Who we are
Let’s Simplify Your Finances
01 Fractional CFO Services
You don’t need a full-time CFO, you need financial strategy when it counts. Our Fractional CFO services equip you with clarity, forecasting tools, and decision-making confidence. Powered by the Box Method, we optimize all areas of your business: Marketing & Sales, Operations, Finance & Strategy, and People & Leadership
Let’s build a foundation for success together!
02 Tax Services
Tax season shouldn’t derail your business. From compliance to planning, our year-round tax support ensures you stay prepared, not panicked.
Our services include:
- Federal and state filing
- IRS representation and audit support
- Quarterly tax estimates and adjustments
- Proactive tax planning year-round
03 Bookkeeping Services
Bookkeeping should empower, not overwhelm. We use QuickBooks, Xero, and Wave to keep your records accurate, organized, and decision-ready.
Key Features:
- Monthly reconciliation and financial reporting (P&L, Balance Sheet, Cash Flow)
- Transaction categorization and KPI tracking
- Clean-up and catch-up bookkeeping services
- A/R and A/P management
You’re in good hands
Let’s Talk
We don’t believe in one-size-fits-all. That’s why we start with a free discovery call, no pressure, no jargon. Tell us where you are. We’ll help you see what’s next.
Book your call today!
Important Dates
-
15 Jan2025
Deadline for the fourth estimated tax payment for the 2024 tax year.
- Review your estimated tax payments and make necessary adjustments to avoid underpayment penalties.
- Review your year-end income and deductions to ensure tax liability accuracy before making your final payment.
-
16 Jun2025
Second estimated tax payment for the 2025 tax year is due.
- Review your income and adjust estimated payments if necessary to avoid underpayment penalties.
- Submit your payment via IRS Direct Pay, EFTPS, or through your tax professional.
-
15 Sep2025
Third estimated tax payment for the 2025 tax year is due.
- Ensure that all estimated tax payments are up to date to avoid penalties.
Extended deadline for S corporations and partnerships that filed for an extension.
- If you filed for an extension on your S corporation or partnership return, finalize and submit Forms 1120S or 1065 before the deadline.
-
15 Oct2025
Extended deadline for individual tax returns if an extension was filed.
- File your extended 2024 tax return to avoid additional IRS penalties and interest.
- Double-check deductions, credits, and tax-saving opportunities before filing.