Your
dedicated
New York CPA.
A boutique CPA firm handling bookkeeping, tax, payroll, and CFO advisory for e-commerce brands, construction firms, SaaS companies, and growing businesses. Plans starting from $299/month.
The eight problems that keep
business owners up at night.
Every client we onboard arrives with at least three of these. We’ve built a practice around fixing all eight — at one fixed monthly fee.
Messy, Inaccurate Books
Bank feeds unreconciled, expenses miscategorized, months behind. You cannot make decisions from broken data.
No Real Profit Visibility
Revenue looks good but cash is always tight. You don’t know which clients, products, or channels actually make money.
Tax Surprises Every April
No quarterly planning, no estimates, no strategy. You write the check and wonder how it got that bad.
Sales Tax Exposure
Multi-state nexus thresholds you’ve crossed without registering. Notices arrive before you knew you owed.
Payroll & Contractor Mess
Multi-state W-2s, misclassified contractors, missed 1099s. One wrong filing and you’re paying penalties.
Cash Flow Blind Spots
You see the dip after the wire bounces. A 13-week rolling forecast shows it four weeks ahead — every time.
No Financial Strategy
Your CPA files the return and disappears. You need someone proactively looking for ways to save and grow.
Books Not Bankable
An SBA loan, investor, or acquirer asks for financials. They’re not ready. You lose the deal or the valuation.
Proven expertise across
the sectors that matter.
Every industry has its own financial complexity. We have the depth to handle yours — not just file your return.
E-Commerce
Shopify, Amazon, WooCommerce. Multi-channel revenue, COGS, marketplace fees and sales tax.
Construction
Project costing, WIP schedules, subcontractor compliance and job profitability tracking.
SaaS
Recurring revenue recognition, MRR/ARR tracking, deferred income and board-ready reporting.
Retail
Inventory management, POS reconciliation, shrinkage tracking and margin analysis.
Trading
Import/export accounting, landed cost calculations and multi-currency management.
Six practices, one goal:
your financial clarity.
We don’t treat your business like a generic small business. We know your industry, your numbers, and what actually moves the needle.
Bookkeeping & Monthly Close
Accurate, up-to-date books every month — reconciled to your bank, your channels, and your software. P&L delivered by the 10th of every month, without you chasing it.
Tax Planning & Preparation
Year-round tax strategy — quarterly estimates, multi-state returns, sales tax nexus tracking, and federal filings built around your entity structure. No April surprises. Included in your monthly fee.
Virtual CFO Advisory
13-week cash flow models, margin analysis, scenario planning, and quarterly strategy sessions with a partner. CFO-level thinking without the CFO salary.
Payroll Services
Multi-state W-2s, 1099 contractors, S-corp owner comp, direct deposits and payroll tax filings — handled correctly, filed on time, every time.
Catch-Up Bookkeeping
Months or years of messy books — miscategorized expenses, missing reconciliations, broken COGS. We clean it up and hand you back clean financials.
E-Commerce Accounting
Shopify, Amazon, WooCommerce, Walmart — channel-level P&L, COGS at landed cost, marketplace fee reconciliation, and multi-state sales tax handled completely.
Every month, you receive
these specific deliverables.
No vague “monthly bookkeeping.” Below is exactly what you get, when it arrives, and what each report tells you.
Channel-Level P&L Statement
Revenue, COGS, and net profit broken down clearly. The number that tells you where to focus next — delivered every month without asking.
Balance Sheet & Equity Statement
Assets, liabilities, and equity reconciled to the cent. Tied to your bank and merchant balances. Audit-ready for loans, investors, or due diligence.
13-Week Cash Flow Forecast
Cash in, cash out, by week. Cash crunch alerts four weeks ahead. See the dip before it happens — not after the wire bounces.
Sales Tax Nexus Monitor
50-state economic nexus tracking with threshold alerts. Know where you’re at risk months before you’d actually owe anything.
Video Walkthrough — 5 Min
Your account manager records a short video walking through your month. The two numbers that moved most, why they moved, and what to do about it.
Quarterly Strategy Review
60-minute call with your CPA and tax lead. Quarter-over-quarter review, tax positioning, and growth scenarios modeled for the next 90 days.
Quarterly Tax Estimates
Federal and state estimated payments calculated, vouchers prepared, reminders sent. No surprises in April. S-corp owner comp factored in correctly.
Federal & State Tax Returns
Your annual entity return plus all state returns. E-filed and confirmation delivered. Included in your monthly fee — no separate year-end bill.
Direct CPA Access
Your dedicated CPA — not a call center. Direct Slack and email access to your account manager, with a 24-hour response guarantee, 5 days a week.
From “we need a CPA” to your first
clean close — in 14 days.
Most accounting firms take 6–8 weeks to onboard. We do it in two, because we’ve built a process around your type of business — not retrofitted a generic workflow.
The free discovery call.
A 30-minute call with a senior CPA — not a salesperson. We ask about your business, your books, your tax structure, and what’s stressing you out about money. We tell you if we’re the right fit. If we’re not, we’ll refer you to someone who is.
- Review your current books and identify the 3 fixes that move the needle most
- Walk you through how we’d structure your engagement
- Honest answer on whether we can help — no pressure, no pitch
The fixed-price proposal.
Within 48 hours you get a written proposal with a flat monthly fee — no hourly billing, no surprise add-ons. Every service, every deliverable, every cadence listed out. You e-sign when you’re ready.
- Fixed monthly fee starting at $299 — scales with your business, never surprises you
- Catch-up work quoted separately, upfront — no hidden charges later
The kickoff meeting.
You meet your dedicated bookkeeper, tax lead, and account manager — the people who will actually do your work. We walk through the monthly cadence, how reports are delivered, and how to reach us between touchpoints.
- Meet your dedicated 3-person team — name, face, role
- Set up secure client portal for documents and reports
- Confirm monthly close timeline and report format
Setup, migration, and cleanup.
We connect your channels and software, rebuild your chart of accounts, configure tracking, and reconcile any backlog. If you have months of messy books, we fix them now — not piecemeal as we go.
- Connect all channels to QuickBooks Online or Xero
- Rebuild chart of accounts for your business type
- Configure sales tax tracking across all relevant states
- Clean up historical books and reconcile all bank statements
Your first clean close.
By day 14 you receive your first true P&L — revenue, COGS, expenses, and net profit — clean, accurate, and actually telling the truth. We walk you through it on a 30-minute call.
- P&L statement, balance sheet, and cash flow forecast
- 30-minute video walkthrough with your account manager
- Executive summary PDF for investors, lenders, or your board
Let’s see if your books
are telling the truth.
A free 30-minute call. No pitch, no upsell. Bring a recent P&L — or don’t — and we’ll tell you the three things we’d fix first.
Book your discovery call