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Account

Clean books. Clear strategy. Built to scale.

• Licensed CFA & CPA in NY & TX • Bookkeeping • Tax planning • Business setup • Strategic Advisory

📍North Dallas | Remote US

Book a 15-min Fit Call

Clean books. Clear strategy. Built to scale.

• Licensed CFA & CPA in NY & TX • Bookkeeping • Tax planning • Business setup • Strategic Advisory

📍North Dallas | Remote US

Book a 15-min Fit Call

What We Help With

Accounting

Accounting

Monthly close + reconciliations
QuickBooks setup & optimization
Catch-up bookkeeping services
Detailed monthly financial reports
Full payroll processing (W2)
Household employee payroll setup

Tax

Accounting

Individual/business returns
Quarterly estimated tax calculations
Year-round planning
IRS/state notice support

Advisory

Carve-out planning & execution
Corporate formation & governance
IPO readiness & preparation
Funding & capital raising strategy
ERP implementation

Audit & Assurance

Compilation of financial statements
Review of financial statements
Attestation & assurance
Agreed-upon procedures reports
Compliance reviews

How We Deliver Peace of Mind in 3 Clear Steps

1. Fit Call

2. Proposal + Onboarding

2. Proposal + Onboarding

15-minute no-pressure discovery call
We listen to your goals & challenges
Quick assessment of your current setup

2. Proposal + Onboarding

2. Proposal + Onboarding

2. Proposal + Onboarding

Customized proposal with clear pricing & scope
Secure, easy digital intake & document upload
Fast onboarding and get started in days, not weeks

3. Execution

2. Proposal + Onboarding

3. Execution

Ongoing monthly bookkeeping & closes
Proactive year-round tax planning & savings
Responsive support whenever you need it