Fixed fee. Quoted before we start.

One monthly number that covers what you actually need this year, set in a written agreement before any work begins. You will never receive a surprise bill from this firm.

Starting fee TBDMost engagements start at [$X,XXX] per month. Placeholder until Dave confirms the number.

A single figure in a yoga pose on a beach at dawn

How it works

Four steps from first call to quarterly planning.

A 30-minute call

You tell Dave what's going on. He tells you what he'd do first, and whether you're a fit. Free, no obligation.

A fixed quote

A short master services agreement listing the services and one flat monthly fee, so you can judge the ROI before saying yes.

The foundation

The first 60 days: books cleaned up, systems connected, prior-year issues found and fixed, your person trained if you keep the books in-house.

Quarterly planning

Every quarter, all year: taxes, credits, cash, the QSBS clock, nexus. Handled before they cost you, not discovered in April.

What a fixed fee typically covers

Two examples. Yours will be its own.

Tax and planning only

For a company with good books and a generalist CPA to replace

Business and owner tax returns
Quarterly tax planning meetings
R&D credit study and the payroll-tax offset
State nexus review and registrations
Questions answered all year, by the partner

Books, controller, and planning

For a company that wants the whole finance function handled

Everything in tax and planning
Monthly bookkeeping and close, with management reports
Controller oversight, bill pay, and payroll coordination
Systems connected: CRM or PSA, billing, books
Cash-flow projections and the indicators that matter to your model

Project work, like a Cost Cutting Review, a valuation, or M&A support, is quoted separately as a fixed price before it starts. Same rule: no surprises.

Questions we get on the first call

Straight answers.

Why a fixed fee instead of hourly?

Hourly billing punishes you for asking questions, and the questions are where the value is. A fixed fee lets you call when something comes up. It also forces us to be clear about scope up front, which is good for both sides.

Do you only work with companies in Delaware?

No. The office is in Wilmington, but clients are across the country and most of the work happens over video and shared systems. Delaware does come up often, because so many technology companies are incorporated here.

Do we have to switch bookkeeping software?

Usually not. Most clients are on QuickBooks Online, and we work in your existing stack: Stripe, Chargebee, Gusto, ConnectWise, HubSpot, Salesforce, Carta. If the system is the problem, we'll say so, and moving is part of the quote.

What if we only need taxes right now?

That's a common starting point. Plenty of clients begin with returns and quarterly planning, and add books or controller work later as the company grows. The fee changes when the scope does, in writing, before the work.

Who actually does the work?

A partner runs every account and is the person you talk to. Staff and trusted contractors do parts of the work under that partner's close management. You are never handed down to someone who doesn't know your business.