On-Demand Accounting with Flat-Rate Bookkeeping, Tax Prep, and Virtual CFO
Book expert accounting instantly online with transparent pricing, modern workflows, and measurable results for individuals and businesses.
About Our On-Demand Accounting Firm
We deliver flat-rate bookkeeping, precise tax preparation, and senior-level virtual CFO services with fast online booking, built for clarity, speed, and measurable outcomes for individuals and growing businesses.
Who We Serve
We support freelancers, W‑2 earners, landlords, startups, growing small businesses, and established companies, tailoring workflows to unique needs, complexity, and deadlines while maintaining consistent quality, predictable turnaround times, and proactive communication at every stage.
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How On-Demand Works
Book a slot online, complete a guided intake, connect your accounts, and upload documents securely, then receive status updates, draft deliverables, and actionable recommendations, with revisions and Q&A included until you feel confident and ready to finalize.
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Transparent Pricing Philosophy
Flat rates align incentives, reduce billing surprises, and encourage timely questions. We scope upfront, define inclusions and limits, and provide add-on quotes when needs change, ensuring fair, predictable costs that match complexity and genuine value delivered.
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Flat-Rate Bookkeeping Plans
Consistent monthly closes, reconciliations, and reporting delivered on time for a fixed, predictable fee.
Monthly Close and Reconciliations
We reconcile bank, credit card, and payment processors, categorize transactions, post accruals, and tie out balances monthly, producing clean books, a documented close checklist, and audit-ready support that withstands scrutiny from lenders, investors, and tax authorities.
Accounts Payable and Receivable Support
We standardize vendor bills, approvals, and payment runs, and structure customer invoicing, collections, and cash application. Clear policies, reminders, and dashboards reduce aged balances, prevent duplicate payments, and enhance working capital without disrupting existing team responsibilities.
Catch-up and Cleanup Projects
Behind on books or switching systems? We reconstruct histories, map charts of accounts, resolve unreconciled differences, remove duplicates, and document assumptions, so future reporting, taxes, and audits rely on accurate, defensible data rather than guesswork.
Individual Tax Preparation
Comprehensive personal returns with planning, accurate schedules, and timely e-filing to reduce notices and penalties.
W-2, 1099, and Investment Reporting
We collect wage statements, contractor income, brokerage consolidations, and crypto summaries, reconcile basis and proceeds, and ensure proper character and holding periods, preventing mismatches, CP2000 notices, and unnecessary penalties through diligent documentation and timely e‑filing.
Deductions, Credits, and Tax Strategy
We analyze itemized deductions, education and energy credits, retirement contributions, health savings accounts, and withholding strategies, modeling scenarios that minimize liability while aligning with personal goals, cash flow, and risk tolerance for the current year and beyond.
State and Local Filings
We evaluate residency, part-year moves, and multi-state income, manage city surtaxes, and prepare applicable returns, ensuring compliance with apportionment, reciprocity agreements, and local nuances that frequently trigger notices when overlooked or misunderstood.
Business Tax Preparation
Accurate entity returns, supporting schedules, and year-end packages built to withstand review and audits.
Virtual CFO Services
Strategic finance leadership on demand, translating numbers into decisions that drive growth and resilience.
Cash Flow Forecasting
We build rolling thirteen-week and twelve-month cash models, tie drivers to sales, collections, payroll, and capital plans, stress-test scenarios, and recommend triggers for hiring, pricing, or spending freezes to preserve runway and optionality.
Budgeting and Scenario Planning
We facilitate planning sessions, translate strategy into budgets, define owner-approved guardrails, and test best, base, and downside cases, linking decisions to KPIs and lender covenants so leadership acts early rather than reacting under pressure.
Board-Ready Financial Narratives
We craft concise decks that explain results, drivers, and risks, connect variances to operational actions, and outline corrective plans, enabling informed decisions by founders, boards, and investors without drowning them in unnecessary accounting detail.
Online Booking and Workflow
Schedule services instantly and track progress through a structured, transparent process.
Self-Serve Scheduling
Choose services, pick available times, and confirm instantly with calendar invites and reminders. Automated rescheduling, timezone detection, and buffer rules minimize friction while preserving the focused time needed to deliver high-quality work.
Intake and Document Collection
Guided forms capture entity details, prior returns, payroll reports, and bank access, while secure links accept statements and receipts. Clear checklists reduce back-and-forth and ensure nothing critical is missing before work begins in earnest.
Project Timelines and SLAs
We commit to defined milestones, review windows, and delivery dates, contingent on timely client responses. Status dashboards provide transparency, while escalation paths and contingency buffers safeguard deadlines when unexpected complexities appear.
Compliance and Regulatory Assurance
Guardrails that keep your books, payroll, and taxes compliant across jurisdictions and standards.
GAAP and Best Practices
We apply US GAAP where applicable, document policies for revenue, capitalization, and estimates, and maintain consistent treatments across periods, preventing drift that erodes comparability, lender trust, and audit readiness as your business grows.
Sales Tax and Nexus Management
We monitor thresholds, marketplace rules, and product taxability, register where required, and automate collection and filings. Proper configuration prevents penalties, keeps marketplaces compliant, and reduces staff time spent on repetitive compliance tasks.
Payroll Compliance and Filings
We coordinate payroll setups, state registrations, unemployment accounts, and local taxes, verify withholdings, and reconcile quarterly reports to general ledger balances, reducing risk of notices, interest, and frustrated employees waiting on corrections.
Financial Reporting and KPIs
Clarity through timely reports, dashboards, and analysis that highlight what matters.
Monthly Financial Statements
We deliver accurate income statements, balance sheets, and cash flow statements with comparative periods, annotations, and supporting schedules, ensuring decision-makers can quickly grasp performance and ask the right questions during reviews.
Management Dashboards
KPI dashboards highlight revenue quality, gross margin, burn, unit economics, conversion, and retention. Custom thresholds and alerts draw attention to meaningful deviations, enabling timely interventions rather than end-of-quarter surprises and hasty fixes.
Variance and Trend Analysis
We summarize drivers behind changes in revenue, expenses, and cash, distinguish structural shifts from timing issues, and translate findings into clear actions that improve margins, liquidity, and predictability across weeks, months, and quarters.
Industry-Specific Solutions
Tailored workflows and reporting for the unique challenges of your sector.
Security and Data Privacy
Protecting sensitive financial information through strong controls and proven technologies.
Integrations and Technology Stack
Modern tools connected properly to streamline work and improve accuracy.
Accounting Platforms
We implement and optimize QuickBooks Online, Xero, or NetSuite, configure charts of accounts, classes, and dimensions, and connect banks and processors, reducing manual entry and improving accuracy from the first month.
Payments, Payroll, and Banking
We integrate Stripe, Square, Shopify, Gusto, ADP, and modern banking APIs, enabling reliable reconciliations, payouts, and payroll runs, with alerts that surface failures before they cascade into messy month-end exceptions.
Automation and Quality Control
Rules, scripts, and checklists standardize recurring tasks, while review workflows and exception reports catch anomalies early. Continuous improvement reduces cycle time and error rates without sacrificing context or professional judgment.
Flat-Rate Bookkeeping
Monthly reconciliations, categorization, close checklists, management reports, and support for payables, receivables, and sales tax, delivered with defined SLAs and status updates, ideal for individuals with rentals and small to midsize businesses seeking consistency.
9 per month
Individual Tax Preparation
Preparation and e-filing of Form 1040 with schedules for investments, self-employment, and eligible credits, multi-state filings when required, a planning call, and an organized digital archive to simplify next year and potential audits.
9 per return
Virtual CFO Advisory
Monthly financial review, cash flow forecasting, budget versus actual analysis, KPI dashboards, leadership calls, and board-ready reporting that turn numbers into decisions aligned with growth plans and investor expectations.
,800 per month
Pricing, Scope, and Add-Ons
Clear inclusions, optional upgrades, and change-order procedures to match your situation.
Defined Inclusions
Each plan lists precise deliverables, response times, and document requirements, preventing misunderstandings. You always know what is included, what triggers a scope change, and how to request additional work before deadlines approach.
Add-On Services
When needs expand, we price add-ons like sales tax registrations, cleanup projects, or advanced modeling upfront. No surprises, just clear estimates, timelines, and acceptance steps documented inside your client portal.
Change-Order Process
If complexity shifts mid-project, we pause to assess impact, outline options, and confirm approvals. This disciplined approach protects budgets, preserves quality, and keeps everyone aligned on objectives and timing.
Getting Started and Onboarding
Three simple steps to begin and see value quickly.
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Review plan options, select the right scope, and book immediately. Transparent inclusions and response times set expectations, so you can get started without sales calls or drawn-out proposals.
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During kickoff we confirm goals, connect systems, and finalize the close checklist. Within days you receive initial reports and a prioritized plan, along with any urgent fixes to stabilize current operations.
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Expect regular check-ins, monthly closes, and timely responses via your preferred channels. We document decisions, maintain a shared task list, and adjust scope as needs evolve to keep outcomes aligned with objectives.