Accounting and tax for growing businesses.

Sound familiar?

• The books take more of your time than they used to.

  What worked when the business was smaller now asks more of you. Monthly accounting keeps transactions categorized and accounts reconciled, so the numbers are current when you need them.

• Results arrive too late to guide decisions.

  Timely financial statements give you a clearer basis for decisions throughout the year, not only at tax time.

• A significant decision is ahead.

  Hiring, new equipment, another location, how to pay yourself. Talk it through with Brent before you commit, with the tax effect in view.

Your situation isn’t on this list? Tell us about it — every engagement starts with a conversation.

How we help.

• Monthly accounting

  Current books and financial statements.

• Business and owner returns

  Prepared together.

• Proactive tax planning

  Through the year, not after it.

• Year-round CPA access

  Directly with Brent.

Services and starting prices.

• 01

  Monthly Accounting

  From $400/mo

  Transaction categorization, account reconciliations, financial statements and regular accounting support.

• 02

  Accounting + Tax + Planning

  From $900/mo

  Monthly accounting and reporting, business and owner tax returns, proactive tax planning and year-round CPA access.

  Founding Client Rate: $825/month for your first 12 months when you engage by March 31, 2027. Terms

• 03

  Tax Preparation

  From $300

  Individual returns (federal and one state) from $300; business returns from $750.

Starting prices. Your scope and price are agreed in writing before work begins.

Already have an accountant? See how switching works.