Books that just sit there are bookkeeping. Books that drive decisions are advisory. We do the latter — included on Growth and Scale tiers.
Once profit hits ~$60K, an S-Corp election can save thousands in self-employment tax. We model it before you file.
By Q3, we project your year-end tax bill. No April surprises. You can adjust estimated payments, max retirement contributions, time expenses.
When was the last time you raised prices? We’ll show you margin by service line, customer, or job.
When can you hire? Should you buy or lease the truck? We model 6-month cash flow so the answer isn’t a guess.
LLC vs S-Corp vs C-Corp. When to add a holding company. Spousal payroll. The structure decisions that compound.
SEP-IRA, Solo 401(k), defined benefit. We model the right tax shelter for your business stage and get you set up.
Quarterly review calls included on Growth and Scale tiers. Book a free consultation to see how we’d help your business.
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