FAQ
Licensed in the state of Florida.
We typically work with law firms, startups, and small businesses—helping them stay organized, reduce taxes, and make smart financial decisions as they grow.
Yes. We provide expert guidance on choosing the right entity structure and can assist with incorporation filings.
Absolutely. We stay current on all tax law updates to ensure you maximize deductions and stay compliant.
We serve clients remotely across the U.S. In-person meetings are available for clients located in the Miami, FL area.
After a discovery call, we send you a secure intake questionnaire and request view-only access to your financial data for review. Most clients are fully onboarded within 5–14 business days.
We’re Certified QuickBooks ProAdvisors (Online & Desktop) and integrate with leading payroll, payment, and expense apps. Every QuickBooks engagement includes personalized setup and training for you or your team.
All data is exchanged through encrypted portals with multi-factor authentication, and we follow strict AICPA data-security and confidentiality standards to protect your information.
