Your business deserves more than once-a-year tax prep and disconnected advisors. Through our affiliate firm, Sound Tax, we provide proactive financial leadership that brings accounting, tax strategy, and CFO-level guidance together under one coordinated system.
Because when your numbers make sense, your decisions do too. This is where wise stewardship meets smart business strategy.
What we do
Monthly Accounting
Clean, accurate books you can trust — delivered monthly, not months behind.
Proactive Tax Strategy
Year-round tax planning that reduces surprises and helps you keep more of what you earn.
Outsourced CFO Advisory
Cash-flow modeling, forecasting, profitability analysis, hiring strategy, and financial decision support — without the cost of a full-time CFO.
HR, Payroll & Benefits Oversight
Practical, steady guidance that keeps you compliant and supports a healthy team.
Business + Personal Alignment
Your life and business are connected. We help you make decisions that support both.
Our Process
We simplify and lead the financial side of your business — so you can focus on growth, people, and purpose.
1. Discover
We get to know your business — your systems, your numbers, and where clarity is most needed.
2. Clean Up & Build Systems
We organize your books, streamline tools, and build dashboards that reveal the real health of your business.
3. Monthly Rhythm
Each month, you receive accurate financials, tax alignment, and clear guidance — so you’re never left guessing.
4. Quarterly Strategy
CFO-level strategy sessions to help you plan ahead for taxes, cash flow, growth, hiring, and major decisions.
5. Ongoing Partnership
Your business evolves — and we evolve with you. From year-to-year planning to exit readiness, we walk with you through every stage.
Who this is for
We’re a great fit for business owners who:
- Want proactive, year-round tax and financial strategy
- Need clarity around cash flow, profitability, or growth decisions
- Want their CPA, bookkeeper, and planner finally aligned
- Prefer a long-term partner over disconnected vendors
- Value stewardship, simplicity, and wise leadership
This is the financial clarity business owners wish they had sooner.
Why Business Owners Choose Us
We are one team for accounting, tax, and strategy providing a holistic understanding of your business and your values. With proactive planning instead of April panic, our clients get clear numbers which inform better decisions.
This isn’t just accounting. This is leadership.