Accounting & Operations
Strategic Accounting
Accounting that goes beyond compliance: financial strategy, tax planning and dashboards that actually drive decisions.
All Accounting & OperationsWhat this is
For businesses that want their accounting function to inform strategy, we combine reporting, planning and analysis into one engagement led by a CPA.
What is included
- Financial strategy sessions tied to your tax plan
- Custom reporting and dashboard design
- Margin, pricing and unit-economics analysis
- Entity-level profitability reporting
- Scenario modelling before major decisions
Who this is for
- Multi-entity groups needing consolidated visibility
- Owners planning expansion, acquisition or exit
- Businesses whose reporting stops at a P&L
Every engagement starts with a free consultation of up to 60 minutes with Brent. Quotes and initial consults are free; deeper assessments are scoped and priced on that call.
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Three tiers of bookkeeping support, from monthly essentials to full-service financial management, sized to your business.
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Accurate, on-time payroll for your team, with the federal, state and local filings handled for you.
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QuickBooks set up right from day one, or cleaned up if it is already a mess, plus training so your team can use it.
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Free consultation, up to 60 minutes
Talk through strategic accounting with Brent.
Up to 60 minutes, no charge, and you leave knowing exactly what it would take.