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Replace traditional accounting and Zoom CFOs with an integrated approach focused on accuracy, analysis, and action.

 

Accurate Accounts

Financial Analysis

1-on-1 Meetings

Accurate Accounts for Better Strategy

To achieve core business objectives and stay cost-efficient, you need clean books and accurate accounting. Join over 200 clients who trust their books to a dedicated team of accounting professionals.

Fix accounting errors

Our team of bookkeepers and accountants hold long-standing relationships with local and national banks, so reconciliations get completed fast.

Get accurate monthly statements

With strict timelines and efficient processes, we deliver financial statements on time, every time. No sick days. Just accountability.

Trust your numbers and stay compliant

A certified public accountant (CPA) independently validates transactions and compliance. It’s called redundancy—a common practice in aeronautics and manufacturing. Why not accounting?

Is accounting a cost or a benefit? You choose.

“Accurate, efficient accounting is a benefit that touches every aspect of your business, from payroll to operations. We offer accounting with a growth mindset, and it works.”

– Jeremy A. Johnson, CPA

Financial Analysis & Leadership

Add experienced financial leadership and improve business performance with financial analysis. We help you hit growth targets, motivate leadership, and evaluate performance from a financial perspective.

Improve internal accounting

Develop superior reporting, accounting, and financial processes to track key financial metrics. Or we can bring our accounting team to you.

Track your performance

Get 12-month forecasts and budgets that lay the groundwork for measuring performance and productivity. All of our forecasts, metrics, and KPIs are specific to your industry.

Reduce expenses & improve profit margin

Partnering with Jeremy A. Johnson, CPA, gives you better visibility over your business functions, particularly your financials. Jeremy will show what’s driving profit, what’s inflating costs, and which initiatives are cost-efficient. It’s the missing information you need to decide where and how to allocate resources.

When you face critical decisions, I’ll be there.

“As a financial analyst and leader, I bring an independent perspective and greater clarity to your business. When big problems need comprehensive solutions, I provide that additional insight you need to move forward and grow your business.”

– Jeremy A. Johnson, CPA

1-on-1 Monthly Meetings

Meet with Jeremy to review progress and performance and set goals for the upcoming month.

Consulting with a third party is an effective way to provide guidance and motivation for your leadership team and decide who’s accountable for meeting revenue, profit, and growth targets.

Testimonials

“Jeremy revealed errors in our financial practices that we couldn’t see and that had cost us a lot in profit and payroll. Even if you’re a CEO and founder who built your company from the ground-up, everyone has blind spots or biases. Jeremy broke down the barrier between operations and finance, and that’s helped us grow in a sustainable way.”

Private Client
Tax Planning, Dallas

Service Tiers

Essential

Professionalize your business with tax, accounting, and support services that form the foundation for future growth.

Tax

  • Annual Business Tax Preparation
  • Individual Tax Preparation Discounts
  • Tax Compliance
  • Annual Tax Strategy Meeting

Accounting

  • Quarterly Account Reconciliation
  • QuickBooks Online (QBO) Optimization*

    Advisory

    • Year-Round Email Support
    • Yearly Strategy Review Call

    * Professional QuickBooks Online (QBO) Set-Up or Clean-Up is a one-time service that we offer as a separate engagement, and may be necessary for streamlined accounting.

    Growth

    Reduce taxes, lower costs, increase profits, and get the data you need to make more profitable decisions.

    Tax

    • Annual Business Tax Preparation
    • Individual Tax Preparation Discount
    • Tax Compliance
    • Quarterly Tax Payment Estimates
    • Semi-Annual Strategic Tax Planning

    Accounting

    • Quarterly Account Reconciliation
    • QuickBooks Online (QBO) Optimization*
    • Monthly Account Reconciliation
    • Designated Support Staff

    Financial

    • Monthly Financial Statements
    • Financial Insights

    Advisory

    • Year-Round Phone and Email Support
    • 30-Minute Monthly Strategy Call

    * Professional QuickBooks Online (QBO) Set-Up or Clean-Up is a one-time service that we offer as a separate engagement, and may be necessary for streamlined accounting.

    Enterprise

    Achieve long-term organizational goals with comprehensive tax, accounting, financial, CFO, and advisory services.

    Tax

    • Annual Business Tax Preparation
    • Individual Tax Preparation**
    • Tax Compliance
    • Quarterly Tax Payment Estimates & Planning
    • Year-Round Strategic Tax Planning
    • IRS Representation

    Accounting

    • Designated Support Staff
    • QuickBooks Online (QBO) Optimization*
    • Bi-Weekly Account Reconciliation
    • End-to-End Accounting Services

    Financial

    • Monthly Financial Statements
    • Financial Insights
    • Strategic Financial Forecasting
    • Key Performance Indicators (KPIs)
    • Customized Business Performance Metrics & Action Plans

    CFO Services

    • Financial Leadership & In-Depth Analysis
    • Plans for Cost Reduction & Efficiency Across Departments
    • Monthly CFO Strategy Review Call

    Advisory

    • Year-Round Phone, SMS, and Email Support
    • Full-Service Business Advisory
    • Access to Wealth Management Collaboration

    * Professional QuickBooks Online (QBO) Set-Up or Clean-Up is a one-time service that we offer as a separate engagement, and may be necessary for streamlined accounting.

    ** For up to two owners.

    Articles

    OBBBA Update: Immediate R&D Expensing

    OBBBA Update: Immediate R&D Expensing

    Get all the information on immediate R&D expensing under the OBBBA, including new rules, requirements, advice, and tools to help you act.

    How can we help?

    Our dedicated tax professionals respond within 24 hours.

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