QuickBooks setup
Build the foundation for organized books.
- QuickBooks Online setup
- Chart of accounts
- Bank and credit card connections
- Reporting structure
SERVING CLIENTS NATIONWIDESAN FRANCISCO · LOS ANGELES · LAS VEGAS
AI-powered
tax & accounting.
Human expertise.
From tax planning to financial reporting, we combine AI-powered workflows with experienced CPAs to help you understand your numbers and make informed decisions.
A complete accounting partner
Everything behind
the numbers.
From the first bank connection to your next business decision, choose the accounting, tax, and advisory support your business needs.
Bookkeeping & operations
Support for the financial work that keeps your business moving.
- Bookkeeping and account maintenance
- Accounts receivable and payable
- Bill payment and payroll
- Sales tax
Financial reporting
Make your numbers part of the conversation.
- Monthly financial statements
- Regular reporting
- Cash flow projections
- KPI metrics and dashboards within CFO services
Tax planning & preparation
Connect filing requirements with planning throughout the year.
- Corporate and individual returns
- Federal and state preparation
- Tax strategy and compliance
- Projections and estimated payments
CFO advisory
Bring financial context to the decisions ahead.
- Budgets and cash flow planning
- Financial modeling
- Business consulting and advice
- Accounting staff and deliverable management
Financing support
Prepare the financial information behind a funding conversation.
- Support with bank loans
- Lender underwriting requirements
- Compliance and financial reporting
- Planning and advisory support
How we work
Modern technology.
Practical guidance.
Technology supports the workflow. Experienced accounting professionals connect your financial records with reporting, compliance, and practical advice. Established procedures and consistent deliverables support independent advice grounded in facts.
Set up the foundation
Organize your QuickBooks Online account, chart of accounts, bank connections, and reporting structure.
Keep the work moving
Bring bookkeeping, invoices, bills, and payroll into an accounting workflow that fits your business.
Review the numbers
Use financial statements and the reporting in your service plan to understand business performance.
Plan what comes next
Connect your numbers with tax planning, budgets, cash flow projections, and advisory conversations.
Working together
Your business.
Your books.
Clear access.
A working relationship built around your accounts, your documents, and a clear understanding of the support you receive.
Your QuickBooks account
Your business owns its QuickBooks Online account, keeping your financial records connected to you.
Documents in one place
Your Simple Accounting Lockbox keeps the documents for your accounting and tax work in one place. Our team provides your access link during onboarding.
Access to the day-to-day
Maintain access to your bill payment and payroll tools while we support your accounting workflow.
Reporting and planning
Know what your plan includes, from monthly statements and compliance filings to controller or CFO reporting and tax strategy meetings.
Monthly accounting support
The support you need.
Room to grow.
Starting monthly fees for accounting, controller, and CFO services. Start a conversation about the right scope for your business.
Accounting support
Essential
$1,500–$2,500/ month
- Dedicated licensed accounting consultant
- Compliance filings
- Monthly financial statements
Controller support
Premium
$2,500–$5,000/ month
- Dedicated licensed CPA controller consultant
- Compliance filings
- Regular reporting
- Monthly financial statements
- Tax strategy and compliance meetings
CFO support
Elite
From $5,000/ month
- Dedicated licensed CPA CFO consultant
- Management of your accounting staff and deliverables
- Compliance filings and regular reporting
- Monthly financial statements
- Cash flow projections
- KPI metrics and a daily dashboard
- Financial modeling
- Tax strategy and compliance meetings
Tax services
For your business.
For you.
Federal and state tax preparation, practical planning, and support with the requirements that apply to your situation.
Corporate returns
From $1,000
Preparation and planning for your business.
- Federal and state business tax preparation
- C corporation, S corporation, and LLC planning
- Deductions and credits
- Tax regulatory support
- Audit correspondence
Individual returns
From $650
Preparation and planning for your personal finances.
- Federal and state individual tax preparation
- Self-employment income reporting
- Rental and investment income reporting
- Deductions and credits
- Tax regulatory support and audit correspondence
Additional tax services
Planning beyond the return.
- Multistate returns
- Amended returns
- Tax projections and estimated payments
- Year-round advisory
- High-net-worth planning
Let’s talk
Make your next move
with clearer numbers.
Tell us about your business, your accounting, and what you need next.