One Accounting Firm for Bookkeeping, Tax, and Planning

One team. Not three vendors.

Three Vendors. Zero Coordination.

Most business owners end up with a bookkeeper doing one thing, a CPA doing another, and no one owning the whole picture. Every year-end becomes a scramble. Every mid-year decision gets made without real numbers. Every tax planning conversation is theoretical, because nobody has a current set of books to plan against.

That's not a personnel problem. It's a structural problem. Splitting your finances across three firms means three sets of assumptions, three billing systems, three schedules, and three people who each know a third of what's going on.

FM Accounting runs bookkeeping, tax preparation, and tax planning inside one team. Same firm. Same monthly fee. Same person who picks up when you call. Which means the books, the return, and the strategy actually connect.

What We Handle

Bookkeeping. Books closed monthly, by the 10th. Reconciled. Categorized. With financial statements you can actually read.
Tax preparation. Federal, state, and multi-state filings for your business and, if you want, your personal return.
Tax planning and advisory. Quarterly projections, entity structure reviews, and owner compensation modeling. Planning done during the year, not after.
Payroll coordination. We work with your payroll provider so it lands in the books correctly.
Industry specialty. Law firms are our deepest specialty, including IOLTA trust accounting. We also serve healthcare, real estate, professional services, and startups.

Everything sits inside one engagement. One monthly fee. One point of contact.

What Actually Makes an Accounting Firm Worth Hiring

Most firm websites talk about being "trusted" and "experienced." Neither of those tells you anything. Here's what actually matters when you're picking a firm:

They close your books on a schedule

Late books are the root cause of almost every accounting complaint. If a firm can’t tell you exactly when your books will be closed each month, they can’t tell you anything else. We close by the 10th.

They don't split the work across vendors

A bookkeeper here, a tax preparer there, no one doing planning. That’s the setup that fails most business owners. A good firm owns the whole picture end to end.

They price with a fixed fee

Hourly billing means every question you ask costs money, and every year the fee is a mystery until the invoice hits. Fixed monthly fees mean you know what you’re paying and you actually use your accountant.

They give you one point of contact

Not a support ticket. Not a queue. Not “your file was reassigned last week.” One person who knows your business and picks up the phone.

They plan your tax bill during the year

Filing your return is not tax planning. Real planning happens in the second and third quarter, when the levers that move the bill still have deadlines in front of them. If your firm only talks to you in March, you don’t have a tax planner.

They actually specialize in your industry

A firm that serves “everyone” tends to serve no one well. Look for a firm with real depth in your industry, whether that’s law firms, real estate, professional services, or something else.

They put everything in writing

Fees, scope, deliverables, projections. If it lives inside a phone call, it will be misremembered by one of you within six months. A serious firm documents what it’s doing.

Who We Serve

Not every business needs a firm at our level. Very early-stage businesses can usually do fine with a basic bookkeeper and a compliance-only tax preparer.

The owners who get the most out of working with FM:

Businesses doing $500K to $10M in revenue where the numbers matter for real decisions
S-corporation and pass-through owners juggling salary, distributions, and retirement together
Owners running multiple companies or entities across state lines
Law firm owners. Attorneys should start at accounting for law firms.
Real estate investors where depreciation, passive losses, and acquisition timing drive real outcomes
Owners 12 to 24 months from selling the business
Owners tired of splitting bookkeeping, tax prep, and planning across three vendors

If your business is profitable, and coordination between your bookkeeper, your CPA, and your planner is where things keep breaking, a full-service engagement with one firm pays back the fee.

How It Starts

Step 1

Discovery call

Thirty minutes on your business, your current setup, and where things are breaking.

Step 2

Review

You share your last return, current financials, and current fee schedule. We look at it before the next conversation.

Step 3

Written proposal

We come back with a scope, a fixed monthly fee, and projected savings where planning is part of the scope. Everything in writing before you sign.

Step 4

Onboarding

Once you sign, we take over your books, coordinate with your prior CPA on the handoff, and close your first month within 30 days.

Why FM

One team for everything. Bookkeeping, tax preparation, and planning under the same firm. What one team recommends, another team implements. Nothing gets lost in a handoff between vendors.

Fixed monthly fee. No hourly billing. No surprise invoices for asking a question.

Deadlines are our problem, not yours. Monthly close, quarterly projections, extension filings, state elections. All on our calendar. You don't chase us.

Everything in writing. Fees, scope, projections, planning recommendations. Nothing lives only inside a phone call.

Real specialization, especially in law firms. Not a firm that "serves every industry." A firm with actual depth in the industries we work in.

Cloud-based, all 50 states. Founded by a CPA out of Chicago and built to serve business owners anywhere in the country.

What It Costs

Fees are fixed monthly, quoted in writing before you sign, and set against the scope of the engagement.

Bookkeeping alone runs $500 to $5,000 per month depending on business size, transaction volume, and complexity.

Bookkeeping plus tax preparation typically adds a fixed annual amount for the return.

Full advisory engagements (bookkeeping, tax prep, and planning together) run $10,000 to $50,000 annually for most business owners in our target range, quoted against projected value delivered.

Every engagement is priced so the value clearly exceeds the fee. If it doesn't, we tell you.

FAQ's

Answers to Common Questions

What makes a good accounting firm?

Predictable delivery, fixed pricing, real specialization, one point of contact, planning done during the year, and everything documented in writing. Most firms fail on at least three of those.

How is FM different from a Big 4 or regional firm?

Big firms charge hourly, staff junior people on your account, and don't do proactive planning for businesses your size. We charge a fixed monthly fee, assign one senior contact who knows your business, and plan your tax bill during the year.

How is FM different from a small local CPA?

Small local CPAs are usually one person who does everything, which sounds appealing until they get overloaded, take vacation, or retire. We're a team with redundancy and depth, but you still get one point of contact who knows your business.

Do you serve businesses outside your home state?

Yes. We work with business owners in all 50 states through cloud-based accounting. Multi-state operators are a big part of our client base.

Do I have to switch my current CPA to work with you?

For everything to work together, yes, eventually. Most clients start with one service and consolidate the rest over the first 6 to 12 months. You can also engage us for one service only if that's the fit.

How fast can we start?

Usually within two weeks of signing. Faster if your current firm is cooperative on the handoff.

Do you offer a discovery call before I commit to anything?

Yes. Thirty minutes, no cost, no pressure. Bring your last tax return.

How do I know if you're the right firm for me?

If your business is profitable, if you're tired of coordinating between multiple vendors, and if you'd rather know your numbers monthly and your tax bill quarterly than find out at year-end, we're likely a fit. The discovery call is where we figure that out together.

What industries do you specialize in?

Law firms are our deepest specialty, including solos, partnerships, and PLLCs. We also work with healthcare practices, real estate investors, professional services firms, and profitable startups.

The Accounting Firm You Actually Wanted the Last One to Be.

If your last firm was late, expensive, generic, or all three, the next one doesn't have to be. Book a free discovery call. We'll look at what you have now and tell you whether we're the right firm for the next stage of your business.

No commitment. No pressure. Just numbers.