We love managing our client’s bookkeeping and accounting. Organizing the financial lives of our clients, working with the professionals on their team and delivering accurate, comprehensive, and relevant information on a timely basis—that’s what makes us tick. We are perfectionists and our obsession with accuracy only serves to benefit our clients. We take ownership of our work – we oversee and manage our client’s books with the same degree of diligence that prevails in managing our own finances. We strive to bring our clients more free time and less stress by relieving them of the day-to-day burdens of making a living.  Occasionally this relationship brings unexpected windfalls that highlight the benefits of good accounting practices and policies.


Our client, a writer and producer, was unaware that he was owed $11,000 in residuals. We discovered the missing income by doing what is for us a routine but important task: reconciling his...

People routinely overstate the capital gain on the sale of their residence by understating the cost. We saved our client over $24,000 in income tax by accurately reconstructing the tax basis...

A wealthy investor overpaid her taxes for years, not from a lack of professional tax planning, but, rather, from deficiencies in financial reporting. We are sticklers for detail and by probing her books...

Paper is an inefficient medium on which to store information. When information is managed in a digital format, a whole new world of efficiency, productivity, and creativity emerges. Think about accessing your collection of songs and compare the experience of searching through bookcases...

We never expected that the reconciliation of the settlement statement on our client’s purchase of a vacation house would lead to saving $21,000 in corporate taxes. But that is precisely what happened when we discovered that an escrow refund was erroneously treated as business revenue...

Good tax compliance follows from good bookkeeping. Our client, a university professor, repeatedly overpaid her income taxes because of the duplication of income on multiple Forms 1099. Having no accounting system in place, the error went undetected for years...