Modern accounting
for growing businesses.
A new boutique CPA firm built by licensed partners — bookkeeping, tax, and CFO advisory under one roof. Subscription pricing. Real partners. No surprise invoices.
Subscription pricing. No surprises.
One price, one partner. Choose the tier that fits your stage — adjust as you grow.
Essential
Clean books, monthly reports, and a year-end you don't have to panic about.
- Monthly bookkeeping & reconciliation
- P&L and Balance Sheet, every month
- Quarterly 30-minute check-in
- Year-end financial cleanup
- 1099 preparation (up to 10)
- QuickBooks or Xero subscription managed
- Secure client portal
Growth
Books and taxes under one roof. The end of chasing two firms in April.
- Everything in Essential
- Annual business income tax return
- Annual personal return for owner(s)
- Primary state return included
- Quarterly estimated tax calculations
- Year-end tax planning meeting
- ≤1-day response time in season
- W-2 and 1099 reconciliation
Strategic
Fractional CFO. Tax strategy. Multi-entity advisory. Year-round partnership.
- Everything in Growth
- Monthly 1-hour CFO call
- KPI dashboard & cash-flow forecasting
- Annual budget + quarterly re-forecast
- Entity, retirement & tax-credit strategy
- Up to 4 owner + 1 business returns
- IRS / FTB notice handling included
- 4-business-hour priority response
Pricing scales with complexity. Get a quote tailored to your business.
Not sure which fits? We'll show you.
Five quick questions about your business. Honest recommendation. No email required.
We serve every kind of small business — and go deep in five.
Most businesses don't fit neatly into one category. We work with companies across every industry — and have particular depth in the five below, where the tax and operating complexity is highest and the right CPA makes the most difference.
Real estate investors
Rental portfolios, syndications, 1031 exchanges, cost segregation, depreciation strategy, K-1 management.
E-commerce & DTC
Amazon, Shopify, Etsy sellers. Multi-state sales tax, inventory accounting, COGS tracking, growth-stage cash flow.
Trucking & construction
Owner-operators, fleet companies, general contractors. Section 179, fuel tax credits, per-diem, job costing.
Professional services
Law firms, medical & dental practices, design agencies, consultancies. Partner comp, IOLTA, multi-owner structures.
Tech founders & startups
Funded startups, agencies, SaaS operators. QSBS, ISO/RSU equity comp, R&D credits, investor reporting.
Everyone else.
Restaurants, retail, fitness, salons, nonprofits, freelancers, and dozens of other industries we work with every day. The Essential/Growth/Strategic packages handle most needs.
Don't see your industry? We work with businesses across every sector. The packages are designed to flex around your specific needs — and the team has handled most variations you can think of. Tell us what you do →
Four things most firms can't say.
The differences that show up when it actually matters: in an IRS notice, at a fundraising round, during an exit conversation.
Licensed CPA firm
Real California-licensed CPAs. Bench and Pilot are explicitly not CPA firms. That difference matters at every regulatory filing.
Subscription pricing
Predictable monthly fee. No hourly anxiety. No April surprise. Subscription pricing at launch — clear terms in your engagement letter.
Partners, not associates
The same partner you meet in the discovery call is the one reviewing your work in March. No junior staff hand-off.
Sitting CFO experience
A founding partner brings active operating-company CFO experience. Your business benefits from real-world judgment, not theory.
Your books, taxes, and advisory — in one place.
Every client will have a secure portal where everything lives: monthly reports, tax documents, e-signature, your team's contact info, and a KPI dashboard you can check from your phone.
- Personal document folder — bank-grade encryption
- Live KPI dashboard — revenue, margin, runway, cash
- Monthly P&L, balance sheet, advisory notes
- E-signature for engagement letters & tax forms
- Direct message your partner — ≤ 1-day response
- Mobile app at launch — iOS & Android
Sample month overview
● ClosedSAMPLE DATA · NOT A REAL CLIENT