Books and taxes that keep pace with how your business runs.
We keep your books current, plan your taxes through the year, and sit down with you to go over the numbers before you commit to something big.
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
Nobody is watching the whole business.
The bookkeeper sees your numbers a few weeks after the fact, the tax preparer sees them once a year, and neither one is there when a big decision comes up.
- Where did all the money go?
- Can I actually afford this hire?
- Is this cash mine to spend, or do I owe it?
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.
Slow months show up in your cash right away, and a strong stretch can land on your tax bill the following spring. Looking at your books, cash, and taxes together lets you see both coming.
Books
Cash
Taxes
Business goals
A heating and air business
Books
Cash
Taxes
Business goals
What needs your attention next.
We keep your books current and review cash, taxes, and business goals together, so you can see what matters before you decide.
How a question becomes a decision.
Here is one example, from the question an owner asks to the decision the numbers support.
- Am I setting aside enough?
- Can I take on a bigger space?
- Is my top customer worth it?
- Time for another truck?
- How much can I pay myself?
A landscaping business
Should I raise my prices?
Sales are up over last year and profit is flat.
Their decision
Raise prices to keep up with costs.
Client stories
See how we help owners stay on top of their numbers.
What working with us looks like for the businesses we serve.
How we work
What you can expect through the year.
Regular conversations make room for today’s questions and the bigger choices ahead.
Each month
Your books stay current, and we recommend a monthly meeting to review what has changed.
Each quarter
We look ahead with you to hiring, pricing, cash, taxes, and your goals for the next quarter.
At tax time
Tax planning stays in view all year, and we prepare your tax returns when they are due.
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 has led teams through big changes, and he uses that experience to help you plan what comes next.
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. Part of the work is helping 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. The first step is 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.
When you decide to work with us, we ask for access to the accounts and software the work needs. From there we gather what we can ourselves and only come to you for what we can’t get on our own.
It depends on whether the software you use supports the work your business needs. If a change makes sense, we explain why and what the move would involve, and you’ll know all of it up front.
Someone on our team reads your message and gets back to you to talk about your business, your concerns, and what you want help with. Once we understand the business, 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.