AI‑Elevated • IRS‑Proof • Operator‑Grade

Run Finance Like a Billion‑Dollar Enterprise

Bookkeeping • Fractional Controller • CFO • Tax

Start Your Strategy

Tax Optimization

AI‑driven strategies

5‑Day Close

Controller‑grade discipline

CFO Reporting

Board‑ready KPIs

Services

Full‑stack financial ops for growth.

📊

Bookkeeping

Real‑time financials, reconciliations, and a 5‑day close target.

🧭

Fractional Controller

Variance analysis, controls, and management reporting.

👔

Fractional CFO

Forecasts, KPIs, budgets, runway, and strategy.

💼

Tax Advisory & Prep

Strategy‑first planning and airtight compliance.

💰

Payroll

W‑2/1099 and multi‑state filings.

🏢

Entity Formation

LLC, S‑Corp, C‑Corp, EIN, elections.

3D Tax Savings Visualizer

Real‑time three‑dimensional pie showing your savings mix.

Breakdown

Estimated tax savings: 37%

  • Entity design & elections
  • Retirement & fringe benefits
  • Cap gains & loss harvesting
  • Credits & incentives

Drag to rotate. Double‑click to toggle wireframe.

Interactive Tax Calculator

Estimate taxes with high‑level assumptions (demo — not advice).

Estimated Federal Liability
$0
Potential Savings (entity/QBI)
$0

Simplified demo calculator using sample brackets and a generic QBI adjustment. For accurate planning, we’ll model your full facts and states.

3D Team Holograms

A taste of our operator‑grade culture.

Mike — EA / CFO
Controller
Analytics

Financial Management Plans

Clear tiers for CFO‑level outcomes.

Controller Lite

Close & reconciliations • Variance analysis • Reporting

$899/mo

CFO Core

Budget & forecast • KPIs • Runway • Strategy

$1,499/mo

CFO Elite

Dedicated CFO • Multi‑entity • Board reporting

Custom

Book Your Strategy Call

Your finance deserves a smarter map.

Open Calendly

MikeIsaac003@gmail.com • 781‑803‑0728 • Stoneham, MA

Demo UI — connect to Chat API later.