Your Growth Partner

Optimize your S corp for growth & savings with our tailored advisory, accounting & tax solutions

Remote Expertise Tailored to S Corporations

Support for S Corporations in Georgia, North Carolina, and South Carolina, including remote solutions that help you navigate multi-state nexus issues, allowing you to focus on growth without the compliance stress.

Proactive Financial Guidance

Year-round advisory services that go beyond basic compliance, empowering you to make informed decisions quickly and confidently, so you can stay ahead of financial challenges and opportunities.

Optimized Compliance and Tax Efficiency

Ensure full compliance with IRS regulations while maximizing your tax savings. Our annual reasonable compensation analysis and basis tracking minimize audit risks and optimize your financial strategy, keeping more money in your business.

Cool tech… warm-hearted solutions to grow your business…

Financial Management

Comprehensive back-office accounting solutions customized for your unique business, eliminating the need for in-house staff management. Perfect for sole shareholders and small teams.

Advisory

From cash flow management to forecasting, our year-round, pro-active advisory services help you make rapid informed decisions and drive sustainable growth.

Tax Planning & Strategies

We work with you year-round to implement tax strategies that apply to your S corporation and ensure you're taking full advantage of available tax credits.

Tax Preparation

Corporate tax preparation for S corporations and individual income tax preparation for business owners.

Accounting & Bookkeeping

Maintain accurate, up-to-date financial records with QuickBooks Online, ensuring seamless tax preparation and financial reporting.

Reasonable Compensation Analysis

We use a detailed analysis of industry standards, location, and job duties to ensure your compensation meets IRS guidelines, drawing from credible wage and economic data for accuracy.

Partner Success Stories...

“Impeccable organizational, accounting, tax, human resources, and technological skills.”

“Rose’s impeccable organizational, accounting, tax, human resources, and technological skills have been invaluable to the success of many of my small business clients over the 10 years we have worked together... ...I have seen Rose make sense out of poorly kept records by establishing sound processes, skillfully represent clients under audit, navigate sensitive employment issues, and guide clients as they grew their businesses... ...I would highly recommend Rose to any business that seeks to partner with an accountant whose business acumen will free them to focus on what makes their business successful.”
Carole OwenbyCPA

“Efficient, utterly competent, and I’m sure will frequently save a business more than she charges for her services.”

“As an independent inventor, my business is somewhat non-standard and sometimes rather complicated... ...Without her guidance and tax planning assistance, I would have certainly paid my taxes incorrectly, and I would have paid too much. Rose gets it right. I highly recommend her for any and all kinds of challenging work in business consulting and accounting. She is efficient, utterly competent, and I'm sure will frequently save a business more than she charges for her services.”
Paul VoInventor & Product Developer

“Without her dedication and support, I would’ve been lost in a world of corporate expectations and demands.”

“Rose came through! She was quick to understand the scope of our company and its financial reporting requirements. Her persistence, patience and guidance provided me with the knowledge necessary to fulfill and exceed the expectations and demands in my Finance Manager position... ...Rose's coaching and tutoring gave me the confidence that I required in my new role. She was my mentor in more than just finances--she became a loyal confidante, friend and a strong, firm coach. She's one-of-a-kind!”
Bessy FarmerFinance Manager

“Amazing accountant and business advisor!”

“Rosalie is an amazing accountant and business advisor! She is very talented, easy to work with and is incredible with the details. I highly recommend Rosalie for anyone who is looking for a highly invested business partner to help with accounting and any other business matters that come with being self employed.”
Julie DurigaCPA

“Professional, conscientious, and trustworthy.”

“Rose is professional, conscientious, and trustworthy. I have complete confidence in her and know that she’s taking good care of our business. And to top it off, she’s a pleasure to work with.”
Jeff DaltonFounder & Architect

“Extremely knowledgeable about accounting and small business finance.”

“I have worked with Rose for several years and have also attended some of her classes. She is extremely knowledgeable about accounting and small business finance. Rose has always been very patient and taken the time to explain any difficult concepts related to my small business... ...Would highly recommend Rose!”
Emily LeeWagville

“Thorough, responsive, a top communicator.”

“...I have known Rose since 2002... ...she is thorough, responsive, a top communicator, and a pleasure to talk with. I trust her 100% and recommend her highly.”
Eric McDonaldPrincipal, McDonald Structural Engineering

“Wonderful accountant and all around great person.”

“...She has been selflessly researching, sharing, and checking in on her community for years...”
Camilla CalnanCamilla Calnan Photography