

STARTING AT $3,000/MONTH

Tax Strategy Suite

Align your tax strategy with the same experts who file your return, ensuring seamless planning that supports your long-term wealth building goals.

STARTING AT $2,000/YEAR

Business Structure Review

Tax Preparation & Filing

Quarterly Tax Estimates

Tax Strategy Calls (July & November)

Tax Notice Response

One-Stop Client Portal

Monthly Financial Statements

Payroll Management

Monthly Financial Review Meetings

Financial Forecasting

Cash Flow Management