PARAMETER / CFO
CPA-LED BOOKKEEPING & PROACTIVE TAX STRATEGY
US LICENSED CPA & EFIN
GUSTO & QBO ADVANCED
BANK-LEVEL SECURITY & ENCRYPTED PORTALS
ACCOUNTING BUILT AROUND YOUR OPERATING REALITY
The books your business needs—not generic bookkeeping.
01
Small & Growing Businesses
Eliminate month-end chaos, reconcile multi-account cash flows, and file business returns accurately on time.
02
Medical & Dental Practices
Practice-level financials, insurance and merchant deposit reconciliations, overhead tracking, and optimized S-Corp officer compensation.
03
Law Firms & Professional Services
Strict 3-way IOLTA trust account reconciliations, partner distributions, K-1s, and bar-audit-ready books every single month.
CORE SERVICE PACKAGES
Senior CPA oversight. Transparent monthly pricing.
Get 2 months free when billed annually. Talk to us during onboarding to apply annual billing.
ESSENTIALS
$700
/ month
Books kept current up to 150 transactions; Monthly reconciled P&L and Balance Sheet; Business tax return filed accurately and on time; Quarterly estimated tax calculations; Dedicated secure document portal.
MOST POPULAR
GROWTH
$1,200
/ month
Everything in Essentials, up to 400 transactions; Full Accounts Payable & Accounts Receivable tracking; Year-round proactive tax planning; Business and owner personal return plus 1099 filings; Single-state sales tax compliance; Payroll platform administration.
SCALE / MULTI-ENTITY
$1,800
/ month
Everything in Growth, up to 800 transactions across multiple entities or locations; S-Corp salary optimization and entity structuring; Rolling 13-week cash forecast; Multi-state filing coordination and K-1 allocations; Monthly executive review with your CPA.
HOW IT WORKS
A disciplined operating cadence in four steps.
01
Rapid 14-Day Diagnostic & Cleanup
We integrate into QuickBooks or Xero and reconcile historical gaps.
02
Streamlined Operations
Monthly closes, payroll sync, and bills handled without interrupting your day.
03
Continuous Tax Strategy
Quarterly estimates and tax strategies are run before year-end—not in April.
04
Certified US E-Filing
Direct e-filing under our authorized IRS EFIN with representation support.
FREQUENTLY ASKED QUESTIONS
Direct answers before we begin.
How do you handle previous months of messy or un-reconciled books?
We begin with a scoped diagnostic, prioritize high-risk balance sheet and revenue items, and complete a documented catch-up plan before the ongoing monthly cadence begins.
Do I have to switch accounting platforms?
No. We support QuickBooks Online, Xero, Gusto, and ADP, and recommend a change only when it meaningfully improves controls or reporting.
Who actually signs and files my tax return?
A US-licensed CPA oversees your filing, with returns submitted under our authorized IRS EFIN and backed by coordinated representation support.
What is required to get started for the upcoming tax season?
Secure access to your accounting system, bank and payroll records, prior filings, entity documentation, and a short onboarding consultation are usually all we need.
READY FOR A CLEAN START?
Schedule an onboarding consultation to determine the right cleanup, monthly close, and tax strategy cadence for your business.