We’re Not CPAs, But We Know Great Ones

While we do not provide in-house tax preparation, we work closely with trusted CPAs and tax professionals to ensure your business gets the expert guidance it needs. Our role is to serve as a liaison bridging the gap between your day-to-day operations and your tax professional’s office.

We keep your financial records organized, flag opportunities for strategic planning, and communicate directly with your CPA or one of our vetted referral partners to ensure your tax filings are accurate, timely, and stress-free.

What We Do

Our experienced team helps your business stay tax-ready all year long by providing the financial clarity and support your CPA needs to do their job well.

That includes:

• Sales tax tracking and compliance

• Payroll tax support and reporting

• Organized, CPA-ready financial statements

• Profit and loss reports to inform tax planning

• Estimated tax guidance and reminders

• Entity structure and strategy support (in consultation with tax pros)

• Coordination during events like mergers, acquisitions, or restructures

The Benefits of a Liaison

Having a bookkeeping and advisory partner who understands your business inside and out and speaks the same language as your CPA can make all the difference. We help ensure nothing slips through the cracks, no deadline is missed, and every decision is made with the full financial picture in mind.

Whenever you are prepping for tax season, restructuring your business, or planning for growth, we connect the dots between your books and your tax strategy so you can move forward with confidence.