Bookkeeping, Tax Planning, and Fractional CFO Services

Get financial clarity to grow your business

We provide small business owners with the accounting services they need to make confident business decisions.

Bookkeeping, Tax Planning, and Fractional CFO Services

Get financial clarity to grow your business

We provide small business owners with the accounting services they need to make confident business decisions.

Overwhelmed by your financials?

Partner with the Firm who will do your books, handle your tax prep, and provide you with strategies to save you the most on your taxes. 

Take Control of Your Business

Bookkeeping Services

Bookkeeping

Save hours every week when you let us handle your books.

Tax Planning Services

Tax Planning

Implement a plan to take advantage of tax strategies.

CFO Services

Fractional CFO

Your year-round financial partner.

We’re connected with your tech

Carter Lance, CPA

Partner

We’re not your average CPA Firm

Strategic Tax Planning - Accurate

Accurate

We're the Firm that's obsessed with detail.

Timely

Timely

Financial Reporting that's done on time.

Strategic Tax Planning - Phone

Responsive

We strive to respond in 24hrs or less.

FAQs

Tax planning is a proactive approach to taxes. It’s the process of looking at your personal life, your business, and your financials goals and matching them with the 70,000+ pages of tax code to legally reduce your taxes.

We’ll discuss your current tax situation and your goals to identify which tax-saving opportunities you may qualify for.

Every client’s situation is different. However, we offer upfront, transparent pricing so you’ll always our fees.

We believe that a business owner should have a relationship with their CPA year-round. By taking this approach, we can better advise you in your business so you can take control of your taxes and finances.

We make every effort to respond to our client’s emails and phone calls within 24 hours.

Download our FREE .PDF!

Download our FREE .PDF!

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