Smart tax planning. Clear financials. Zero guesswork.
Young, sharp, and obsessed with doing it right, backed by real-world experience and serious credentials.
Bookkeeping
Keep your books organized, your reports cleaner, and your numbers easier to trust.
Fractional CFO
Stronger cash flow insight, better forecasting, and clearer financial direction.
Payroll
From setup to processing, we help keep payroll accurate, smooth, and on track.
QuickBooks
Training, cleanup, and support to get QuickBooks working better for your business.
Data Analytics
Stronger cash flow insight, better forecasting, and clearer financial direction.
Business Filling
Start your business with the right filings, structure, and setup from day one.

Connor Malatesta
CPA, CITPConnor Malatesta
CPA, CITP
Damion Davis
Senior AccountantDamion Davis
Senior Accountant
Lukas Palma
Senior AccountantLukas Palma
Senior Accountant
Tony Malatesta
Staff AccountantTony Malatesta
Staff Accountant
Michelle Malatesta
Staff AccountantMichelle Malatesta
Staff Accountant
Dontae Mertz
Staff AccountantDontae Mertz
Staff Accountant
Connor Malatesta
CPA, CITP
BIO Page

Damion Davis
Senior Accountant
BIO Page

Lukas Palma
Senior Accountant
BIO Page

Tony Malatesta
Staff Accountant
BIO Page

Michelle Malatesta
Staff Accountant
BIO Page

Dontae Mertz
Staff Accountant
BIO Page
