Your Business Operating System.
The all-in-one financial solution for the small business owner or self-employed: taxes, payroll, accounting, strategy, and retirement — all under one roof.
One flat monthly fee. Tax, payroll, bookkeeping, and compliance — all included.
The Real Cost of Unstructured 1099 Income
As a 1099 professional or sole proprietor, you pay self-employment tax on every dollar you earn — up to 15.3%. By operating through a properly structured S-Corporation with reasonable compensation planning, you can legally reduce that burden significantly.
Add a Solo 401(k) or defined benefit plan and the savings compound further. Our clients earning $300K–$600K in 1099 income typically save $30,000–$50,000 per year in combined tax and retirement benefits compared to remaining unstructured.
The calculator below uses the same IRS tax tables we apply when onboarding new clients. Enter your gross 1099 income to see your estimated savings.
See How We Compare →Free 30-minute consultation · No obligation · Every lever above is a strategy we implement and document for clients.
One System. Everything Coordinated.
Most professionals piece together multiple vendors — paying separately for accountants, payroll, and tax advice. We consolidate everything so nothing falls through the cracks.
S-Corp Setup
Set it up right from day one. S-Corp elections, EINs, state filings, and bank-ready documents — fully managed, no guesswork.
Tax Filing
We file your S-Corp return and your personal return together, coordinated as one strategy — not handed off between two firms.
Bookkeeping
Monthly categorisation, bank reconciliation, and financial reports delivered every month so your books are always clean and audit-ready.
Payroll Management
New hire reports, quarterly payroll returns, Gusto subscription included, W-2 filing, and automated payroll — all managed for you.
Compliance Management
Payroll filings, state accounts, annual reports, and IRS-safe documentation handled on time, every time — across all 50 states.
Financial Planning
Retirement first — Solo 401(k), defined benefit, and profit-sharing plans tailored to your income. Plus budgets, forecasts, and owner planning so you're always building wealth, not just income.
From Consultation to Fully Operational
A streamlined onboarding process that gets your financial infrastructure running in weeks, not months.
Initial Consultation
We review your income, current structure, and goals to identify the right service tier and tax strategy.
Entity Setup
We establish your legal entity, file your S-Corp election, and prepare all foundational corporate documents.
Systems Onboarding
We configure QuickBooks, Gusto payroll, and compliance systems into one coordinated infrastructure.
Ongoing Management
Monthly financials, quarterly planning, annual filings, and year-round advisory — all handled seamlessly.