Restaurants and cafes
Tip reporting, sales tax, and weekly cash that never matches the bank on the first try.
Home / Who we serve
Owner-run businesses in Ohio.
We are a good fit when the owner makes the financial decisions and wants one firm for books, tax and advice.
Industries we know well
Contractors and trades
Job costing, equipment purchases, and 1099s for subcontractors.
Clinics and practices
Partner pay, insurance receivables, and practice buy-ins.
Shops and online sellers
Inventory, sales tax in several states, and payment processor reports.
Professional firms
Architects, engineers and agencies with project billing and retained earnings to plan.
We are probably right for you if
- You have between one and about fifty people on payroll.
- You want books closed monthly, not once a year.
- You would rather pay a known fee than watch a clock.
We are probably not right if
- You only need a personal return filed once a year.
- You need an audit or reviewed financial statements for a lender. We can refer you.
- Most of your business is outside the United States.
Start with a conversation, not a contract.
The first meeting is free and takes about forty minutes. You leave knowing what we would change, whether or not you hire us.
First
We talk
Your business, your current setup, and what has been going wrong.
Then
We review
We read last year's return and your current books, and tell you what we find.
Finally
You decide
A written proposal with a flat monthly fee. No pressure and no follow-up calls.