Proactive CPA Advisory That Pays For Itself
Quarterly strategy, cash-flow clarity, and proactive tax planning — with direct CPA oversight. No hourly bills. Ever.
What You Get
- Quarterly CPA strategy meetings (tax planning, S-Corp comp, cash flow)
- Tax projections to reduce year-end surprises
- Books reconciled, payroll coordinated, filings handled (scoped as needed)
- Flat-fee structure — no hourly invoices
- Clear response standards and organized portal communication
“They mapped our S-Corp compensation and quarterly projections — zero surprises at year-end.”
FAQ
Who is this for?
What happens on the call?
Do you work with clients outside Orange County and Oklahoma City?
Prefer to Apply Instead?
Some clients prefer to send details first. Either path works — we’ll confirm fit and follow up quickly.
