S-corps & LLCs
Reasonable compensation, clean K-1s, and books a banker will take seriously.
Tax · Accounting · Advisory
If the books are a mess, the business is flying blind.
Bookkeeping, tax, and CFO support — without building a finance department. Bookkeeping, tax, payroll, and fractional CFO — from an Enrolled Agent who will still be on the call in October.
Robert Thieman, EA — Principal
Year-end tax planning
50
days left in
the tax year
December 31
The practice
- Enrolled Agent
- QuickBooks ProAdvisor
- Xero Advisor
- 16+ years in tax
Services
One firm for the close, the return, and the next decision.
The close, every month
Bookkeeping
Accurate books, on time, in software you already use.
Full-year clean-up · first two months on us
ExplorePlanning, then filing
Tax
Business and individual returns, with planning before year-end.
ExploreDecisions, not just reports
Fractional CFO
Cash, forecasts, and a thinking partner — without a full-time hire.
ExplorePeople, pay, and AP
Payroll & CAS
Payroll, bills, and the back office — on one calendar.
ExploreHow it works
Four steps. Then the calendar runs without you.
01
Talk to our team
A 30-minute call. We learn the entities, the software, and what “good” would look like in 90 days.
02
Map the work
A written scope: Bronze, Silver, or Gold bookkeeping, tax, payroll, and whether a CFO retainer belongs.
03
Close the month
We take the books, the payroll calendar, and the tax dates. You keep operating.
04
Use the numbers
Monthly reporting, planning before year-end, and a partner who already knows the story behind the P&L.
The firm
Suite 321. A Fate practice, not a call center with a logo.
Robert Thieman is an Enrolled Agent with more than sixteen years in tax, entity work, and the books that feed it. The work stays here — QuickBooks, Xero, payroll, and the return — so the person who closed March is the person on the planning call in November.
Meet the firmWho it’s for
Operators who have outgrown a tax-season relationship.
Real estate operators
Rentals, cost segregation coordination, 1031s, and entity stacks that match the deals.
Professional firms
Agencies, practices, and consultancies that need CAS without a full-time controller.
Growing teams
First hires, first loan, first time the spreadsheet is no longer the system.
Typical work
Proof from the kind of problems we take.
The April surprise
- The situation
- Books lived in the owner’s head and a checking account. Tax season was a reconstruction project.
- The work
- Silver bookkeeping, a recast of the prior year, and a tax calendar with estimates.
- After
- Close by the 15th. No more reconstructing twelve months in March.
The S-corp that never ran payroll
- The situation
- An S-election with draws only — the classic reasonable-compensation gap.
- The work
- Officer payroll, a compensation memo, and 1120-S prepared from actual wages.
- After
- Payroll and the return finally tell the same story.
The loan package
- The situation
- A banker asked for trailing-twelve and a debt schedule. The file was a folder of PDFs.
- The work
- Gold CAS, a cleaned chart of accounts, and a one-page covenant snapshot.
- After
- The package went out in a week, not a month.
The first manager hire
- The situation
- Revenue was up. Margin was a mystery. The owner was still approving every bill.
- The work
- Fractional CFO retainer on top of the close: pricing, headcount, and a 13-week cash view.
- After
- A hire made against a forecast, not a feeling.
Pricing
Simple, horizontal pricing — the way the work is actually sold.
Pick a line of work. Then a plan. Annual bookkeeping includes two months. Tax is scoped per return. We send a written engagement before anything starts.
Priced from monthly expenses and account complexity. Annual prepay includes two months.
Bronze
$350/month
billed annually, or $395 month-to-month
Clean cash-basis books for a focused operating company.
Best for: Owner-operators who want a reliable monthly close.
- Up to 3 bank / card accounts
- Cash-basis books in QBO or Xero
- Monthly reconciliation and close
- P&L and balance sheet
- Year-end tax package
Silver
Popular$650/month
billed annually, or $725 month-to-month
Clean cash-basis books and a monthly review you can run the business on.
Best for: Growing teams that need more than a categorized feed.
- Everything in Bronze
- Custom chart of accounts
- Up to 8 connected accounts
- Payroll and loan tie-out
- Monthly live review (30 min)
Gold
$1,250/month
billed annually, or $1,400 month-to-month
Controller-level CAS: close, AP, reporting, and a partner in the numbers.
Best for: Multi-entity or high-volume shops that need a finance lead.
- Everything in Silver
- Bill pay and AP coding
- Multi-entity or class tracking
- KPI pack and 13-week cash view
- Priority close by the 12th business day
Insights
Notes from the practice.
Tax · 7 min
S-corp reasonable compensation, without the folklore
The IRS does not publish a salary number. Here is how we actually set officer pay — and why payroll has to match the return.
Bookkeeping · 6 min
A monthly close beats a heroic April
If the first time you see last year is when the organizer arrives, you are paying for reconstruction, not accounting.
CFO · 6 min
What a fractional CFO actually does
It is not a dashboard. It is not a second bookkeeper. It is the person in the room when you decide to hire, borrow, or raise a price.
Texas · 5 min
A short map of Texas tax for operators
No personal income tax is not the same as no tax. Franchise, sales, and property still have a calendar — and they still surprise people.
FAQ
The questions we get on the first call.
Ready to get the books off your desk?
A 30-minute call. We will tell you which plan fits — and what we would fix first.