You're About to Start Making Better Business Decisions
Too many businesses are operating without the necessary information to make important decisions in a timely manner. We are changing that, by providing timely, accurate information to decision makers. Whether your priority is GAAP, tax planning and compliance, investor reporting or 409A valuation, we provide a total accounting solution, from data entry through CFO.
Peace of Mind
Never have to worry about turnover, training or employee time off. You will have a dedicated team always working for you, and will never have to worry about hiring and managing an accountant again.
Information you Need
Let our team input, aggregate, assemble and report all the information that you need to grow your business.
Cutting Edge Technology
We use the same cloud technology and tools that Fortune 500 companies use, providing exceptional value and an enhance client experience.
Bronze Level
Perfect for a business just starting out, that needs monthly accounting services and is primarily focused on growing the business while minimizing taxes.
Silver Level
For businesses that are growing quickly. All the services of Bronze, with additional services around Accounts Payable and Bill payment, Inventory, 1099’s and more.
Gold Level
For businesses in need of advanced, custom reporting, or investor level reports. All the services of the Silver level, with additional services offered around income tax and sales tax, plus extra work around revenue and accruals for GAAP level accounting.
Our Proven Process
1
Contact Us
Contact us to set up a free discovery call and evaluation of your business. That will help us create a custom service solution based on your current state, and where your business is going in the future.
2
Onboarding
We will set your business up with all the tools and technology needed to deliver the services that are right for your business. Based on where your accounting is currently, most businesses can be up and running in 30 to 60 days.
3
Delivery
Based on your custom scope and level of service, we will deliver all the accounting services your business needs, while focusing on constant improvement month after month.
I have been working with Dan and his team for almost 2 years. It has been a great experience. They communicate regularly and provide us with proactive advice. I could not manage my business without them.