Built for established US businesses ready to scale efficiently.
Comprehensive domestic tax, accounting, and advisory for closely-held companies operating across one or more US states.
US Businesses.
We work with operating businesses across professional services, healthcare, manufacturing, technology, and real estate. The common thread: owners who have outgrown a generalist CPA and want a senior advisor who shows up year-round, not just at filing time.
- Multi-state nexus, apportionment, and pass-through entity tax elections
- An accounting function that does not produce decision-grade financials
- Owner compensation, distributions, and qualified retirement strategy
- Capital decisions, debt vs. equity, acquisitions, owner liquidity
The engagement, in three layers.
Year-round tax leadership
Federal and multi-state planning, quarterly estimates, R&D credits, QBI optimization, owner-comp design, and audit-ready preparation handled by US-licensed CPAs.
Books that match the business
Monthly accrual close, GAAP-leaning statements with departmental or project dimensions, and a clean KPI scorecard you can actually run the business from.
Capital and growth advisory
Bank and SBA financing support, fractional CFO leadership for capital events, and acquisition diligence when growth shifts from organic to inorganic.
Where we typically start.
Tax Services
Year-round federal, state, and international tax strategy for closely-held businesses, founders, and complex household balance sheets.
Learn MoreAccounting & Bookkeeping
Modern, cloud-based accounting that closes on time, reconciles to the dollar, and produces statements you and your investors trust.
Learn MoreFractional CFO Services
A senior CFO embedded in your business part-time, owning forecasting, capital, and the financial conversations the founder shouldn't have to lead alone.
Learn More
Schedule a Private Consultation.
Talk to Prabal directly about your situation. No sales pitch, and what you share stays confidential.
Schedule a Private Consultation