Elevate Your Business With Bespoke Financial Services
Discover our exclusive concierge accounting solutions tailored to your unique needs. We focus on driving growth, optimizing costs, and providing proactive support for businesses like yours. Let’s work together!
Experience a Partnership That Puts You First
Working with us means more than just managing numbers—it's about building a lasting relationship focused on your financial success. Together, we’ll unlock new growth opportunities while ensuring your finances are optimized for long-term success.
Annual Payment Discount
Enjoy a 40% discount when you choose to pay annually instead of monthly, maximizing your investment in your financial success.
Dedicated Expertise
Receive personalized support from an elite CFO strategist with over a decade of experience in accounting and eCommerce, committed to your success.
Exclusive Client Ratio
Enjoy focused attention with a strict 1:20 client ratio, allowing for a deep understanding of your unique challenges and opportunities.
Comprehensive Services
Access a full suite of offerings, including cash flow management, strategic planning, risk management, and tax optimization, all under one roof.
Clear Communication
Benefit from open communication and timely responses with a 48-hour customer service response time guarantee, prioritizing your needs. Plus, you'll receive premium support, ensuring dedicated attention and quick responses, along with the added benefit of your first month being free.
CFO Clients Receive
Clients in the highest tier receive a special anniversary gift each year, adding a personal touch to celebrating our journey together.
US and Canada Based
The benefit of working with the Concierge Accountant is all of our vendors & systems are US or Canada based.
QuickBooks Online
FreshBooks
Xero
A2X
ConnectBooks
Zamp
Gusto Payroll
Ramp
Relay Banking