Build a Profitable Business with Strategic Accounting, Tax, and Financial Clarity
In 90 days, our Prosperity Pathway™ installs audit-ready books, reporting rhythms, and strategic tax architecture. With the foundation in place, we help you pull pricing, margins, and revenue levers confidently.
Why Most Accounting Services Leave Business Owners Struggling—And What to Do Instead
Our Full-Service Business Partnership
Financial Operations, Tax Strategy & CFO-Level Advisory
All plans start with our 90-day Prosperity Pathway™ (cleanup, reporting rhythms, tax positioning).
Foundation
Monthly Close, Payroll Setup, Compliance & Support
- Clean books & reporting
- Business tax preparation (federal & state)
- Payroll setup & employee onboarding support
- Advisory (regular phone, email, and meetings)
- QuickBooks Online / Xero tech support
- Banking & expense infrastructure (Relay, Dext) setup
Best for: Owners formalising systems and eliminating compliance risk
Ascend
Weekly Bookkeeping, Cash Forecasting, and A/P Systems
- Everything in Foundation PLUS:
- Weekly bookkeeping adjustments & variance review
- Weekly accounts payable management
- Bill.com A/P workflow & approvals
- Dext electronic expense management
- Weekly cash-flow forecasting and payable scheduling
Best for: Teams growing headcount, spend, and transaction volume.
Summit
Executive Strategy, Modeling, and Exit Readiness
- Everything in Ascend PLUS:
- Monthly executive strategy sessions (leadership + finance) with you & your team
- Strategic dashboards & scenario/pricing workshops
- Advanced 13-week rolling cash-flow & sensitivity modelling
- Entity optimisation, succession & legacy planning reviews
- Support for capital decisions, restructuring, or sale readiness
Best for: Multi-entity owners planning expansion, financing, or transition.
Professional Tax Services For Business Owners
pathway
Tax Compliance & Support
- Unlimited Consultations
- Annual tax return video review
- Annual federal & state income tax return filing
- Quarterly estimated payment vouchers
- Complete CPA firm access
momentum
strategic tax planning & Resolution
- Everything in Pathway, PLUS:
- Bi-Annual strategic tax planning & mitigation sessions
- Real-Time IRS account audit monitoring service
- Federal & State Notice Review and Response
- Federal & State Tax Extension's
Pinnacle
Executive Tax & Wealth Strategy
- Everything in Momentum, PLUS
- Quarterly tax & wealth strategy check-ins
- Advanced multi-year tax planning analysis
- Estate & succession planning integration
- Advisory team coordination
Our Approach to Tax & Wealth Strategy
Making Smart Tax Decisions
We take the lead on your tax strategy, ensuring every business and personal decision is optimized for your long-term wealth building objectives.
- Proactive multi-year tax strategy development
- Business structure optimization and analysis
- Integration with your business growth objectives
- Strategic timing of income and deductions
Aggressive Tax Mitigation
We aggressively pursue every legitimate strategy to minimize your tax liability while ensuring full compliance and audit protection.
- Advanced depreciation and bonus strategies
- Sophisticated compensation planning
- Tax-efficient business operations design
- State tax minimization strategies
Protecting your assets
Comprehensive protection from IRS challenges, audits, and tax-related threats to your business and personal wealth.
- Full IRS and state tax authority representation
- Audit defense and examination support
- Asset protection through proper structuring
- Penalty abatement and interest reduction
Let's Transform Your Financial Future
Your Path to Financial Excellence
Step 1: Share Your Vision
By completing our brief questionnaire and reserving your Discovery Chat, you’ll give us the insights we need to uncover immediate opportunities and align solutions with your goals.
Step 2: Strategic Planning & Solution Design
We’ll analyze your books, records, and recent tax history to identify risks, unfiled returns, refunds, and missed strategies. Then we design a custom plan to optimize your business, taxes, and legacy path.
Step 3: Implementation & Growth
We don’t just hand you a plan—we walk beside you. From clean books to tax filings, strategy sessions, and family wealth planning, you’ll have a partner at every stage of your journey.
Why our clients partner with us
- Business Growth & Clarity: Scale profitably with financial systems that give you insight and control.
- Tax Strategy & Protection: From proactive savings to audit defense and tax debt resolution, we safeguard your business and family.
- Legacy & Wealth Transfer: Plan with confidence—preserving and transferring wealth across generations.
Reserve Your Discovery Chat — Your First Step Toward Clarity, Profit & Legacy
To give you the best guidance from the very start, all new clients begin by completing this brief questionnaire and scheduling a Discovery Chat. This ensures we understand your goals and can connect you with the CPA best suited for your situation. Discovery Chats are available in-person, via Google Meet, or by phone.
If you reach out by phone or email, our team will kindly direct you here first—so we can serve you efficiently and effectively.