Home | Definitive Data

Monthly accounting, tax, and advisory services that help small business owners understand their numbers and make smarter decisions.

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WHERE CLARITY MEETS CONFIDENCE

Serving business owners and entrepreneurs who want a dependable, year-round financial partner.

Fixed Monthly Packages

Predictable pricing with no hourly surprises. You’ll always know what you’re getting and what it costs.

All-In-One Service

Accounting, tax, and advisory under one roof. We handle the details so you can focus on running your business.

Proactive Communication

Monthly reviews and periodic tax forecasting to ensure you’re never in the dark about where your business stands.

Our Services

CORE ACCOUNTING & COMPLIANCE

For business owners who want clean books and peace of mind.

Monthly bookkeeping & account reconciliations
Payroll coordination & sales tax filing support
Financial statements & balance sheet review
Business income tax return
Secure document portal and monthly check-ins

Outcome: You'll always have current financials and confidence that your filings are accurate & compliant.

GROWTH ACCOUNTING & ADVISORY

For businesses ready to go from reactive to proactive.

Everything in Core, plus:

Mid-year & end-of- year strategy sessions
Mid-year and end-of-year tax projections
Dashboards & Visual Reporting of Financial Statements

Outcome: You'll start running your business with your numbers, not after them.

STRATEGIC CFO & INSIGHT PACKAGE

For established businesses that want deeper advisory insight.

Everything in Growth, plus:

Custom financial modeling
Periodic cash flow forecasting
Pricing and profitability strategy
Goal-based performance tracking & budgeting
Annual strategic planning session

Outcome: You'll have a CPA-level financial partner helping you chart the path forward; not just the past.

All of our services are custom and tailored to your specific business needs & goals. Pricing is based on the volume of transactions, the number of accounts to track, and the complexity of the accounting system. We will gather these details during our discovery call and provide a customized quote in the proposal.

Our Process

Step 1

Discovery Call

Every engagement begins with a short, no-pressure discovery call.
We’ll talk through your business model, revenue streams, bookkeeping systems, and where you feel stuck or uncertain. This helps us understand what you need most and whether we’re the right fit. You’ll leave the call with clarity on our process, pricing structure, and what working together looks like from day one.

Step 2

Review & Proposal

After the call, we request limited access to your existing accounting system and prior-year tax returns. Our team reviews your books, reconciliations, and entity structure to identify opportunities for improvement. Within a few days, you'll receive a customized written proposal outlining the scope of services, deliverables, pricing, and timeline for onboarding. No surprises, just a clear plan forward.

Step 3

Onboarding & Clean-Up

Once you accept the proposal, we move into onboarding.
We’ll connect your bank feeds, payroll platform, and cloud-based file sharing, then perform any necessary clean-up to bring your books current. We’ll also document your chart of accounts, key vendors, and internal processes so future reporting is consistent and reliable.
Our goal: by the end of onboarding, you’ll have accurate, reconciled books and a streamlined monthly workflow ready to go.

Step 4

Monthly Acounting

Each month, we reconcile every account, review coding accuracy, and prepare management-level financial reports. You’ll receive concise notes highlighting what changed, what matters, and what needs your attention.

Step 5

Periodic Projections

In the summer and again as year-end approaches, we'll step back from the day-to-day operations to look at the bigger picture. We'll check to compare business performance vs. your goals, plan for upcoming tax payments and cash needs, discuss strategy shifts such as pricing, hiring, & capital investments. We'll also identify potential deductions, elections, or entity adjustments before year-end to make sure we have time to execute the plans. These meetings are where proactive tax planning and business strategy intersect, keeping you two steps ahead instead of scrambling in March & April.

Step 6

Annual Compliance

When year-end arrives, everything is already in order. Because your books have been maintained monthly, tax preparation becomes smooth and predictable. We will review the results, discuss what went well, what could be improved, and reset the cycle for the new year for continued progress.