Our Services
We're a small Emeryville firm working with business owners, professionals, and the families behind them. What sets our advisory work apart is the background behind it, our practice is led by a CPA whose most recent role was Controller at a multi-billion-dollar technology company, with finance leadership across SaaS, e-commerce, fintech, and hardware businesses. Most small business owners have never had access to that level of financial discipline. We built the firm around making it available.
1
ADVISORY
The work that happens between tax returns. Year-round financial leadership built on operating experience from inside high-growth companies, brought to the scale that fits your business.
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— Monthly or quarterly financial reviews
— Cash flow forecasting and scenario planning
— KPI design and operating dashboards
— Decision support: hiring, financing, exit planning
2
TAX
Tax planning is a year-round conversation, not a March deliverable. Compliance is the output of good planning, not the other way around.
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— Business returns: S-corp, C-corp, partnership, LLC
— Owner, trust, and family returns
— Multi-state and multi-entity filings
— Year-round planning and projections
3
OPERATIONS
Books you can actually make decisions from. We rebuild the foundation, then keep it running.
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— Monthly close in QuickBooks or NetSuite
— Historical clean-up and account remediation
— Payroll processing and compliance
— System migrations and ERP implementation
4
SPECIALIZED WORK
Situations where general help isn't enough, areas we've handled often enough to have a clear playbook.
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— Real estate: rentals, 1031 exchanges, partnerships
— Trust and estate income tax
— Multi-entity family groups with K-1 dependencies
— Sales tax filing and remediation
WORKING TOGETHER
We're intentionally selective about the engagements we take on. Our model depends on knowing our clients well and being responsive when it matters, and that only works at a certain scale.
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— We don't compete on price.
— We don't do high-volume individual tax preparation outside an ongoing client relationship.
— We don't treat tax season as the whole relationship.
— We work best with clients who value proactive advice and a long-term partnership.
If that sounds like the kind of relationship you're looking for, we'd welcome the conversation.