The bookkeeping team with the CPA who answers the IRS.
For owners of $1M to $10M hospitality, technology and real estate businesses. One firm keeps your books every month, plans your tax, signs the letter when the bank asks, and answers when the IRS writes.
A US-based accounting and tax firm in Louisiana, working with business owners across the US.
| When this happens | Who handles it |
|---|---|
| The month closes | Your dedicated bookkeeperIn QuickBooks Online, Xero, Sage or Zoho Books |
| A quarterly tax checkpoint | The tax and compliance teamPlanning, then federal and state filings on time |
| The bank asks for a CPA letter | A licensed US CPASigns off before it leaves the firm |
| A notice arrives from the IRS | The tax and compliance teamIRS audit support is included |
| Every piece of work is reviewed by a credentialed CPA or CA before it reaches you. | |
Stop carrying files between a bookkeeper and a CPA.
If your books and your tax sit with two different people, the bookkeeper closes the month but cannot sign, and the CPA files the return without seeing the books.
So when a lender wants a letter or a notice arrives, you become the go-between. We put both under one roof and one written scope.
What clients say about working with us.
Last names and other identifying details withheld to protect client confidentiality.
Their team took our messy books and turned them into clean, audit-ready financials. Monthly closes are now predictable and we always know where we stand.
Having a dedicated bookkeeper plus a CPA to call when questions come up has been the right balance. Communication is responsive and the work is accurate.
They helped us pick the right entity, set up QuickBooks correctly from day one, and walked us through quarterly tax planning. Genuinely helpful, not just transactional.
One written scope. A flat fee for routine work.
Start with the books, the tax, or both. Advisory is there when the business needs it.
Monthly books and controller work
Reconciled books, financial statements and a short summary every month.
Tax planning and preparation
Quarterly planning checkpoints, returns filed on time, federal and state.
IRS notices and audit support
The tax and compliance team answers the notice with you.
IncludedCPA letters
Comfort, verification and financial statement letters, signed by a licensed CPA.
CFO support
Forecasting, cash-flow planning, KPI dashboards and investor reporting.
From $1,500a monthThe scope sets out the deliverables, the turnaround times and the fee. No surprise invoices, and no hourly billing on routine work.
Request a free 30-minute callFrom the first call to the monthly close.
Discovery call
Free, 30 minutes: your business, your books, your tax situation, and what done well looks like for you.
Scope and proposal
A written scope with deliverables, turnaround times and the fee.
Onboarding and cleanup
Secure document collection, software access, and any catch-up before monthly work starts.
Monthly delivery
Reconciled books, statements and a short summary. Tax checkpoints each quarter.
Ongoing review
A credentialed CPA or CA reviews the work. We meet quarterly to flag risks and adjust.
Who we are built for.
A good fit
- An owner-led business doing $1M to $10M a year, anywhere in the US.
- Hospitality, technology or real estate and other service businesses.
- A higher range of transactions each month, a tax picture that needs planning, and lenders or the IRS who expect a CPA to stand behind the numbers.
Not a fit
- Fintech companies. It is outside our experience, and we would rather say so now.
Five questions owners ask us.
Do I work with a bookkeeper or a CPA?
Both. Every client has a dedicated CPA and a dedicated bookkeeper. The bookkeeper runs the monthly work, and a credentialed CPA or CA reviews it before it reaches you.
What happens if the IRS sends a notice?
Our tax and compliance team handles IRS notices, along with federal and state filings and quarterly planning. IRS audit support is included.
Which accounting software do you work in?
QuickBooks Online, Xero, Sage and Zoho Books. We work inside the platform you already use.
Our books are behind. Can you still take them on?
Yes. Onboarding includes any historical cleanup needed before monthly work starts.
Where are you based?
Our US office is in Baton Rouge, Louisiana. We work with owners across the United States.
One firm for the books, the tax and the IRS.
Thirty minutes on where your books stand and what your tax picture needs. Free.
Request a free 30-minute call