We work exclusively with small to medium-sized businesses and their owners. We also work with clients who own rental properties and who buy and sell real estate regularly.

My background is in corporate accounting, and business owners are where I have the most depth of experience. While I'm able to work with other types of clients, specializing lets me serve business owners more efficiently and effectively — I'm not splitting focus across unrelated areas.

I've worked with and in a range of industries, including healthcare management, large retail chains, reinsurance, and wholesalers. That said, I'm able to serve most types of businesses, with the exception of manufacturing and not-for-profits.

Yes — healthcare is an area I especially love working in, and I bring particular experience to it. Before founding the firm, I worked as a controller in a medical services organization, so I understand the operational, compliance, and financial nuances specific to healthcare practices. It's a niche I'm passionate about growing.

Our ideal client understands the value of advisory services and needs more than bookkeeping done just to file a tax return. We serve exclusively businesses and their owners, and we believe specialization creates efficiencies that let us serve them better.

Yes, we are! Since starting the practice in October 2024, we've served over 125 clients. To better serve them and expand our reach, we've hired a full-time staff accountant with a degree in finance and accounting to help with day-to-day accounting work — freeing up my time to focus on advisory services and more complex issues.

Our office is at 4801 Glenwood Avenue, Suite 200, Raleigh, NC. We work with clients across North Carolina and beyond — most of our work happens securely online through TaxDome, our client portal.

We serve U.S.-based clients only. If you need international tax support, we're happy to point you toward a firm that specializes in that.

Schedule a complimentary appointment by calling (919) 213-8976, or book directly with me on Calendly (there's a link on our website).

If we think we're a good fit for each other, you'll receive an invitation to connect on TaxDome. We'll send an engagement letter describing the work we'll perform, your obligations as a client, and pricing.

From there, we'll request the information we need, ask you to upload a few items, and handle signatures right in the portal — so you can stay focused on your business while still having easy access to your documents.

For business returns, pricing can vary depending on the condition of your books. If significant adjustments are needed, we bill by the hour to reflect the extra time involved (though we work efficiently!). Clients with a CAAS agreement typically see faster, more efficient return prep, since we're already working from a clean set of books.

For individual returns, we bill on a per-form basis. There's a set fee for a standard 1040, plus additional fees for other forms — Schedule A (itemized deductions), Schedule B (interest and dividends), Schedule C (business income), Schedule D (capital gains), and so on. If your records need extra time to get organized, that's billed separately as well.

All payment terms are outlined in your engagement letter, which is signed before we begin any work.

Our staff accountants — each with a four-year accounting degree and working under close supervision — handle routine bookkeeping, reconciliations, and may draft financial statements. Every financial statement and tax return, however, is reviewed and approved by a CPA before it ever reaches you. Amy is hands-on and conscientious with every engagement, so nothing goes out the door without her review.

No — our work is done in house. While there are potential cost savings with offshore accounting, we believe an in-house arrangement not only offers better data security but allows us to better control our work product.

Amy has used a variety of software packages, including JD Edwards, SAP, QBO, Sage Intacct, and other industry-based accounting software. The important thing is understanding how they all fundamentally work — which Amy does.

Most clients use QBO and supplement it with other apps for sales, inventory tracking, or sales tax that connect into QBO. Because we understand accounting itself, we can adapt to most accounting software packages.

Yes. We prepare both individual and business returns, with particular depth in S-corp and multi-entity structures. Most of our tax clients are business owners, so we typically handle the entity return and the owner's personal return together — the two are often closely intertwined for a closely held business.

Yes — tax planning is included for our Business Advisory (CAAS) clients. Because we already have access to your financials, we review your results of operations monthly and factor in things like self-employment taxes, estimated payments, entity selection, reasonable salary, depreciation, and retirement plan opportunities.

We can help. Many of our tax clients also use our CAAS (accounting) services specifically to keep their books clean and ready well ahead of the filing deadline. While we prioritize our CAAS clients during filing season, we're still able to take on bookkeeping cleanup work, billed hourly, to get your books ready for tax prep.

Yes! We love helping real estate investors understand the tax implications of buying and selling — personal residence exclusions, capital gains, depreciation recapture, and 1031 exchanges.

Ongoing bookkeeping, reconciliations, financial statement preparation, and advisory support — built around QuickBooks Online. The goal is accurate, current books you can actually use to make decisions, not just records handed off to a tax preparer once a year. You'll also have us on call for tax questions and accounting support along the way.

CAAS is bookkeeping plus CPA oversight. You get technically accurate financials, plus someone who can interpret what those numbers mean for your business and your tax position. Amy stays hands-on with every client's books, so issues get caught early rather than at tax time.

Yes, in several ways. First, timely, relevant financials help you avoid costly wrong decisions — the kind that come from making a call on numbers that are stale or wrong.

Second, because we do your books in house all year, tax engagements go faster and cost less. There's no cleanup project to bill separately, and no surprises when we sit down to prepare your return.

Third, and maybe most important: tax planning only works if there's still time to act. If cleanup happens for the first time at tax season, the year is already closed and most planning opportunities are gone. Monthly bookkeeping keeps that window open all year, so we can actually plan instead of just report.

My prior experience with larger companies has allowed me to standardize processes, implement automation, and optimize financial reporting so that reports are more timely and relevant.

I don't focus on compliance only — financials tell a story. I create graphic representations of your numbers and fully explain what they mean, so you actually understand what's going on in your business, not just what's on the page.

Most of the questions I help clients work through go beyond "what did we make last month." I help them project breakeven points, know how much cash they need on hand, and recognize when they may need a loan versus when to bring on additional partners or finance with debt instead.

I also help identify which service lines are actually the most profitable, use retirement funding strategies to reduce tax burden, think through entity choice, and build KPI dashboards around the handful of numbers that matter most to them — so they always know where to focus.

A few things come up again and again: how much cash you'll need to get through the startup phase, what type of entity makes sense for your situation, and how to think about health insurance and retirement as a business owner rather than an employee. Tax planning belongs in that conversation from day one, not after your first year-end.

CVA (Certified Valuation Analyst) is a credential from NACVA for business valuation professionals. It means the valuation follows recognized professional standards — important for credibility with lenders, courts, the IRS, or anyone else relying on the number.

Anyone can attempt a business valuation, but we can provide certified valuations for tax reporting and other formal purposes. A CPA reviews your data and financial statements, makes normalizing adjustments, and can carry your certified valuation through from start to finish.

Common triggers include selling or buying a business, SBA loan underwriting, buy-sell agreements, divorce or litigation, estate and gift planning, or partner buyouts. Not sure whether your situation calls for one? Just ask — it's a quick conversation.

It depends on the complexity of the business and the purpose of the valuation, but plan on several weeks from engagement to final report.