Know your numbers.
Not just your balance.
Monthly bookkeeping, tax strategy, and fractional CFO support built for owners who need real financial clarity — not a shoebox of receipts handed off once a year.
A shoebox of receipts every April
isn't a financial strategy.
Most small businesses only think about their books once a year — and by then, the decisions that would've saved money are already behind you.
Numbers you see too late
A once-a-year tax preparer tells you what happened. By the time you see it, the year is already over and the decision is already made.
Reactive, not strategic, tax planning
Filing a return isn't the same as planning around one. Entity structure, quarterly estimates, and deduction timing all matter more before December than in April.
No one watching cash flow
Profitable on paper and cash-poor in practice is one of the most common — and most avoidable — small business failures.
Books that are actually current.
Advice that actually pays off.
Monthly Bookkeeping
Reconciled accounts and real financial statements — not a scramble in March.
Payroll & Compliance
Payroll setup, quarterly filings, and 1099s handled correctly and on time.
Cash Flow Forecasting
See three months ahead, not just what already happened last month.
Entity & Tax Strategy
The honest answer on LLC vs. S-corp, and a plan built around your actual numbers.
Quarterly Tax Planning
No more surprise bills — estimated payments planned around real performance.
Fractional CFO Advisory
KPI dashboards, budgeting, and strategic guidance without a full-time hire.
Know what you can write off.
Know where you stand.
The Small Business Tax Deduction & Financial Health Checklist
A full deduction checklist across 9 categories, plus a 6-question financial health self-check most owners can't answer confidently.
- Startup costs, home office, vehicle & equipment deductions
- Retirement contributions most owners overlook
- A 6-question gut-check on the health of your books
Pricing that scales
with your business.
Every package starts with a real conversation — final scope depends on transaction volume and complexity.
- Monthly bookkeeping (≤100 txns)
- Bank & card reconciliation
- Quarterly financial statements
- Quarterly review call (30 min)
- Annual tax return (1 entity)
- Up to 3 contractor 1099s
- Everything in Foundation
- Monthly financials + 30-min review call
- AR/AP tracking
- Payroll setup + quarterly filings
- Sales tax filings (1 state)
- Unlimited 1099s
- Quarterly tax planning review
- Everything in Growth, plus:
- Weekly bookkeeping
- Cash flow forecasting + KPI dashboard
- Budget creation + variance analysis
- Entity structure review
- IRS correspondence support
- Audit-ready books
- Everything in Fortress, plus:
- Fractional CFO advisory
- Financial modeling
- Tax minimization blueprint
- Multi-entity planning
- Investor-ready reporting
- Unlimited strategy calls
A financial partner who actually picks up the phone.
CPA candidate. Years of hands-on tax and accounting experience across corporate and small-business finance. Based in Fort Lauderdale, working with owners across the country.
"Most owners don't need a bigger firm — they need someone who actually looks at their numbers before the 15th of next month, not the 15th of April."
Founder, Fortress Financial & Tax
Common questions.
Tax prep looks backward at what already happened. Our packages keep your books current all year, so decisions about pricing, hiring, and cash flow are made with real numbers — not a guess.
Depends on your income and growth trajectory. We'll give you a straight answer based on your actual numbers, not a generic rule of thumb.
Very common — catch-up bookkeeping is one of our standard add-ons. We'll get you current, then keep you there.
Yes — we work with owners remotely across the country through our secure client portal.
Let's build your financial fortress.
15 minutes. No pressure. Just a straight conversation about your business and your books.
Book Your Free Financial Review