Support that fits your practice, all year long.
Year-round CPA services for bookkeeping, tax planning and tax preparation, plus tax resolution and attest services when you need them.
Year-Round CPA Services
Designed for established private practices that want ongoing support, not a once-a-year scramble. One monthly fee, based on the services your practice needs.
Best for: established practices with consistent revenue that want year-round guidance.
- Bookkeeping in QuickBooks Online, with monthly reports in plain English
- Tax planning all year, so you keep more of what you earn
- Tax preparation for individual (1040), S corp (1120-S) and partnership (1065) returns, based on your needs
- Ongoing support and document sharing through a secure client portal
- Payroll support through Gusto, when your practice needs it
Getting started: every new client begins with a paid QuickBooks Diagnostic Review, so we know exactly where your books stand. Behind on your books? We'll get them caught up.
Tax Resolution
Behind on filing or received multiple IRS and state notices? It can feel heavy, but you don't have to face the IRS alone.
- Assess: We review your situation and communicate with the IRS and the state for you.
- Catch up: We prepare and file your past-due returns.
- Stay compliant: We set you up to stay on track going forward.
Attest Services
For businesses and nonprofits that need an independent CPA's report on their financial statements, often for a bank loan or another third party.
- Reviews: an independent CPA's review of your financial statements, providing limited assurance
- Compilations: financial statements prepared by an independent CPA, with no assurance expressed
Is this a fit?
You'll love working together if you:
- Run an established practice with consistent revenue
- Want year-round support, not just tax-season help
- Respond promptly and are comfortable using a client portal
- Value guidance and want to make informed decisions
- Are ready to follow simple document and bookkeeping routines
Not the right fit: if you only need a one-time tax return.
Pricing
Every practice is different, so pricing is shared after your New Client Discovery Call. Year-round CPA services are one monthly fee, based on the services you need.
Getting started is simple.
Book a discovery call
Pick a time for a 20-minute New Client Discovery Call, where we learn about your practice and see if we're a good fit.
Get a clear plan
We'll talk through your practice and the support that fits, and we'll share pricing.
Enjoy peace of mind
Your books and taxes are handled all year, so tax season is smooth sailing.
Questions, answered
Do you work with solo practitioners?
Yes. We work with both solo and group private practices.
Do you only work with therapists?
Our focus is private practice owners, especially in mental health, but we also work with other service-based businesses that are a great fit.
Is everything virtual?
Yes. We work together through a secure client portal and Zoom. If you're local to Lafayette, we can meet for coffee.
Do you work with practices outside Louisiana?
Yes. As a virtual firm, we work with practices in other states too.
How do we share documents?
Through a secure client portal, where we also communicate.
Can you help if my books are behind?
Yes. Every new client starts with a QuickBooks Diagnostic Review, and then we'll get your books caught up.
What software do you use?
QuickBooks Online for accounting, and Gusto for payroll.
Can I hire you just for my tax return?
We focus on year-round clients, so we don't take on one-time tax returns.
How much does it cost?
Pricing depends on the services your practice needs. We'll share it after your New Client Discovery Call.
What happens on a New Client Discovery Call?
It's a 20-minute call for us to learn about your practice and your goals, and to see if we're a good fit to work together. It's a getting-to-know-you call, not an advice session. After you book, you'll get access to our client portal and a short list of documents to upload before the call.