How we work.
Whether you're an individual planning for a steadier few years or a company scaling into more complexity, the same four positions hold. Each one costs us something, which is the only reason it's worth stating.
Accuracy before the date
Every statement is reviewed before it leaves us, against double-entry and against professional standards. Where something doesn't reconcile, you hear it from us with what we found and what we propose to do about it.
Rules out sending you numbers we haven't finished checking in order to hit a date.
Prices you can read before you call
Every plan is published, from $80 a month upward, with what's included at each tier. Advisory work is quoted per mandate and confirmed in writing before anything starts.
Rules out pricing that depends on what a prospect looks like they can afford.
Clear about what we are
We prepare, organize and review tax documentation, and we walk you through filing. We don't submit returns on your behalf, and we don't give legal advice. Where something needs an attorney or a credentialed filer, we say so early.
Rules out letting a client assume something has been handled when it hasn't.
Problems surface when we find them
A missed reconciliation, an exposure in another state, a deadline you're closer to than you think — you hear about it in the month we notice it. Not at year end, and not once it's already cost you something.
Rules out quiet months that look clean because nobody looked closely.
How an engagement runs.
First contact to steady state. Nothing here is billed before it's agreed.
Consultation
Free, and it opens every plan. We look at your records, your volume and what your year looks like before recommending anything.
Scope and price in writing
You get the plan, the price and what's included, confirmed before work begins. Clean-up, if your books need it, is scoped and quoted on its own rather than hidden inside a monthly fee.
Onboarding
We work in the systems you already use. Access, documents and a first review of your existing books — this is where most of the questions get asked.
Monthly close
Reconciled ledger, close pack and a summary of what was reconciled, what's outstanding and when it landed. The same format every month, so it's comparable.
Review as you grow
Volume changes, and the plan should follow it. We'll tell you when a different tier fits better — including when that's a lower one.
Questions about how we work
Still have questions?
Talk to a specialist directly — no forms, no ticket queue.
Book a free consultationStart with the consultation.
It's free, it opens every plan, and you'll leave it with a recommended tier and a price — whether or not you go ahead.