Navigate growth with CFO-level support.

Interpret monthly financials, plan for taxes, and control cash flows.

Get Started
Takes less than 1 min.
Tax & Financial advisory

Be forward-thinking about taxes and cash flow.

Get the team & tools you need to be proactive about building wealth.

"Christian is a godsend when it comes to finance and accounting. My life is simpler with Christian by my side and my business has become infinitely stronger as a result."

Trever Faden
Trever Faden
Software Developer
trever.com

"Taxes and accounting makes me anxious, but Christian makes them easy to understand. He's literally the best accounting pro I've worked with to date."

Julia Zave
Julia Zave
Photographer
juliazavephotography.com

"Christian delivers consistent nuts and bolts services and adds strategic input to every conversation. He has gone above and beyond to support my business - great to have him on my roster!"

Willie Hartman
Willie Hartman
Designer
williehartman.com
What you get

Financial expertise for growing intelligently and sustainably.

A financial coach for growing your business.

Accounting

Improve cash flows with reliable reporting & planning.

Taxes

Pay less tax through proactive planning & strategy.

Technology

Use the right technology for scaling up your business.

how it works

Get a roadmap for building a thriving business.

Gain peace of mind around your business finances at each stage of growth.

Nail the fundamentals.

Establish the baseline infrastructure needed for growing a sustainable entreprise.

  • Tax returns & compliance.
  • Accounting system setup.
  • Payroll implementation.
  • Business entity formation.
Step 1
Step 2

Develop internal systems.

Develop a reliable reporting infrastructure by putting the right people, processes and software in place.

  • Outsourced accounting.
  • Ongoing tax compliance.
  • Payroll & benefits administration.
  • Process design & automation.

Optimize for taxes.

Use financial reporting to be proactive about minimizing this year's tax liabilities.

  • Tax liability projections.
  • Tax savings strategies.
  • Strategy implementation support.
  • Periodic check-ins.
Step 3
Step 4

Control & predict cash flows.

Build wealth by improving cash flow by effectively allocating capital in key growth initiatives.

  • Budgeting & forecasting.
  • KPI reporting & tracking.
  • Expense management.
  • Specialized accounting.
Tax & Financial advisory

Make investments that scale your business.

The hardest part of growing a business is knowing where to invest your time and money. Work with an advisor to make better growth decisions.

Stop cleaning up accounting messes.

Systematize your business processes to generate predictable outcomes.

Remove yourself from admin work.

Work on your business, not in it, by defining a strategic plan and setting priorities.

Quit overpaying on taxes.

Use tax planning strategies to avoid or defer taxes to a future year and pay less tax.

Eliminate unreliable information.

Make informed business decisions with reliable reporting from your accounting software.

Avoid and plan for cash flow issues.

Predict cash flow issues in advance with proactive forecasting and budgeting.

"Christian is a consummate professional who makes me wonder why I didn’t get an accountant years ago. He took the guesswork out of setting up my business for success. He's responsive, thorough, and accurate, and I wholeheartedly recommend his services to everyone I know."
Profile photo for Sarah Friedman-Cintron
Sarah Friedman-Cintron
Agile Coach
sfccoaching.com

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It takes less than a minute to start.

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