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, CITP

Connor Malatesta

CPA, CITP

Damion Davis

Senior Accountant

Damion Davis

Senior Accountant

Lukas Palma

Senior Accountant

Lukas Palma

Senior Accountant

Tony Malatesta

Staff Accountant

Tony Malatesta

Staff Accountant

Michelle Malatesta

Staff Accountant

Michelle Malatesta

Staff Accountant

Dontae Mertz

Staff Accountant

Dontae Mertz

Staff Accountant
Connor Malatesta

Connor Malatesta

CPA, CITP

BIO Page

Damion Davis

Damion Davis

Senior Accountant

BIO Page

Lukas Palma

Lukas Palma

Senior Accountant

BIO Page

Tony Malatesta

Tony Malatesta

Staff Accountant

BIO Page

Michelle Malatesta

Michelle Malatesta

Staff Accountant

BIO Page

Dontae Mertz

Dontae Mertz

Staff Accountant

BIO Page

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