$500K to $5M in Revenue

We Do The Numbers.
You Grow The Business.

We do accounting and finance for companies from $500K to $5M in revenue: fixed-fee, hands-on, and built to free up your time.

Fixed-fee. No surprises.

Laptop showing a financial KPI dashboard on a business owner's desk

What You Get

More time, more profit, less stress.

More Time

Free up your time with an accounting and finance team that's got your back.

More Profit

Get fixed-fee services to help you grow your business.

Less Stress

Get your business's accounting and finances in order so you worry less.

The Problem

Do business finances stress you out?

Books a Mess?

If you don't have an expert keeping your books current every month, the numbers get messy fast, and messy books mean bad decisions.

Flying Blind on Your Numbers?

Without the right KPIs for your industry, you don't know if you're actually doing well or just busy.

Paying More Tax Than You Should?

Generic tax advice misses what's specific to your industry and your state. That gap usually costs you money.

The Cost of Waiting

Messy books don't stay free.

Nothing breaks loudly. The cost shows up later, when it's biggest.

01
You overpay taxes, quietly, every year.

Without a strategy, you pay the default rate, and the default rate is the highest one. A strategy only saves you money in the years you actually have one.

02
The bank says not yet.

Lenders decide on your financials, not your story. Messy or stale books read as risk, and risk reads as no, right when you need the loan to grow.

03
Problems surface months late.

Without monthly numbers and the right KPIs, you find out about a margin problem two quarters after it started. Late news is expensive news.

And if you ever sell: buyers discount messy books. The same business is worth less simply because nobody can verify the numbers.

How We Help

Three ways we move the business forward.

Monthly Bookkeeping

Clean, accurate books delivered every month. No scrambling to find last quarter's numbers, and no wondering if what you're looking at is even right.

KPI Benchmarking

We track the numbers that actually matter for your industry, not generic ratios. You'll know where you stand against real peers, not guesses.

Tax Strategy

When tax comes up, we focus on strategy: industry-specific approaches that beat generic advice, plus state-specific strategies for Virginia, DC, and Maryland.

Industry Specialties

For some industries, we go a level deeper.

Alongside general accounting for $500K to $5M-revenue businesses, we specialize in endodontists in Virginia, DC, and Maryland: overhead, production, and valuation, benchmarked against real specialty data, plus state-specific tax strategy for all three.

See the Endodontist Benchmark

Free Download

The Owner's KPI Benchmark Guide

The KPIs that actually matter for a $500K–$5M business, and what good looks like for each one. Download it, no call required.

Download the Guide