Bleeding Cash Without Realizing It? We’ll Fix That.

Most e-commerce CPAs are stuck in 1995. We specialize in 2025 digital business optimization that turns tax savings into growth capital.

Your E-commerce Business Isn't a Corner Shop

So why are you using corner shop accounting strategies? Most e-commerce entrepreneurs lose hundreds of thousands annually because their CPA doesn't understand digital business models.

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Overpaying a Significant Amount Annually

Your generalist CPA applies brick-and-mortar strategies to your digital business, missing massive optimization opportunities specific to e-commerce operations and supply chains.

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Cash Flow vs. Profit Confusion

Traditional CPAs focus on profit while you need rolling 13-week cash flow forecasts and inventory ROI tracking to prevent growth-killing cash crunches during scaling.

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Multi-State Compliance Nightmare

Post-Wayfair sales tax requirements, international transactions, and 3PL integrations create compliance gaps your generalist CPA doesn't even know exist.

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Beyond Tax Season Support

Traditional CPAs disappear after filing. We stay in the trenches with you year-round as yoru financial co-pilot.

Our Proven 3-Pillar Framework

01.

Diagnose

We audit your current financial structure and identify exactly how much you're overpaying in taxes. Most clients discover they're losing on average $20,000 to $200,000 depending on the size of the business.

02.

Optimize

We step in as your Fractional CFO, embedding ourselves into your e-commerce operations. Beyond tax season, we deliver rolling cash flow forecasts, inventory ROI tracking, and margin analysis to ensure every dollar in your business is working toward growth.

03.

Accelerate

With an embedded CFO framework and optimized financial structure in place, you reinvest tax and other savings and operational insights into growth, scale faster than competitors, and build sustainable wealth while staying fully compliant.

Your financial growth outweighs any challenge with the right strategy. We help you navigate uncertainties and build lasting wealth. Let’s turn obstacles into opportunities for a secure future!

Our Expert Team Helps Reach Your Goals Practically

Our expert team guides you every step of the way to achieve your financial goals. With smart strategies and personalized solutions, we turn your vision into reality. Let’s build your secure and successful future together!

Core Service Packages

Essentials

Perfect for startups and small businesses needing solid financial foundations and compliance

✓ Monthly bookkeeping and reconciliation

 

 ✓ Financial reporting (P&L, balance sheets)

 

✓ Expense categorization and tracking

 

 ✓ Basic compliance management

 
$499 - $799

Monthly

Foundations

Growth

Strategic financial oversight for growing businesses that need more than basic bookkeeping

✓  Everything in Essentials

 

✓  Advanced bookkeeping and job costing

 

✓ Monthly 1-hour financial health review call

 

  ✓ Accounts receivable/payable management

 

✓ Annual Federal and State Tax Filing

 

✓ Sales Tax Registration and Compliance

 
$1,299 - $1,999

Monthly

Most Popular
<p>Fractional CFO Suite</p>

Fractional CFO Suite

Full strategic partnership for 7-figure+ e-commerce empires seeking C-level financial leadership

✓ Everything in Growth

 

✓ Strategic financial planning and analysis

 

 Fundraising and investor relations support

 

✓ KPI and performance monitoring dashboards

 

✓ Oversight of financial operations and team

 

✓  Budgeting and cash flow forecasting

 

✓ Annual Federal and State Tax Filing

 

✓ Quarterly in-depth strategy sessions

 
$2,999 - $7,999

Monthly

Real Players

Add-On Services

Enhance your core package with specialized services tailored to your specific needs

E-commerce Integration

Shopify, Amazon, 3PL systems integration and optimization

Business Structuring

Tax-optimized restructuring solutions for U.S. and international companies expanding aka "Delaware Flips"

M&A Advisory

Due diligence, valuation, and strategic tax planning for deals

Corporation & LLC Formation

Business entity selection, formation, and EIN setup

Crypto Tax Consulting

Specialized tax planning and compliance for crypto transactions

Specialized E-commerce Services

Payroll Management

Complete payroll processing and compliance for your growing team

Annual Tax Filing (Standalone)

Federal and State tax preparation and filing services

Financial Records Clean-Up

One-time cleanup for businesses with disorganized books

IRS Representation

Professional audit response and IRS representation services

International Client Services

Specialized services for overseas businesses looking to establish and grow their presence in the US market

LLC Registration (International)

US entity formation for overseas clients with compliance guidance

US Bank Account Setup

Assistance with opening business bank accounts in the US

Delaware Flip Restructuring

Tax-optimized corporate restructuring for international businesses

Save Millions On Taxes With This Corporate Restructuring Playbook

Contact

6160 Warren Parkway STE 100, Frisco TX 75034

(972) 418-2958

Helping you achieve financial success with expert guidance and personalized strategies.

Opening hours

Mon - Fri : 9AM - 5PM

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