Built for business owners who've outgrown managing finances themselves but aren't ready to hire a full finance team. A CPA with 15+ years of experience and a successful exit as a founder. I handle your books, payroll, and strategy.
Currently accepting new clients for Q4 2026
SAMPLE FINANCIALS
Closing Bell CPA
Jul–Sep 2026
USD
Operating expenses
I'm a licensed CPA and a former CPG founder who built and sold my own brand. I know what it's like to be on the other side of the spreadsheet, wondering if the numbers are right, whether you can afford to hire, and how to make the next move.
I built this practice because I wanted to give small and growing businesses the financial support I wish I'd had. Whether you're just starting out or scaling fast, you deserve accurate books, clean payroll, and a CPA who actually gets it.
Experience includes
Big brand experience doesn't mean big size requirements. Most clients are small businesses.
Not only a bookkeeper. A Certified Public Accountant with 15+ years of experience who understands the full financial picture.
Built and sold a consumer packaged goods brand. I've been on your side of the table.
Fully remote and licensed to work with businesses anywhere in the country.
All engagements start with a free discovery call and require a 3-month minimum. Exact pricing depends on transaction volume and complexity.
Clean books, on time, every month.
The foundation every business needs. Accurate records, reconciled accounts, and financials you get on the same day every month — not whenever they're ready.
Right if you want reliable books and clean monthly financials.
Book a Discovery CallControls, compliance, and reporting.
Price depends on: entities, inventory complexity, close timeline
For growing businesses that want accurate financials, clean reporting, and someone handling every detail.
Everything in Bookkeeping, plus:
Right if you carry inventory, have a lender or investor reading your statements, or need books closed on a deadline.
Book a Discovery CallThe complete finance function.
Price depends on: scope, meeting cadence, transaction activity
Built for businesses ready to scale, raise capital, or prepare for an exit.
Everything in Controller, plus:
Right if you're raising, borrowing, or preparing to sell.
Book a Discovery CallAdd payroll to any plan
Full-cycle payroll — processing, tax filings, new hire setup, quarterly and annual returns, W-2s and 1099s. Price depends on pay frequency, headcount, number of entities, and states.
How payroll pricing worksPayroll software billed separately at cost.
from $375/mo
+ $15 per employee
Full-cycle payroll processing and compliance. Your team paid accurately and on time, filings handled, multi-state registrations managed.
Add-on to any plan — see pricingMonths or years behind? We've seen it all. We'll assess the backlog, give you a clear timeline and cost, and get your books clean. Fast.
Add-on to any planStarting from scratch or migrating platforms? We handle the full setup, chart of accounts, integrations, and training so you hit the ground running.
Included with Controller plansSelling a C-corp? Section 1202 lets founders exclude up to 100% of federal capital gains, up to $15M or 10x your cost basis. We help you assess eligibility and position the business to maximize the exclusion before you go to market.
Book a discovery callNot sure where to start? Let's talk through your situation and figure out what makes sense.
Book a discovery callThis is what investment banks do for large companies, applied to growing brands. We run the entire process: preparing your financials for buyer review, finding the right buyers, and helping you negotiate and close the best deal.
Project-based engagement. No monthly retainer, no 3-month minimum. Pricing depends on business size and complexity.
Book a call to discuss your exitWhat's included
Book a free 20-minute discovery call. No pressure. Just a straightforward conversation about where your finances are and what you actually need.
Serving clients across all 50 states
We believe in seamless onboarding. Transitioning your finances shouldn't be a headache. We handle the heavy lifting so you can stay focused on operations.
A free call to understand your business, your current setup, and what you're looking to achieve. No commitment required.
We build your financial tech stack, clean up historical data, and establish the processes required for pristine monthly reporting.
We handle the day-to-day. You get a dedicated team managing your bookkeeping, payroll, and monthly close with total precision.
With accurate data flowing, we deliver consistent financial insight: reviewing results, flagging opportunities, and helping you make confident decisions at every stage.
Still have questions? We're happy to talk through anything on a free discovery call. No pressure, no pitch.
Book a free callToo many founders are piecing together their financial functions: a bookkeeper here, a CPA there, and no one actually helping them look ahead. The result is financial blindspots, reactive decisions, and a lot of wasted time.
Sound familiar?
Book a free 20-minute discovery call. No pressure. Just a straightforward conversation about where your finances are and what you actually need.
Serving clients across all 50 states