Consultants, Freelancers & Solo Service
Bookkeeping & tax built for independent consultants.
Your books and taxes running as one system, owned by a CPA-led team. Quarterly planning, not a year-end scramble. Software runs the system. Our expert tax team owns the outcome.
- Licensed CPA-led team
- Quarterly tax planning
- Up and running in two weeks
- Licensed CPA-led teamon every account
- Serving 200+S-Corps and service businesses
- US federal & statefiling included
- Built for small business ownersdone with DIY
Your business grew. Your accounting didn't. Let's fix that.
You sell your expertise, not your spare evenings spent on books. But client work is lumpy, deductions are easy to miss, and the tax bill shows up as a surprise. That is a system problem, not a discipline problem.
Lumpy income, no plan
Project work means uneven months. Without quarterly planning, the tax owed becomes a guess and the surprise arrives in April.
Books and taxes apart
Most business owners don't have a system. They have fragments. A spreadsheet here, a once-a-year accountant there.
Deductions left on the table
Home office, equipment, retirement contributions, entity structure. The savings are real and they go unclaimed without a year-round eye on them.
One system, run year-round.
- 1
Kickoff & access
Connect your accounts and share your documents. We get to know how your consulting income actually flows — retainers, projects, one-off work — and build a plan around it
- 2
Books and system built
We close any gaps, get your books current, and build your accounting structure around how your business runs. Up and running inside two weeks.
- 3
Monthly books and reporting
Books kept current by our CPA-led team, with reporting you can read. Same format, every month — a clear view of profit, cash, and where you stand. Your bookkeeper and your tax planner are the same team, so nothing gets lost between them.
- 4
Quarterly tax planning
Each quarter our CPA-led team reviews estimated payment timing, deduction windows, retirement contribution opportunities, and entity structure — before the decisions are locked in. Filing is the final step of a year-long process, not a scramble.
Independent professionals who've outgrown the DIY setup.
Built for profitable, service-based businesses across the US, run by one person or a small team.
Consultants & advisors
Strategy, management, technical, and creative consultants billing project or retainer work.
Coaches & practitioners
Coaches, therapists, and independent practitioners running a solo or small practice.
Fractional & freelance
Fractional CMOs, CFOs, and senior freelancers with real revenue and real tax exposure.
What I needed most was responsiveness, patience, and a team willing to work through some challenges from a previous bookkeeper and tax planner. That's exactly what I got.
Brian N., Consultant
One flat monthly fee. The whole system.
No hourly billing. No year-end surprises. No nickel-and-diming on add-ons.
Starting price · for single-entity service businesses
- Weekly bookkeeping by an expert tax team
- Monthly reporting, same format every month
- Quarterly tax planning, all year
- Annual tax filing included
- Entity and structure guidance
Pro plan at $1,000/mo for multiple entities. Filing becomes the final step, not the starting point.
Start with a free conversation.
No questionnaire. Our expert CPA-led tax team looks at your consulting finances and tells you what is worth doing. Thirty minutes.
We take it from there.
No contract
Month-to-month. Cancel anytime.
We handle the transition
Moving off another bookkeeper or DIY? We carry the workload. You keep visibility.
A real CPA-led team
Licensed CPA-led team owns the outcome, not a chatbot and not an offshore queue.
Before you book
Five questions consultants ask before booking a free call.
Run your consulting business on a system, not on fragments.
Books. Taxes. The system behind them.