Strategic Consulting, Minus the Data Entry Overhead.
What We Do for You
Direct Bank Statement Integration: Send PDFs or CSVs; we do the rest.
Structural Tax Law Assessments: Annual review of your entity structure against the latest tax codes.
Proactive Tax Planning: Quarterly evaluations to adjust deductions and legal loopholes.
Accrual/Cash Financial Statement Generation: Pristine Income Statements, Balance Sheets and Cash Flow Statements.
What You Get to Eliminate
❌ No QuickBooks or Xero subscription
❌ No hiring or managing data entry clerk
❌ No spending hours fixing "automated software" errors
❌ No surprise tax bills in April
❌ No manual spreadsheet updates or missing tax deductions
Also Available:
Business Formation Package
Price: $250–$550 (plus ~$236 in Alabama state filing fees, paid directly to the state)
We handle every document needed to legally form your Alabama LLC and get it fully set up with the IRS — the Certificate of Formation, name reservation, a custom operating agreement, and your federal EIN (tax ID number) — filed correctly with the Alabama Secretary of State and the IRS. You walk away with a fully formed, tax-ID-ready business, without touching a single state or federal form yourself.
Best for: New business owners ready to make it official, or existing sole proprietors formalizing into an LLC.
Is This Right for You?
Do I need to keep my QuickBooks subscription?
A: This works whether or not you keep QuickBooks. If you're already using it and just want the reports cleaned up, we can work within that. If you'd rather drop it completely, our process works directly from your bank and credit card statements instead — no software required either way
How secure is my data?
A: Yes — your data is protected either way you send it. We use bank-grade, 256-bit encrypted secure digital vaults for every document you upload, so you can hand over your statements with confidence
Is this a good fit for retail or high-volume daily invoicing?
A: Yes, this is a good fit — as long as your business already uses its own point-of-sale or invoicing software to handle day-to-day sales and invoicing. We work from the resulting bank and credit card statements, not the daily transaction detail, so high-volume retail and invoicing businesses fit well as long as that system is already in place.