One firm,
the full stack
Tax, bookkeeping, and advisory from one team. No handoffs between three vendors.
Services
What we do
Bookkeeping & tax
The foundation. Clean books, timely filings, proactive compliance, not a year-end scramble.
Advisory & planning
Entity structuring, tax strategy, financial modeling. Decisions backed by real numbers.
Fractional CFO
Cash flow forecasting, KPI dashboards, board-ready reporting, without a full-time hire.
Who it's for
Situations we see
all the time
You just closed a round and need a real back office.
You're a contractor chasing a bond and your financials aren't there yet.
You've outgrown QuickBooks-and-a-shoebox but aren't ready for a full-time CFO.
You're buying or selling a business and need clean financials for diligence.
You want one firm, not three vendors who don't talk to each other.
The team
Who's behind it
Charlie
CPA, CFE. Led tax planning at a billion-dollar fintech. Nine years in public accounting before that. Knows what it looks like from your side of the table.
Tejas
Engineer. Led AI at a billion-dollar fintech. Serial founder. Builds the tools that make this firm faster than firms ten times our size.
Let's talk.