Frequently Asked Questions

We’re a professional, family-owned firm providing accounting and consulting services to small and mid-sized businesses. As a boutique team of experts, we’re passionate about helping business owners build stronger, more efficient companies.

We’ve chosen to stay small on purpose—because we value the close, trusted relationships we build with every client. To us, great service isn’t just part of the job—it’s the most important part.

Our model is simple: we provide expert-level services that feel like they’re built right into your business. As a CPA firm, we’ve seen firsthand how frustrating it can be to hire the wrong person—or the wrong firm. That’s why our approach focuses on simplifying processes, automating wherever possible, and relieving the stress that often comes from the accounting function.

When you work with us, you actually work with us—not a robot or an outsourced team. We’re real people, available by phone when you need us, and committed to showing up like true partners in your business.

We offer higher-level expertise, better tools, and more flexibility—without the overhead, payroll taxes, or training costs. The value that you get from working with us is multi level personnel; CPA, Senior Accountant, and Junior Accountant support staff compared to one in-house employee — often at a lower monthly cost.

Absolutely. We’re happy to collaborate with your bookkeeper, CPA, or internal staff to fill in the gaps and support your goals.

Pricing depends on the scope of your needs. We bill by each function, and variable to transaction volume, complexity, and time requirement. We offer flat monthly pricing so there are no surprises.

Yes—you’ll work directly with someone from our core team who understands your business and knows your company inside and out.

We grow with you. Our service plans are flexible and designed to adapt as your needs evolve. We pride ourselves on confidently advertising the fact that we provide more support than any  firm in our category.

We’ll help you set up everything the right way from the beginning—whether it’s choosing the right entity type, setting up your accounting system, or building a financial foundation that can grow with your business. No mess to clean up, just a clean slate done right.

We do. Sales tax compliance varies by state, and we can help you get registered, file returns, and stay compliant.