Accounting • Tax • Reporting • Strategy
When your books, taxes and financial strategy finally work together, you keep more of what you earn, make decisions with confidence, and get your time back to run your business.
Most business owners have a bookkeeper, a tax preparer and a lot of questions. When those pieces aren’t connected, money and opportunities slip through the cracks.
Proactive, year-round tax planning instead of surprises in April.
Accurate, timely numbers you can actually use to price, hire, borrow and grow.
Freedom from your bookkeeping, so you can focus on running the business.
What makes us different
Most firms do one piece. We bring all of it together, so your bookkeeping feeds your tax planning, your reporting supports your decisions, and someone is always looking at the whole picture.
Real-time financials, not a report on the 15th. Most firms send last month’s numbers halfway through this month. We move clients to daily, real-time financials, so you always know where you stand today.
Books + tax in one firm. The team that keeps your books also prepares your returns and plans your taxes all year.
Dedicated accountants. Accountants who know your business and answer when you call.
Flat monthly pricing. One predictable fee, agreed up front. No surprise invoices.
Trusted by 200+ businesses and individuals. From growing companies to multi-entity owners.
Start with what you need today and add more as you grow. Each service is designed around one goal: clearer numbers and better outcomes for your business.
Clean, accurate books every month, so you always know where you stand and tax time is easy.
Year-round planning and accurate returns that legally lower what you owe.
Controller-level oversight of your close, job costing, billing and cash, without a full-time hire.
Forecasts, budgets and strategy from an experienced CFO, to plan growth, financing or a sale.
GAAP-basis financial statements that give your shareholders and partners confidence in the numbers.
Tell us about your business and we’ll recommend the right mix of services.
We specialize in established businesses with complex financial needs.
Job costing, WIP schedules, progress billing and tax planning built for contractors and builders.
Partnership accounting, multi-entity books and GAAP-basis investor reporting for owners and developers.
Doctors, dentists, lawyers, chiropractors and other practices that want to keep more of what they earn.
Don’t see your industry? If you run an established business with multiple entities, investors or complex finances, we’re likely a good fit. Let’s talk.
A look at what changes when your accounting, reporting and strategy work together.
From the 15th to real time
The challenge: Monthly reports arrived around the 15th, so every decision was based on numbers that were already weeks old.
What we did: We cleaned up the books, streamlined the close and set up daily, real-time financial reporting.
The result: The owner sees cash, profitability and performance every day and can act on what is happening now.
Access to capital
The challenge: Lenders and investors wanted reliable, GAAP-basis financial statements before extending capital.
What we did: We brought the books up to financial statement audit-ready standards, with clean reconciliations and supporting schedules.
The result: The business could present lender-ready financials with confidence and pursue the capital it needed to grow.
Tax planning
The challenge: Two business owners were operating under entity structures that no longer fit their businesses, and they were paying more tax than they needed to.
What we did: We revisited their entity selection and used an F reorganization to restructure the businesses, then built a proactive tax plan around the new structure.
The result: In the first year, one owner saved in the high five figures and the other in the low six figures.
Results depend on each taxpayer’s facts and circumstances.
1
Tell us about your business, your goals and what’s keeping you up at night. There’s no obligation.
2
We review your books, taxes and reporting to find savings, gaps and quick wins.
3
You receive a clear plan and a flat monthly fee for the services that fit your business.
Schedule a consultation with Accounting Freedom Group. It starts with a conversation.
