Services
One financial partner, every stage.
Audit and assurance, tax, accounting and CFO advisory from one virtual CPA firm — organized around what you need from your numbers: staying compliant, understanding them, and planning what comes next.
01
Stay compliant
Audits, tax filings and financial reporting for your board, funders and lenders — planned with you and delivered on schedule.
02
Understand your numbers
Clean books and clear reporting, so you know what happened and why.
03
Plan what’s next
Forecasts, budgets and financial strategy from a CPA who knows your numbers.
Answers by topic
Plain-English answers to the questions business owners, nonprofits and professionals ask us most.
E-commerce, SaaS & online business
- E-commerce guides (all)
- CPA for Shopify stores
- Tariffs, landed cost and COGS
- Is a tariff refund taxable?
- Selling on ChatGPT and AI shopping agents
- Amazon FBA inventory and state nexus
- TikTok Shop taxes
- Form 1099-K for online sellers
- Why Shopify payouts don’t match sales
- Sales tax for e-commerce sellers
- Is SaaS taxable? (DC, MD, VA)
- Taxes for SaaS and software startups
- Taxes for online and virtual businesses
- Shopify bookkeeping
- Amazon seller accounting
- Switching your Shopify or Amazon bookkeeper
Tax planning for owners
DC, Maryland & Virginia business taxes
Professionals & federal employees
CPA letters & verifications
Audit requirements & guides
Industry & specialty services
Industries we serve- Medical Practice AccountingBookkeeping, tax and advisory for physician and dental practices.
- Real Estate Investor AccountingRental property bookkeeping, depreciation and tax planning for investors.
- Restaurant AccountingFood and labor cost tracking, sales tax and payroll for restaurants.
- Law Firm AccountingTrust (IOLTA) accounting, bookkeeping and tax for law firms.
- Federal Employee TaxTax planning and returns for federal employees and retirees.
- Virtual Controller ServicesMonth-end close, reporting and controls without a full-time controller.
- Accounting ServicesOutsourced accounting for businesses and nonprofits in multiple states.