We work with, not against CPA firms. 



CPA firms run with maximum efficiency when they are not burdened by “cleaning up” a year’s worth of accounting.  Our experience and know-how have our client’s finance and accounting department running like a fine-oiled machine.


  • Audits go smoother

  • Tax Returns can be prepared on time and with less hassle

  • Tax planning along the way will be accurate

  • Turns your entire relationship with client from reactive to proactive



And because our founder is a CPA with public accounting experience, we not only speak the same language, but we “feel your pain” and are very happy to work together seamlessly with CPA firms to build a “kickass integrated financial machine” for the benefit of our mutual clients.