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Let Us Take Care of Your Numbers

 We bring financial clarity to entrepreneurs, investors, and small businesses. Let's win together.

Our Services

Accounting Services

These essential services are the backbone and foundation to all financial reports, projections, analyses, and tax returns. Let a professional take care of your bookkeeping, payroll, and financial reporting in order to have confidence in your numbers.

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Fractional CFO

Even small businesses deserve to have experienced and credentialed personnel on their finance team. As your Fractional CFO, we partner with your business and aim to be the resource and advisor for financial decisions that enable growth. 

Tax Liaison

 Tax planning and preparation isn't possible without first having your books in order. If we don't have the tax-specific industry knowledge to best file your taxes, we'll partner with a tax firm that does.

Get Access to Templates Our Clients Use for Free

Profit & Loss
Retirement Calculator
Speakers
Dallas Bean

Dallas Bean, CPA

Founder

I've been fascinated by money and what makes a business successful my whole life. After completing my Bachelor's and Master's degrees in Accounting, I started my full-time career in the trenches of one of the Big 4 accounting firms, EY, during which time I became a CPA. At EY, I worked primarily with venture capital firms who oversaw portfolios of small, growing businesses.

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My experiences at EY and subsequent corporate accounting roles convinced me that every business, big or small, successful or otherwise, grows faster and is more profitable when backed by accurate numbers and a financial advisor to interpret them. Accounting and tax work, done right, will both grow your business and save you money. It is impossible to effectively plan, grow, or even have a clear picture of your business if you only see your numbers once a year on your tax return.

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My team and I are competitive by nature and want nothing more than the increased growth and profitability of our clients. Let's win together!

Client Reviews

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