How We Work With YOU
First, we fix your current situation, then we become your finance department.
55+ creators and agencies trust us with their finances
Your New Reality
Fully Compliant
IRS-ready, audit-proof
Tax Optimized
Saving thousands annually
Crystal Clear Finances
Know your numbers anytime
Stress-Free
Peace of mind, no surprises
Your Current Reality
Not IRS Compliant
Risk of audits & penalties
Losing Money on Taxes
Overpaying, missing deductions
Messy Books
No financial clarity
Wrong Entity Structure
Paying more than necessary
Step 1: Clean Slate - Fix Your Past
You come to us with a mess. We clean it up.
Who This Is For:
You're behind on taxes (maybe years behind)
Your books are a disaster or don't exist
You're paying contractors through Zelle/Venmo with no documentation
You're in the wrong entity structure and overpaying in taxes
You need to get compliant before the IRS comes knocking
What Happens:
We Catch Up Your Accounting
Your books are months or years behind. We reconstruct everything, categorize your transactions, and bring you current. You'll finally know where you actually stand.
We File Your Past-Due Taxes
We prepare and file all outstanding returns, maximize your deductions, and get you square with the IRS.
We Set Up the Right Entity
You're probably in the wrong structure and losing money because of it. We review your situation and optimize - whether that's converting to an S-Corp, setting up proper LLCs, or restructuring multiple entities.
We Get Payroll Running
No more paying people through Zelle. We set up professional payroll systems with proper withholding, W-2s and 1099s handled correctly, and full compliance.
We Build Your Tax Strategy
Once the past is fixed, we implement forward-looking strategies so you stop overpaying. Retirement contributions, business deductions, estimated payments - we build a plan that saves you thousands.
Step 2: Clarity - We become your Finance Department
You focus on growing your brand, and we keep your finances dialed in.
Who This Is For:
You're making good money but flying blind
You have no one to call with money questions
You're making big decisions without knowing your actual numbers
Tax season always feels like a scramble
You want a CFO but don't wanna spend $250K/year
What Happens:
Fractional CFO in Your Pocket
Every move you make, from hiring to scaling, is backed by real numbers instead of guesswork. You get CFO-level guidance without the six-figure salary.
Your Books Stay Current
We handle your monthly accounting. You know what's profitable, what's not, and where your money's going.
Payroll Runs Without You
We manage your payroll process. Your team gets paid on time. Taxes withheld correctly. Contractor payments handled. You never think about it.
Monthly Strategy Calls
We review your numbers together. What's working. What's not. These aren't just report reviews - they're strategic sessions where we help you make better decisions.
Direct Access
Questions come up throughout the month. Is this a write off? Should you buy this? How should you structure this deal? Just text us. Get answers in hours, not weeks.
Proactive Tax Planning Year-Round
We don't wait until December to think about taxes. We implement strategies all year to minimize what you owe. Say bye to surprise tax bills.
Is This Right for You?
We partner with ambitious digital entrepreneurs ready to scale
✓ YES, ABSOLUTELY!
Monthly revenue hits $50K-$100K+ range
Ready for scale
Running digital business models
Agency • Coaching • SaaS • Content • Crypto
Your CPA doesn't "get" your business model
We speak your language
Want CFO-level insights, not just compliance
Strategic growth focus
Tired of tax surprises & reactive firefighting
Proactive planning
✗ NOT YET
Just launched (under $10K monthly)
Perfect for DIY
Seeking lowest price point
We invest in value not price wars
If you nodded even once
Book Your Free CallWhat Working Together Looks Like
The Process
Book a Discovery Call
We spend 30 minutes understanding your situation. No sales pitch. Just figuring out what you need.
We create a custom plan
We map out exactly what it takes to get you to a clean slate based on your specific mess.
We Get to Work
You send us what we need. We handle the rest. You focus on your business while we clean up the chaos.
We get you to a clean slate
Everything's fixed. You're compliant. Systems running. Foundation solid.
We become your finance department
Now we're your finance department. Monthly accounting, strategy calls, Slack access, proactive tax planning. We're in your corner for the long haul.
Ready to Get Started?
Book a call. We'll figure out what you need and map out your path from chaos to clarity.