Fractional CFO leadership, U.S. business tax preparation, and hands-on AI implementation — for small businesses, and for the accounting firms that serve them.
Every engagement runs on the same foundation: senior tax & finance judgment directing AI-native tooling — so the work arrives faster, cleaner, and at a price a lean business can carry.
Senior finance leadership without the full-time hire. Cash and runway management, forecasting, pricing decisions, and board-ready reporting — delivered on an AI-native stack, so you get big-firm rigor at a fraction of the cost.
Federal and state income tax returns for corporations, S-corps, and partnerships — including cross-border structures and founders abroad. Prepared with senior tax expertise, accelerated by AI, reviewed line by line.
We implement AI-native accounting platforms inside established practices — and for firms that want the upside without touching what they've built, we design a ring-fenced parallel brand: its own name, site, and AI delivery stack, running alongside the legacy firm.
Practical automation for operators: document handling, bookkeeping pipelines, client communication, and reporting — built into the tools your team already uses, with training so it sticks after we leave.
A new kind of buyer is choosing whoever owns the AI-native positioning — and they were never going to call a traditional firm. Retrofitting your brand muddies what your clients already trust. The answer is a separate, ring-fenced vehicle built for that demand from day one.
The new brand earns its own revenue. Nothing in your existing book is repriced or migrated.
No one's book is cannibalized. Existing clients keep the firm and the relationship they chose.
Grow it, spin it out, sell it on its own multiple, or fold it back in later. The downside is capped.
Most practices bolt AI onto workflows designed for paper. AI Native CPA was assembled the other way around: the delivery stack came first, and the services were built to run on it.
That's why a lean senior team can deliver CFO-level work, multi-entity tax preparation, and implementation projects at speed — and why the same playbook is available to firms that want it for themselves.
One email is enough to start — a sentence on your business and what's slowing it down.