Most clients use more than one. Pick whichever feels closest to what you need today — we will help scope the rest.
Most owners who end up talking to us are not shopping for a CPA. They are tired of one of these specific situations. If you nod at two of them, the next call is worth the half hour.
By the time you see last month's numbers, you have already made the decisions they were supposed to inform. You want a close that lands by the fifth, not the twentieth.
You ask a question in November, you get "I will look into that" in March. You wanted a year-round seat in the room, and you ended up with a tax preparer who shows up at the deadline.
You are heading into a sale, a raise, a partner buyout, or a lender review. The financials need to hold up to scrutiny, and you already know they do not today.
You are under $250K in revenue with a single LLC, no payroll, no real complexity. We are an honest referral away from a CPA who is built for that work. Save your money.
We do not issue audit opinions and we will not pretend to be a national firm. If your board, lender, or investors require a Big-Four attestation, you need a different firm. We will tell you that on the first call.
Every engagement is flat-fee, scoped in writing, locked at the start. Hourly billing creates a perverse incentive we will not take on. If that model is what you want, we are not the firm.
Generic accounting is a commodity. These are the verticals where we have real engagement-tested playbooks, not name-dropped references on a slide.
Entity-level chart of accounts, cost seg coordination, distribution waterfalls, REPS qualification, 1031 mechanics.
View practice →Partner buy-ins, equipment §179, PPM reconciliation, owner comp optimization, MSO structures.
View practice →Job costing, completed-contract method, retainage tracking, R&D credit, multi-state nexus.
View practice →IOLTA reconciliation, partner economics, PTET elections, cash-basis preservation.
View practice →Solo S-corp structuring, insurance billing reconciliation, group practice partner accounting, NPA contracts.
View practice →R&D credit, QSBS preservation, equity compensation accounting, multi-state remote workforce.
View practice →Every engagement is flat-fee, scoped in writing, and locked at the start. The ranges below anchor the conversation. Final pricing is set in the scoping call once we see your actual books and entity structure.
Owner-led businesses that need their close to land monthly and their CPA to actually read the numbers.
Multi-entity, multi-state, or growing teams. You need management reporting, AR/AP discipline, and quarterly strategic conversations.
Pre-transaction, sponsor-backed, or complex multi-entity structures. The financials get reviewed by buyers, boards, or lenders.
All engagements are month-to-month after the first 90 days. No annual contracts. No early-termination fees. If the work is not landing, we will not bill you for the goodbye conversation.
No mystery about onboarding. Here is the exact arc most engagements run from the day you sign the engagement letter to the day your first clean close lands on your desk.
Multi-entity or pre-transaction engagements may extend to 60-90 days. Pre-acquisition diligence support can be accelerated to 14 days when the situation calls for it. The day-by-day cadence is mapped in writing in your engagement letter, not improvised.
If you are going to spend 30 minutes with us, you should know what to expect. Plain answers.
Fixed fee, every engagement, scoped in writing before the work starts. No hourly meter, no nickel-and-diming on the quick question, no surprise invoices at year-end. If the scope changes materially, we have the scope-change conversation and we re-paper the engagement letter. Hourly billing creates a perverse incentive we will not take on.
Both. About a third of our Essentials and Operating clients keep their existing bookkeeper and we run the close oversight, planning, and advisory layers on top. The other two-thirds want one team holding the whole file. We will tell you in the scoping call which makes sense for your structure.
Standard onboarding is 30 days from signed engagement letter to first clean close. Multi-entity or post-acquisition messes take 60-90 days. Pre-transaction work (you have a buyer at the table) we can accelerate to 14 days if you need it.
Fully remote engagements are the default. We have clients across the Bay Area, California, and ten other states. In-person quarterly reviews are available at our Pleasanton office when the conversation calls for it.
We cap clients per partner deliberately. We are the wrong firm if you want a hundred-person back office, a global Big-Four logo on the engagement letter, or audit attestation work (we do not issue audit opinions). We are the right firm if you want a CPA partner who knows your file, on every quarterly call, for years.
Month-to-month after the first 90 days. No annual lock-in. If the work is not landing for you, we will not bill you for the goodbye conversation, and we will hand off your file to your next firm clean. The reverse is also true. If we conclude the engagement is not a fit for us, we will tell you and refer you.
You bring the situation, we bring a recommendation. You leave the call with our honest read, even if that read is "this is not the right fit, here is who is."
