No buffet of services. No part-time controllers we found on a job board. Just three practices we've run together for a decade — bookkeeping, tax, advisory.
The boring, load-bearing part. Monthly close, reconciled accounts, clean books your CPA, your bank, and your future self can read.
You'll have a named senior bookkeeper plus a partner reviewing every close. We deliver by the 7th business day of the following month — no exceptions, no excuses.
From $599/mo · included in Studio & ScaleFederal and state filings for S-corps, LLCs, and partnerships. Multi-state if you've outgrown one. Quarterly estimates that don't surprise you in April.
Our tax lead has filed 1,200+ small-business returns. We do October planning, not January scrambling.
Included in Studio & Scale · or $1,800 flat add-onOne monthly call with a partner. Cash, margin, hiring math, and the one decision in front of you. Plain language. Written follow-up the next day.
This is the part most firms outsource to a software dashboard. We don't. You'll talk to a human who has read your books before the call.
Included in Studio & ScaleAbout one to two weeks if your books are reasonably current, three to four if we're cleaning up a backlog. We assign a senior bookkeeper plus a partner from day one.
No. Month-to-month, 30-day notice. We've never had to enforce a contract because clients tend to stay — average tenure is twelve years.
Yes. We quote a one-time cleanup fee based on the months and complexity. Most cleanups run between $1,500 and $6,000.
Yes — about a third of our clients are out-of-state. We file in 18 states regularly and add new states as needed.
That's fine. We can take just the tax and advisory engagement, review their books quarterly, and stay out of their workflow.
Flat monthly via ACH on the 1st. No timesheets, no hourly surprises. If scope changes meaningfully we'll talk before changing the number.
Bring your last month's books. We'll spend 30 minutes with you and tell you the two things to fix first.
Book a 30-min consult —