Close PackageCohort analysis
Audit
Advisory
Tax
Client ID: NEW-2025
Numbers That Stand Up To Scrutiny
Full-stack accounting from day-to-day books to board-ready reports. Clean ledgers, clear narratives, and confident decisions.
Core Services
Monthly Accounting
Close the books on time with reconciliations, accruals, and management reports.
From $899/moAudit & Assurance
Financial statement audits and reviews aligned to GAAP and industry compliance.
Fixed-fee optionsTax Strategy
Proactive planning, multi-state filings, and entity structuring to reduce surprises.
R&D creditsBefore & After Reporting
Leadership
Alex Lin, CPAAssurance Partner
Maya Ortiz, EATax Director
Samir Patel, CFAAdvisory Lead
Ready for clean books and clear decisions?
Send last month’s trial balance. We’ll prepare a no-obligation review.
Start Your Review
Send last month’s trial balance. We’ll prepare a no-obligation review.