Every month
Your books stay current, and we recommend meeting each month to review what changed and what needs attention.
Spot changes while there is still time to respond.
Your books can be accurate and still leave you guessing.
Bookkeeping, accounting, tax, and advice for small business owners. Know where you stand, what changed, and what to do next.
What’s on track
Example
- Done
Monthly books ready
Ready early
- Next
Quarterly review
Coming up
- Done
Tax plan reviewed
Ahead of payment
- Done
Annual tax return
Prepared and filed
Planning ahead
Next tax payment reviewed
Know what to set aside
For your next review
Customer deposits to review
Paid before the work is done
The challenge
Reports are not the same thing as answers.
A report shows what happened. What is missing is the link between those numbers and the decision you have to make.
- Where did all the money go?
- Can I actually afford this hire?
- How much of this cash can I actually spend?
How that conversation usually goes
You
How are we doing?
Whoever keeps your books
Here’s the report.
Okay. What do we do about it?
I’m not sure.
Answering that second question is the part we do.
Our approach
Your numbers should make the next decision easier, not give you more to work out.
Books, cash, taxes, and business goals each tell part of the story. Together, they show what a choice could mean for the business.
Books
Cash
Taxes
Business goals
Sample Heating & Air
Books
Cash
Taxes
Business goals
A clearer picture of what needs your attention.
We keep your books current and review cash, taxes, and business goals together, so you can see what matters before your next decision.
How a question becomes a decision.
Most reports stop at what happened. The next step is deciding what to do about it.
- Am I setting aside enough?
- Can I take on a bigger space?
- Is my top customer worth it?
- Can I afford to hire?
- How much can I pay myself?
Sample Landscape LLC
Should I raise my prices?
Sales are up over last year and profit is flat.
Their decision
Raise prices on the two services where costs climbed most.
Illustrative example
One month, read all the way through.
A simplified example, from a month that looked better on the report than it was.
What the report shows
Profit on the report
$12,540
What the deposits change
Without deposits
$8,140
Deposits
$4,400
$4,400 of that is deposits for work that has not been done yet, which leaves $8,140.
The decision
Hold the new hire until earned profit catches up, and count deposits when the work is actually completed.
Takeaway
The reported profit looked strong. Separating out the deposits changed the hiring decision.
How we work
What you can expect through the year.
Regular conversations make room for today’s questions and the bigger choices ahead.
Every quarter
Quarterly reviews look ahead to hiring, pricing, cash, taxes, and your goals.
Put real numbers behind the decisions ahead.
At tax time
Tax planning stays in view all year. We prepare your tax returns when it is time to file.
Filing time starts with a plan already in place.
Built for owners who have outgrown making decisions from the bank balance.
Let’s talk through the choice in front of you, with your books, cash, and taxes in view.
Our team
The two people you would be trusting.
Will stays close to you and your business, and Dave leads the work on your numbers.
Will Hill, MBA
Leads client relationships
Will has spent more than twenty-five years helping businesses run better. He leverages his experience of leading teams, managing cross-functional efforts, and driving change from a positive perspective to help you take your next steps with confidence and clarity.
David Salvato, CPA
Leads the work
Dave is a CPA based in West Palm Beach who loves putting AI and automation to work behind the books. He builds the systems the firm runs on and signs every tax return we file.
Questions owners ask before reaching out.
We work with small businesses where the owner makes the important money decisions. If you are unsure what you can afford, why cash feels tight, or what to plan for next, we can help. The first conversation helps us both decide if we are a good fit.
Yes. We keep your books current, deliver monthly financial reports, and connect tax planning and filing to what is happening in your business throughout the year. We also help you understand what those numbers mean. Before work begins, we explain which services we recommend and what your agreement includes.
Business advisory means talking through a decision before you make it. We look at the numbers, weigh your options, and consider what each choice could mean for cash and taxes. You make the call.
You do not need to fix your books before reaching out. We start by looking at what is current, what is missing, and what needs correcting. Then we explain the work needed to get things in order, including the cost, before you decide how to move forward.
Pricing depends on how your business is set up, the work involved, and the support you need. We learn about those things first, then explain our recommended services and the price. If your books need catch-up work, we explain how that affects the proposal before you agree.
We start by reviewing the software you use and whether it supports the work your business needs. If we recommend a change, we explain why and what the move would involve. We discuss that with you before work begins, so you understand what to expect.
Your message goes directly to our team. We start with a conversation about your business, your concerns, and what you want help with. If we’re a fit, we explain our recommendation, the work involved, and the price. Reaching out does not commit you to hiring us.
Get in touch
Start with the question you keep asking.
Tell us what is going on. A few sentences are enough.
- Sending this starts a conversation. It does not sign you up for anything.
- We learn about the business first, then explain what we recommend and what it will cost.
- If we are not the right fit, we will tell you plainly.