Monthly close. Clean financials. Cash flow visibility. Your books ready for a lender, an investor, or a buyer any month of the year. No January panic.
Federal, state, and multi-state filings for S-corps, partnerships, LLCs, and PLLCs. Individual returns for owners and partners. Filed on time, defensible on audit, aligned with the strategy we've been building all year.
Entity structure, owner compensation, retirement vehicles, real estate, and PLLC-specific planning for law firm partners. We model the tax impact before you make the decision, not after.
Trust accounting hygiene, IOLTA compliance, partner distributions, and profitability per matter. Built for solo and small-firm attorneys who want a CPA who understands the difference between an operating account and a trust account.
Quarterly reviews with the owner, not just the bookkeeper. What the numbers mean. What to do about them. What's coming next quarter.