Books done.
Taxes filed.
No April scramble.
Two Knoxville CPAs for real estate investors, ecommerce and retail sellers, and small businesses. Monthly bookkeeping, business and personal tax filing, and a CPA who answers your questions.
Book a free 30-minute call How it works
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- ★★★★★ 5.0 on Google
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- Two licensed CPAs
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- Big Four trained
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- Small client list, on purpose
Is this for you?
We go deep in a few niches so we catch what a generalist misses.
Real estate investors
Cabins, rentals, and flips with books that never quite tie out, and a tax picture nobody’s watching. We keep per-property books and file the return from those same numbers.
Ecommerce & retail sellers
Payouts that aren’t revenue, inventory that hides your profit, sales tax across channels. We reconcile the payouts, track inventory and COGS, and keep it tax-ready all year.
Small businesses
You started the business to run it, not to chase receipts and dread April. We do the monthly books, file the taxes, and set your cash aside so you always know what you can pay yourself.
What you get.
- ✓ CPA-reviewed monthly books, reconciled to the statement
- ✓ Your business AND personal taxes prepared and filed
- ✓ A CPA who answers your questions, usually the same day
- ✓ Books and taxes watched all year. No January scramble
Profit First advisory (optional)
On top of your books and taxes, we can set up the Profit First cash system so you know what you can pay yourself. Optional, works best once your books are clean.
How it works.
Book a free call.
30 minutes with Brooks or Caroline, not a salesperson. We learn about your business and tell you honestly if we’re a fit.
We scope and quote.
On the call we look at where your books stand and quote one flat monthly fee. No cost, no obligation.
Onboarding and a monthly rhythm.
We get set up, clean up what needs it, and your books close every month with a plain update on what changed.
Why us.
Two licensed CPAs review every set of books. Big Four trained (KPMG alumni). Five stars, 5.0 on Google. A small client list, capped on purpose, so we stay close to your numbers.
Brooks
CPA · FOUNDER · Financial reporting · Certified Profit First Professional
Brooks reads your books every month and tells you what changed and what it means.
Caroline
CPA · CO-FOUNDER · Corporate accounting · KPMG alumni · in-the-weeds technical detail · Licensed CPA
Caroline handles the technical detail, bringing the rigor of years in corporate accounting including experience at KPMG. Together you get both ends covered by people who are actually licensed to review what they're signing off on.
Ways we have helped.
The business they bought was never on their books
New owners bought a business in 2025, but the equipment and goodwill they paid for were never recorded. We put those assets on the books and started the write-offs, which uncovered about $148,600 in tax deductions this owner had been missing.
Tens of thousands stuck between the store and the bank
An online retailer could not tell how much of its sales-channel money had reached the bank. We traced about $39,000 of payouts parked in a clearing account and scoped the fix so revenue and cash line up again.
Quick answers.
What does it cost?
It depends on your accounts, transactions, inventory, and how far behind the books are, so we quote after we look, not before. We scope it on a free call and quote one flat monthly fee.
Do you do taxes?
Yes. We prepare and file both business and personal returns, from the same books we keep all year.
My books are months behind. Can you fix that?
Yes. Cleanup is where we start for a lot of clients; a free call tells us how far behind and what it takes.
Do you only work with one industry?
No. We go deep in a few niches (real estate investors, ecommerce and retail sellers, and small businesses) so we catch what generalists miss, but we serve small businesses across East Tennessee and nationwide.
The Learning Center
Your questions, answered in full.
No “book a call to find out.” Straight answers to what Shopify sellers, retail shops, contractors, and real estate investors actually ask us, plus free checklists and short videos, from two CPAs who do this every day. Browse the Learning Center →
Cost & Price
How Much Does Shopify Bookkeeping Actually Cost? (And What Drives the Price)
5 min read
Read now →AI & Tools
Can AI Do Your Shopify Bookkeeping? Why AI Bookkeeping Tools Keep Shutting Down
7 min read
Read now →Why we answer these in the open.
An owner who understands what good bookkeeping is worth makes a better decision, and a better client. So we'd rather explain it clearly up front, even if you decide we're not the right fit. Browse the full Learning Center →