Keep More of Your Profits with Expert Tax Planning and Pristine Books
Monthly bookkeeping, year-round tax planning, and payroll management—all handled by a bilingual CPA who responds when you need help.
Licensed CPA
Since 2017
Professional certification with 8 years of licensed expertise ensuring compliance and accuracy for your business.
10+ Years
Experience
Over a decade of experience managing complex financials for corporations and small businesses.
Bilingual CPA
(English & Spanish)
Culturally fluent CPA providing seamless accounting services in English and Spanish for diverse business owners.
These Accounting Tasks Were Simple When You Started. Now They're Overwhelming Your Business.
As your business grows, basic bookkeeping becomes complex accounting that requires expertise you don't have time to develop
Quick Weekly Bookkeeping Became Monthly Catch-Up Sessions
What used to take 2 hours now consumes entire weekends, keeping you from focusing on revenue-generating activities and business growth.
Simple Tax Returns Became Complex Planning You Can't Handle
Without year-round tax strategy, you're missing deductions worth thousands while struggling with S-Corp optimization and compliance issues.
Organized Records Now Show Confusing Discrepancies
Your QuickBooks doesn't match your bank statements, leaving you uncertain about true profitability and worried about IRS compliance.
You Shouldn't Need Tax Expertise To Keep Your Money. We Make Professional-Level Accounting Accessible Through Our Outsourced Model.
Small business owners shouldn't be forced to become part-time accountants just to avoid costly mistakes and stay compliant. We provide the expert-level service you deserve without the overhead.
Outsourced Accounting That Boosts Business Potential And Minimizes Headaches
Six comprehensive services that clear the chaos and empower you to be the leader your business needs.
Books Cleanup & Monthly Bookkeeping
We'll catch up your backlogged books, fix any errors, and establish CPA-level systems that keep your accounting pristine every month. No more messy records or wasted weekends on bookkeeping.
Comprehensive Tax Planning & Preparation
We implement year-round tax strategies to legally minimize what you pay, including S-Corp optimization and quarterly planning. Never get hit with surprise tax bills again.
Payroll Setup & Compliance Services
We'll handle all your payroll processing setup and staff training while keeping you compliant with regulations so you never worry about penalties or employee classification mistakes again.
Monthly Reporting & CFO Advisory
Get monthly reports and CFO-level guidance to make better business decisions. We'll help you improve profitability and position your business for growth and financing.
Year-End Services & Tax Season Management
We make tax season seamless because we've handled everything throughout the year. You get high-level year-end reporting and strategic planning for the next year.
Ongoing Partnership & Proactive Support
You get year-round leadership and guidance, not just compliance. We prevent problems before they happen and help you make better business decisions every month.
Time Doesn't Solve Accounting Problems—It Makes Them Worse
The small business owners who wait "until next year" to get professional help consistently tell us their biggest regret was not taking action sooner.
Your Tax Bill Gets Bigger
Every year without proper tax planning means more money going to the government instead of staying in your business and family's pockets.
Your Books Get Messier
What starts as a few missing receipts becomes months of tangled transactions that take weeks to sort out and cost thousands to fix professionally.
Your Audit Risk Increases
Inconsistent records and missed filings create red flags that attract IRS attention, turning small oversights into major compliance nightmares.
Your Competition Pulls Further Ahead
While you're stuck doing bookkeeping on weekends, your competitors are investing that time in growth, marketing, and serving more customers.
Your Personal Time Disappears
Every month you delay getting help means more evenings and weekends lost to paperwork instead of time with family and pursuing your passions.
Your Cleanup Costs Multiply Over Time
A simple bookkeeping catch-up that costs hundreds today becomes a multi-thousand dollar forensic accounting project if you wait another year.
We Know How Overwhelming Business Bookkeeping Can Be—Our Accounting Experience Turns Chaos Into Clarity.
We've seen it a lot—late nights on books, constant worry about missing deductions, and frustration with accounting holding back growth. That's why we've dedicated our careers to mastering this.
Our Unique Combination Of Professional Training And Real Small Business Experience Delivers Unmatched Insights
Most CPAs study small business problems in textbooks—we lived them for 16 years, then earned the credentials to solve them professionally, giving you proven strategies that actually work in the real world.
Licensed CPA in California
Unlike most accountants who only learned from textbooks, you get someone with real business operations experience protecting your profits.
16 Years in Small Business
You get solutions from someone who spent nights assisting her family restaurant, balancing books and weekends catching up on paperwork. Real solutions from someone who has walked in your shoes.
Master's in Accounting
You benefit from advanced degree training in complex tax strategies, S-Corp optimization, and wealth-building techniques others miss.
Our Outsourced Accounting Model Will Turn Your Biggest Business Burden Into Your Greatest Asset
Most accountants work backwards from tax season when it's too late to save money. We work forward from day one, handling your complete accounting backend while implementing year-round strategies that maximize every dollar you keep.
Complete Accounting Backend That Replaces Multiple Expensive Services
You save thousands annually while eliminating the stress of coordinating separate bookkeepers, tax preparers, and payroll providers who don't communicate.
Strategic Tax Planning That Keeps More Money In Your Pocket
You keep thousands more in profits through monthly optimization strategies that most business owners never access because their CPA only works once a year.
Real-World Business Expertise That Delivers Solutions That Actually Work
You get faster problem resolution and avoid costly mistakes because we've lived every challenge you face and know what actually works in practice.
The Business Financial Freedom Process That Removes Bookkeeping Burdens And Delivers Guaranteed Results
Our proven three-step system transforms your accounting chaos into organized systems that save you thousands in taxes while giving you back your weekends and peace of mind.
FAQs
Find answers to common questions about our services and how we can help you.
Our comprehensive accounting services range from $750-$2,500 per month, with most clients in the $900-$1,500 range.
Unlike piecemeal accounting services that nickel-and-dime you with separate fees for bookkeeping, tax planning, and payroll, our monthly retainer covers everything: monthly bookkeeping, year-round tax planning, business tax returns, personal tax returns, payroll management, and CFO-level guidance. When you compare this to hiring separate providers (which typically costs $1,200+ monthly) or trying to handle it yourself (costing 15+ hours monthly), our integrated approach is both more affordable and more effective.
We provide year-round proactive guidance instead of just seasonal tax preparation, and we handle everything under one roof.
Most accountants are reactive—they disappear for 11 months and show up during tax season to prepare your returns. We're your financial partner every month, providing proactive tax planning, strategic guidance, and responsive support. Plus, with 10 years of experience working with Fortune 500 companies and bilingual capabilities, we bring corporate-level expertise with personal, small business understanding.
Amateur bookkeepers typically cost more than you think and can't provide tax planning or strategic guidance.
A part-time bookkeeper at $30/hour for 8 hours weekly costs $960+ monthly—and that's just for basic reconciliation with no tax expertise. They can't catch tax-saving opportunities, provide strategic guidance, or ensure compliance. When you add separate tax preparation, payroll services, and the coordination time required, you're paying more for inferior service. Our integrated approach gives you CPA-level expertise for comparable or lower cost.
Yes, we respond to client questions the same day and provide monthly check-ins to keep you informed.
Unlike the typical accountant who ghosts you for 11 months, we're your ongoing financial partner. You'll have direct access to Alex and the team, with same-day response to questions and concerns. We also provide monthly reports and check-ins to keep you informed about your financial position and upcoming opportunities or deadlines. You'll never wonder what's happening with your books or feel like "just another number."
If you're overpaying taxes, stressed about compliance, or spending too much time on books, then yes.
Switching accountants feels inconvenient (like switching banks), but staying with inadequate service costs more in the long run. Most business owners we meet are overpaying taxes by $8,000+ annually, wasting 10+ hours monthly on bookkeeping tasks, or living with constant stress about compliance issues. Our integrated approach eliminates these problems while providing the strategic guidance needed for profitable growth. The question isn't whether you can afford to switch—it's whether you can afford not to.
We provide year-round tax planning with quarterly reviews, not just annual preparation.
Tax planning only works when it's done throughout the year, not in December. We analyze your financial position quarterly, identify tax-saving opportunities, recommend strategic purchases and investments, and ensure your estimated payments are accurate. This proactive approach typically saves our clients $8,000-$15,000 annually compared to traditional "prepare and file" accounting services. We also coordinate between your business and personal taxes to optimize your overall tax situation.
Stop Drowning In Bookkeeping—Get The Complete Outsourced Accounting Solution That Ends Your Stress
Get answers to your biggest financial questions. Schedule your complimentary Business Financial Assessment and discover exactly how much you could be saving. In just 45 minutes, we'll review your current setup and show you specific tax reduction opportunities most small business owners miss.
Free consultation • No pressure • No obligation