We pride ourselves on delivering tailored solutions that meet the unique needs of our clients. To make sure we’re giving you our absolute best, we’ve chosen to specialize in certain types of businesses. This means we really get to know the ins and outs of your industry, which lets us offer super-targeted strategies and results-driven solutions.

To serve you better, we specialize in partnering with clients who match the following profile:

• You’re a single-owner business based in the US, and you operate as either an S-corp or LLC.
• Your core offering is professional services — think firms or agencies.
• You’re dedicated to your primary business and don’t manage multiple ventures simultaneously.
• You’re either using QuickBooks or open to transitioning (we’re here to lend a hand!).
• You’re not more than 1 year behind on your annual tax filings.

If you see yourself in this description, we’d love to get to know more about you and your business in order to explore how we can support your business growth together!