Below you will find the general categories of clients we serve that have important associated information that correspond with needs, roadmaps, and scope (billing) of projects. Many individuals and entities span more than one category.

Our roadmaps guide us through the process to Add Value across the different individuals, families, and businesses we work with.

Standard – High income, rentals, investments, multi-state, general complexity

Needs | Roadmap | Extension | Payments | Dates | Billing

Standard clients tend to be individuals with income and complexity that warrants a professional. Not standard in the traditional sense of the word, our typical client has a lot going on.

Solo Business – Consultants, single owner S-corp or LLC, Sole Proprietor, one or no employees, accounting support, standard needs

Needs | Roadmap | Extension | Payments | Dates | Billing

Solo business clients typically own a business designed to support themselves in a variety of ways. Examples may be a coach, architect, software developer, publisher, and marketing consultant. Often solo business owners will have contractors working for them.

Small Business – Employees (less than 20), LLCs, Corporations, monthly accounting, standard needs

Needs | Roadmap | Extension | Payments | Dates | Billing

Small businesses have employees, contractors, and often lending needs. Examples may be a gym (online hybrid), development shop, tour company, and agency models.

Startups – Employees (less than 20), monthly accounting, pre-revenue, seed and bootstrapped, R&D concerns, standard needs

Needs | Roadmap | Extension | Payments | Dates | Billing

We work with pre-revenue, seed stage startups, and crowd-funded companies that have generally raised < 10 Mil in investment. Startups have unique needs as far as cash flow management, equity concerns, and fund raising. With our other educational company, Accounting Play Apps and more, we have first hand experience in this area.

Equity Compensation – Tech employees with RSU, ESPP, and high income, possible 83B elections, standard needs

Needs | Roadmap | Extension | Payments | Dates | Billing

As a San Francisco CPA we pride ourselves in assisting employees navigate their stock option framework. From startup elections, no liquidity, to pre-IPO / secondary market, to IPO, we have you covered.

ISO Equity Compensation – Tech employees with ISOs and other stock comp, possible 83B elections, standard needs

Needs | Roadmap | Extension | Payments | Dates | Billing

Our Incentive Stock Option client service represents over a decade of experience that culminates in getting it right, planning, and validating your own tax strategy and understanding.

Inventory and Manufacturing Business – Small inventory based business with more technical costing and accounting, standard needs

Needs | Roadmap | Extension | Payments | Dates | Billing

Inventory based businesses have unique cash flow, lending, costing, and accounting needs. Allow us to employ our educational approach and practical experience to get you in the right direction.