A principal-led finance function for owner-run businesses.
Monthly close, management reporting, planning and tax, kept in one practice and one file, so a decision in March and the return in April are made from the same numbers. A deliberately small book, read closely.
The situations we are usually called for.
Six of them, and the part of the practice that answers each.
Growth, and no one running the numbers.
Revenue outgrew the bookkeeper. What replaces them is a monthly cadence: financials on a fixed day each month, a plan revisited every quarter, and the larger decisions taken from the numbers.
Advisory →
Profitable on paper, tight at the bank.
Profit and cash are different questions. Receivables, payables, inventory and owner draws are watched month by month, and a forecast says when the gap opens and what closes it.
Accounting & CFO →
A first hire, lease or truck.
Each one carries a tax and a cash consequence, and each is cheaper to model before it is signed than to book after. The decision is priced in the plan first.
Advisory →
Several entities, one owner.
The operating company, the property, the holding company. Reporting is consolidated, intercompany balances are kept clean, and the whole structure runs on one calendar and one close.
Accounting & CFO →
A US company, owned from abroad.
Formation, the EIN, the state registrations, and the reporting that foreign ownership brings with it. The compliance calendar is kept here, in your time zone, from the first year on.
Business registration & compliance →
The return comes last.
With the books closed every month and the plan already set, the return is prepared from numbers that have been read all year. It is signed by a federally licensed tax practitioner and defended if the IRS asks.
Tax →General information about how the practice runs, not advice on your situation. Florida does not tax individual income; the picture differs in states that do.
The four, by name.
Each one starts with a conversation.
Tax
Federal and state returns for individuals and the businesses they run. Prepared, signed, and defended if the IRS asks questions later.
Talk about Tax →Advisory
Most of what you save is decided long before the return is filed. Entity choice, reasonable compensation, distribution timing, quarterly estimates.
Talk about Advisory →Accounting & CFO
Bookkeeping, monthly financials, and CFO-level counsel, so the numbers are right before anyone has to file them.
Talk about Accounting & CFO →Business registration & compliance
Formation, EIN, and the compliance calendar that starts the day you register.
Talk about Business registration & compliance →
Start with the situation.
A sentence or two is enough, and no documents yet. We will come back with times to talk.
Or read the latest letter first.
Obamacare strikes back. For 2026, the overpaid credit comes back in full. →