Four flight paths. Pick yours.
Every business needs something different, and most need a couple of things at once. Here's the whole loadout in one place. Skim the flight paths, find where you fit, and we'll sort the details on a consult.
Tax Preparation & Planning
Charting your return from every angle.
Individual, business, trust and estate returns — plus year-round planning so April is just another month.
- 1040s + all schedules
- S-Corps, C-Corps, Partnerships, LLCs
- Trusts, Estates & Nonprofits
- Multi-state & quarterly estimates
- Business entity selection
Bookkeeping
Messy books are a mission we accept.
Clean monthly books that make sense, financial statements you'll read, and catch-up when things got away.
- Monthly reconciliation
- Categorization done right
- P&L and balance sheet
- Catch-up bookkeeping
- Software setup — QuickBooks / Xero / Wave
Fractional CFO Services
Your financial co-pilot is at the helm.
On-demand financial leadership — forecasting, reporting, and strategy at the right altitude, without a full-time hire.
- Cash flow forecasting & scenarios
- Budget buildout & variance
- Investor, lender & board reporting
- KPI dashboards & profitability
- Family Office business management
Specialty & Compliance
The support crew for everything else.
The one-off operational and compliance missions — bolt them onto another heading or fly them solo.
- Payroll services
- Sales tax services
- Retirement planning
- IRS representation
- 1099 / 1096 filing
Prefer to drive it yourself?
Our coaching program teaches you the exact framework we use with clients — eight building blocks of a budget on one visual roadmap. Sprint, cohort, or 1:1, with fixed pricing you can book directly.
Explore the Canvas →Everything we handle, at a glance
One list, every mission. If it touches your numbers, it probably lives here.
Tax & Planning
- Individual (1040) returns
- Business returns (S/C-Corp, Partnership, LLC)
- Trusts, Estates & Nonprofits
- Multi-state filings
- Quarterly estimates & planning
- Entity selection
- Amended returns & extensions
- Foreign & rental reporting
Bookkeeping
- Monthly reconciliation
- Transaction categorization
- Financial statements (P&L / BS)
- Catch-up bookkeeping
- Accounting software setup
- Year-end cleanup & review
Fractional CFO
- Cash flow forecasting
- Budget buildout & variance
- Investor / board reporting
- KPI dashboards
- Profitability deep-dives
- Strategic & management advisory
- Family Office management
Specialty & Compliance
- Payroll services
- Sales tax services
- Retirement planning
- IRS representation
- 1099 / 1096 filing
- Notice response
Coaching
- Cashflow Canvas — 3-Hour Bootcamp
- Cashflow Canvas — Cohort
- Cashflow Canvas — 1:1 Coaching