Bookkeeping built for your business. CFO insight when you need it. Tax prep to keep you compliant.
It all works better with the right numbers. Maybe you just need clean books. Maybe you need a CFO in your corner.
Every business runs differently. That’s why our bookkeeping process is built around how you operate — whether that means cash or accrual, custom reports, or integrations that actually work. The goal? Give you timely, accurate, and decision-ready numbers when you need them.
What we do
(and do well)
If you want help turning those numbers into action, we offer CFO support for forecasting, planning, and big-picture decisions. And when it’s time to file, we handle your tax preparation so you stay compliant without the year-end scramble.
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From complex, high-volume operations to streamlined small-business needs, we build a plan around you—not the other way around.
Our custom bookkeeping solutions are designed for companies with unique workflows, high transaction volumes, or non-standard processes. These are billed hourly to give you full flexibility while getting the depth and expertise you need.
For smaller, growing businesses, our small business plans are a flat $500/month. You create your own package, paying only for the services you actually need. Every plan includes core bookkeeping, monthly advanced financials, sales tax filing if applicable, and access to a secure portal and dashboard. Add-ons are available for additional services as your needs grow.
The Path to $100K Plan is designed for businesses earning less than $100K in annual revenue. Eligible businesses receive 50% off the base $500/month plan fee for the first six months. Add-ons are billed at their regular rates, making this a cost-effective way to get strong financial systems in place before scaling.
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Good bookkeeping tells you what happened. CFO services help you decide what happens next. We turn financial data into actionable insights—so you’re not just looking at the past, you’re shaping the future.
Whether you need light strategic guidance alongside your bookkeeping or full-scale financial oversight, our fractional CFO support bridges the gap between raw financials and confident decision-making. Common areas we tackle include:
Financial Modeling & Forecasting – See the road ahead and make informed choices.
Budget vs. Actual Analysis – Track how plans stack up against reality.
Scenario Planning – Model the impact of big decisions before making them.
Cash Flow Management – Stay ahead of potential shortfalls and growth opportunities.
Strategic Decision Support – Get the numbers and context you need, when you need them.
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Simple, accurate, and on time. We handle federal and state returns for individuals and small businesses, making sure every eligible deduction and credit is captured. Pricing is straightforward and based on the complexity of your return.
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Falling behind on taxes happens. One year turns into two (or more), and suddenly the stack of unopened letters feels impossible. The longer you wait, the bigger the knot in your stomach gets.
We untangle it. Fast.
No judgment. No lectures. Just a clear plan, clear communication, and someone in your corner until it’s done.
We handle:
Non-filers — one year or ten, we’ll get you caught up.
IRS & state notices — from balance dues to audits to “you missed a return.”
Payment plans & penalty relief — strategies to make what you owe manageable.
Back tax cleanup — fix past mistakes and file multiple years in one go.
Whether you just need to get current or you’re ready to clean up years of missed returns, we make it as painless as possible—and we do it in a way that actually works for your life.
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Tennessee’s Franchise & Excise tax is simple in theory but easy to overpay. A missed deduction can increase your tax liability dramatically—and the Department of Revenue won’t adjust it on your behalf. Instead, incorrect balances move forward to collections, including liens or levies if left unresolved.
We review your filed F&E returns, identify errors, and submit corrected filings to recover overpaid tax. A clear, efficient way to protect your business and ensure accuracy.
You know your business. We’ll make sure your numbers keep up.
We likely already work with the tools you use every day—QuickBooks, Gusto, Stripe, Shopify, and more. If not, we’ll design processes that keep monthly maintenance efficient and predictable, so you always know where your business stands without unnecessary overhead. The goal is simple: accurate books, streamlined systems, and clarity without adding extra work to your plate.