We specialize in accounting, bookkeeping, tax strategy, QuickBooks optimization, business diagnostics, valuations, and financial consulting. Our goal is to help entrepreneurs, real estate investors, and small-to-mid-sized businesses create tax-efficient strategies, streamline their books, and build generational wealth.

While we’re proud to serve many Louisiana-based businesses, we also work with clients across the U.S. thanks to virtual systems and secure online tools.

Unlike traditional CPAs who focus mainly on compliance, we go deeper into strategy-helping you legally minimize taxes, optimize cash flow, and structure your business for growth. We also pride ourselves on being approachable, relationship-focused, and community-driven.Onboarding & Process

The best first step is scheduling a diagnostic call. During that session, we’ll review your current situation, identify opportunities, and determine the right next steps for you and your business.

Not at all. Many of our clients keep their CPA for tax filings while working with us for proactive planning and bookkeeping support. We often partner with CPAs to ensure you have a complete financial team working in your favor.

We primarily work in QuickBooks Online and QuickBooks Desktop, depending on the client’s needs. We also use secure client portals and communication tools to make sharing information seamless.

Pricing depends on the scope-whether you need a one-time cleanup, ongoing monthly bookkeeping, or a custom tax strategy plan. We’ll provide a proposal after your diagnostic call so you know exactly what to expect.

Most of our services are packaged as flat monthly fees so you have predictable costs. Project-based work (such as QuickBooks cleanups or valuations) may be billed separately.

Tax preparation is filing your return after the year is over. Tax strategy is proactive planning during the year to minimize your liability before tax season arrives. Strategy often saves our clients thousands each year.

Yes-we often work with clients facing back taxes, IRS notices, or payroll tax problems. Our goal is to get you compliant and create a plan so it doesn’t happen again.

Absolutely. We help nonprofits apply for their initial 501(c)(3) status, set up their chart of accounts, maintain compliance, and create financial clarity for boards and donors.

Yes! Many new clients come to us because their QuickBooks file is a mess. We specialize in cleaning, restructuring, and optimizing QuickBooks so your books are accurate, tax-ready, and useful for decision-making.

Definitely. We offer training sessions customized to your business-whether it’s payroll setup, inventory management, or nonprofit bookkeeping.

We work with a wide range of industries but have deep experience with real estate investors, service-based businesses, contractors, and nonprofits.

Don’t worry—we’ve seen it all! Whether you’re one month or several years behind, we can create a plan to catch you up and get you organized.

Yes. We help clients with cash flow management, business valuations, growth planning, and even connecting them with trusted partners in banking, lending, and legal services.