A dynamic, forward-thinking CPA firm where senior professionals personally own your accounting, assurance and tax work - a dedicated senior team that stays with you from your first call through every filing. Fixed fees & fully remote.
We bring the technical rigor of the world's largest accounting firms to owner-managed businesses, nonprofits and financial-services companies - paired with direct access to senior professionals, transparent fixed fees and responsive, multilingual service across the U.S. and abroad. The standards of a Big Four engagement, with the responsiveness of a firm that actually knows your name.
What we do
Who we serve
From day-to-day bookkeeping to the most technical questions in IFRS and US GAAP, we cover the entire finance function - and you work directly with the professional doing the work. Engage one service or all of them.
Assurance & Audit Services
Audits, reviews, compilations and agreed-upon procedures performed to AICPA standards - plus audit-readiness support that makes your next external audit faster, cleaner and less stressful.
Explore assurance and audit servicesTax Filing & Strategic Planning
Year-round, proactive planning for individuals and entities across multiple states - not just a once-a-year filing. We lower your effective tax position, manage deadlines and extensions and keep you fully compliant.
Explore tax servicesITIN Services & IRS Representation
End-to-end ITIN applications and renewals, plus confident handling of IRS notices, penalty-abatement requests and correspondence - so issues get resolved correctly the first time.
Explore ITIN servicesInternal Controls & Process Design
COSO-aligned controls, clear approval workflows and segregation of duties - automated wherever it makes sense to cut risk, close faster and scale without losing control.
Explore internal controls servicesPlain-English tax self-checks, state and local tax screeners and interactive IFRS and US GAAP accounting checkers covering the questions clients and finance teams ask us most. No sign-up and nothing stored.
Starting out? Screen the big early decisions - legal structure, how you are taxed, and which state to form in - each linking to official IRS and SBA guidance.
Weigh LLC, S-corp, C-corp, partnership and sole proprietorship against liability, tax and funding.
Open the free toolSee how your entity could be taxed and whether an S-corporation election may fit.
Open the free toolCompare your home state versus Delaware and others, including franchise tax and foreign qualification.
Open the free toolWalk through the IRS filing thresholds for your age, income and situation.
Open the free toolMap your income and deductions to the right Form 1040 schedules.
Open the free toolBuild a personalized checklist of documents to gather before your appointment.
Open the free toolInteractive screening checkers for the IFRS judgments that come up most - grouped by standard. Each walks through the key decision points and the evidence to document.
Contract assessment, performance obligations, variable consideration and more.
Browse IFRS self-checksIs it a lease, lease term, discount rate, modifications and lessor classification.
Browse IFRS self-checksClassification, expected credit loss, derecognition, hedging and more.
Browse IFRS self-checksInteractive screening checkers for the FASB ASC standards that come up most - revenue, leases, business combinations and more.
Contract assessment, performance obligations, variable consideration and more.
Browse US GAAP self-checksIs it a lease, lease term, discount rate, modifications and lessor classification.
Browse US GAAP self-checksAcquisition date, consideration transferred, identifiable assets and goodwill.
Browse US GAAP self-checksYou shouldn't have to choose between technical depth and personal service. We built the firm so you never do.
No inexperienced staff learning on your account, no getting passed around, no chasing for answers. Your work is handled by experienced senior professionals, led by a founder who holds the CPA, CMA and CFA credentials - and you get a straight answer the first time, from a team that understands your books and how investors, lenders and buyers will read them.
No hourly meter, no surprise invoices. We scope your work and quote one fixed fee, so you can pick up the phone without watching the clock. Fees are reviewed once a year - openly and with your input.
The same standards and discipline you'd expect from a national firm - applied to IFRS and US GAAP, audit readiness and complex transactions - without the layers, the markups, or the distance.
A modern practice built for how you work today: cloud accounting, secure client portals, e-signatures and automation - with service in the language you are most comfortable with, so nothing is lost in translation.
Accounting is not one-size-fits-all. We pair deep technical knowledge with real industry context, so your reporting reflects how your business actually operates - and the rules that apply to it.
LLCs, S-Corps and partnerships with real-world ownership complexity. We keep the books pristine, stay ahead of compliance and give owners the numbers - and the perspective - to make confident decisions.
Learn moreFund accounting, grant tracking, audit readiness and Form 990 - handled with the transparency your board, donors and regulators expect and the rigor a clean audit requires.
Learn moreBroker-dealers, investment funds and fintech companies. We build the internal controls, attestation and regulatory reporting that hold up to SEC and FINRA scrutiny.
Learn moreHealthcare, retail, manufacturing, professional services, real estate and technology. Whatever your model, your financials are built to reflect it - and to meet your industry's standards.
Learn moreWorking with a CPA firm should feel simple. Here's exactly what to expect.
A no-obligation conversation to understand your business, your pain points and where you want to go. No jargon, no pressure - just a clear read on whether we're the right fit.
A transparent proposal that spells out exactly what we'll do, when and what it costs - as one fixed fee. You'll know the full scope before you commit to anything.
We set up secure portals, connect to your systems and gather what we need with a clear checklist. The handover is smooth and the disruption to your team is minimal.
You work with the same senior team month after month - proactive advice, regular check-ins and quick answers when something comes up. We stay ahead of deadlines so you don't have to.
No hidden charges and no hourly surprises - just a fixed monthly fee matched to your volume, complexity and the services you need. Below are typical starting points; we'll confirm your exact fee after a quick scoping call.
For small businesses getting their finances in order. Cash-basis bookkeeping, a monthly close, bank reconciliations and your annual tax return - done right and on time.
For growing companies that need real numbers to make decisions. Accrual accounting, management reporting, proactive tax planning and controls built for scale.
For established organizations that need senior horsepower, dedicated controller-level support and year-round audit readiness.
*Final fees depend on volume, complexity and scope. We'll confirm one fixed fee in writing before any work begins.
Tell us what you need and we'll tell you how we can help - honestly, even if that means pointing you elsewhere. Send a message below, or email info@financial-connect.com. We reply within one business day.
Pick a time that works for you - you'll get a calendar invite by email, and so will we.