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You Run the Business.
We'll Run the Numbers.
Investments, taxes, bookkeeping, and estate planning — under one roof. Built for business owners tired of juggling five professionals and still feeling lost.
Book a Free Strategy CallSchedule a Free Strategy Call
Pick a time that works. No pressure, no pitch — just an honest conversation.
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Everything Under One Roof
Most business owners have a bookkeeper who doesn't talk to their CPA, a financial advisor who doesn't know their tax situation, and an insurance agent working in a silo. The result? Missed opportunities, overpaid taxes, and zero cohesive strategy.
We replace the chaos with a single team that handles your investments, tax prep, bookkeeping, estate planning, and reporting — all coordinated, all under one monthly subscription.
See How It WorksService Tiers
Flat monthly subscriptions. No asset minimums. No hidden fees. Cancel anytime.
Bookkeeping
Starts at $200/Month
Features:
- Monthly Bookkeeping (up to 100 transactions)*
- Monthly Financial Statements
- Quarterly Financial Check-ins
- Tax Ready Books
*additional transactions can be added for $2 per transaction
Financial Operations + Bookkeeping
$800/Month
Features:
- Bookkeeping
- Investment Management (up to $500K)
- Tax-Aware Financial Planning
- Monthly Planning Meetings
- Cash Flow Management
Fractional CFO
$1,200/Month
Features:
- Everything in Financial Operations + Bookkeeping
- Tax Preparation (Personal + Business)
- Advanced Tax Planning & Strategy
- Estate Planning Coordination
- Weekly Office Hours Access
- Business Financial Analysis
What We Handle For You
One flat monthly fee. No asset minimums. No hidden costs. Cancel anytime.
Investment Management
Tax-aware portfolio management aligned with your business goals, risk tolerance, and long-term wealth plan.
Tax Preparation
In-house tax prep with entity sensitivity, long-term tax planning, and coordination across all your accounts.
Bookkeeping
Clean, organized books so you always know where your business stands. No more messy QuickBooks files.
Estate Planning
Legacy planning, estate coordination, and exit strategies so your wealth transfers on your terms.
Financial Reporting
Clear reporting across all accounts so you can see the full picture — not just fragments from five different logins.
Insurance Coordination
We coordinate with your insurance professionals to make sure your coverage actually fits your financial plan.
Example Scenarios
Real Estate Agent
A real estate agent netting $180K as a sole proprietor, overpaying on self-employment taxes, and doing their own books in a spreadsheet that's barely holding together. Tax time is always a scramble, and their CPA only looks backward. What's needed is year-round tax planning, clean books, and someone who can coordinate it all.
Technology Consultant
Tech consultant who's great at solving technical problems but drowning in financial admin. They're spending 10+ hours a month on bookkeeping, quarterly taxes are a guessing game, and they haven't thought about retirement in years. They don't have the time to become a finance expert. They need someone to handle the whole financial back-office.
Chiropractor
A chiropractor netting $150K annually, still operating as a sole proprietor and leaving thousands on the table in self-employment taxes every year. Their books are done but rarely reviewed, retirement contributions are sporadic, and nobody's helping them understand if S-Corp election makes sense. What's needed is tax optimization, coordinated retirement planning, and someone who can show them how to keep more of what they earn.
Therapist
A therapist making $100K that's always 3-4 months behind on their books, receipts stuffed in a drawer, and a tax return that's more guesswork than strategy. They're great at helping clients but hate managing the books, and tax season is always stressful. What's needed is monthly bookkeeping that actually gets done, clean categorization for deductions, and financial clarity without the administrative headache.
Web Designer
A web designer juggling multiple projects and 1099 income from various clients, never quite sure what they'll owe in quarterly taxes or how much they can safely spend. Their personal and business finances are blurred, they're doing their own books in a spreadsheet, and they haven't touched retirement planning. What's needed is clean separation of business and personal, quarterly tax planning, and a strategy to turn freelance income into long-term wealth.
Restaurant Owner
A restaurant owner netting good money but still doing their own books, scrambling at tax time, and hasn't touched their retirement plan in years. Between payroll, food costs, and fluctuating revenue, there's never a clear picture of profitability. What's needed is one relationship that handles bookkeeping, coordinates taxes, manages cash flow, and covers long-term planning.
Photography Studio Owner
A photography studio owner with seasonal revenue swings, mixing business expenses with personal purchases, and no clear system for tracking profitability by shoot type. Tax time reveals they've been overpaying all year because nobody's doing proactive planning, and their "business savings" is just sitting in checking. What's needed is monthly bookkeeping to track actual margins, tax planning to smooth out quarterly payments, and a strategy to invest the slow-season cash wisely.
Gym Owner
A gym owner managing memberships, payroll, and equipment costs while doing bookkeeping whenever there's time (which is never). Their books are perpetually behind, they're guessing at quarterly taxes, and they have three different advisors who've never spoken to each other. What's needed is one person handling monthly books, coordinating with their CPA, managing cash reserves, and building a financial plan that works with the fitness industry's unique cash flow rhythm.
Frequently Asked
Questions
Yes. If you aren't sure what this means, it means that we are legally obligated to put our clients' interests ahead of our own. Many advisors and salespeople are not bound by the same standard.
We work with business owners who are netting between $100K and $1M and wanting to organize their finances, offload some of the grunt-work, and ensure they are taking the right steps to create long term wealth and stability.
We have clients all over the country, so we are accustomed to meeting on Zoom. No reason for you to leave your home.
We do things that lots of advisors or CPAs won't do. Things like bookkeeping, tax prep, and coordinating your other financial professionals. We also have flat monthly pricing, which means we have no asset minimums.
I'm a Series 65 Registered Investment Advisor and QuickBooks ProAdvisor. Before becoming an advisor, I ran my own small business for 3 years, so I understand the chaos firsthand.
Flat monthly subscription: $500–$1,200/month depending on services you need. No asset minimums. No hidden fees. You know exactly what you're paying every month, and you can cancel anytime.
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Ready to Get Your Financial Life in Order?
Book a no-cost, no-pressure strategy call. We'll look at where you are, where you want to be, and whether we're the right fit.
Schedule Your Free Call