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Essentials

Ready to take your business to $1M?

You’ve proven your business works. Now let’s build the financial systems to scale it without doing everything yourself.

Dedicated CPA
Tax-Ready Books
Monthly Financial Reports
Quarterly Strategy Calls
$500/month
A mountain climb in three steps: get clarity, drive results, and scale smart, alongside a rising revenue chart

Beyond bookkeeping. A partner in your growth.

See the whole picture

We give you real-time visibility into your financial performance so you always know where you stand.

Focus on what drives profit

We identify the metrics that matter and track progress toward your biggest goals.

Make decisions confidently

Get clarity on what’s working, what’s not, and where to invest your time and money.

Expert advisors in your corner

Access a dedicated CPA and business strategist who’ve helped companies like yours grow before.

Build a business, not a job

We help you create systems, processes, and financial foundations that scale with you.

What’s Included

$500/ month
For businesses with up to 25 employees and 5 financial accounts

The financial foundation you need, and a team that will grow with you.

Book a call first
  • Monthly bookkeeping
  • Monthly Profit & Loss and Balance Sheet reports
  • Tailored monthly insights letter
  • Quarterly strategy syncs
  • Dedicated CPA
Need more than this?
Add payroll, invoicing and bill pay with Complete.
See Complete →
How we're different

Most accountants tell you what happened. Few help you decide what to do next.

You get a report. Lots of numbers, no explanation. And your real questions go unanswered: Can I afford to hire? Which service actually makes money? Should I raise prices? Is now the time to elect S Corp status?

That's where most firms stop. It's where we start.

Plain English, every time

No jargon. You'll understand your numbers well enough to explain them to a lender, a partner, or yourself at 11 p.m.

Data turned into advice

Your CPA flags what matters and tells you what they’d do about it.

A partner for the big decisions

Hiring, pricing, cash planning, entity decisions. You don't make them alone.

We grow with you

When you're ready for payroll, HR or a fractional CFO, you won't need to switch firms.

A month with Essentials

Here's what actually happens.

Step 01
Books close fast

Your books close within 7 business days of period end. Every transaction categorized and every account reconciled.

Step 02
Reports plus a letter

You get a profit and loss, a balance sheet, and a tailored insights letter: what changed, why it matters, and what we’d do about it.

Step 03
A CPA, not a queue

Ask anything, ask anytime. Replies within 24 hours from your dedicated CPA, not a ticket queue.

Step 04
Quarterly strategy syncs

Every quarter, we sit down together to review the trend and plan the next quarter’s decisions.

Who it's for, and who it isn't
Essentials is a great fit if you:
  • Built your business and still run it
  • Want to grow it, in revenue, team, reach, or all three
  • Want an accountant who'll push back, explain, and help you decide
  • Do your part: you send what’s needed and answer questions so we can do ours

It’s probably not for you if you just want the paperwork filed and never want to talk about it. That’s a fine thing to want. We’re just not the right firm for it, and we’d rather tell you now.

How to start

Three steps, about two weeks.

1
Free 30-minute checkup

We look at where your numbers stand, what to fix first, and whether we’re a good fit for each other.

2
Send your documents

We give you one clear checklist. You send it back. If your books are behind, we scope the cleanup separately.

3
Kickoff

We set up your books, meet your CPA, and agree on what success looks like this year.

Book a free financial checkup
FAQ
Do I have to switch accounting software?

No — QuickBooks, Xero, or whatever you’re already using, we work with it.

Is there a long-term contract?

[Answer per your MSA terms.]

What if my books are behind?

We handle historic cleanup separately, billed hourly. We’ll scope it with you during your checkup.

What’s the difference between Essentials and Complete?

Complete adds payroll processing, bill pay and invoicing, for $1,000 a month. It’s built for businesses with $1M+ in revenue or 26+ employees.

Which states do you serve?

All 50 states — accounting isn’t state-restricted the way our registered agent service is, so wherever your business is, we can serve it.

Ready for an accountant who's in it with you?

Start with a free 30-minute checkup. You’ll leave knowing where your numbers stand and what to do first, whether or not you work with us.

Book my free checkup
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