AI can help categorize expenses, but it often gets things wrong and always needs oversight. It won’t fix messy books, catch compliance risks, or keep the IRS off your back. We combine smart tech with human review to deliver bookkeeping you can trust—and compliance you never have to worry about.
Multi-state nexus is complex, and most business owners don’t realize it applies until it’s too late. It can be triggered by sales, employees, locations or even remote work—and each type has its own rules and penalties. We monitor your activity year-round, flag risks early, and design proactive strategies that keep you compliant while lowering your tax burden.
AI can process financial data and forecast scenarios—but it stops short of the connection, clarity, and nuanced decision-making that real businesses require. As your fractional CFO, we bring the dimensional perspective technology can’t. We weigh tradeoffs, align finances with your vision, and guide real-world decisions
We act as your complete accounting team: compliance, controllership, and CFO-level advisory all in one place. Our tiered service packages are built for growth-minded S-Corp CEOs who want the right level of support — without hiring in-house staff or burning out trying to juggle it all alone.
Smart planning means fewer surprises at tax time. We don’t just look at your S-Corp in isolation — we connect your business and personal finances so everything works together. From proactive tax planning to providing estimated quarterly payment amounts, we make sure you maximize credits, minimize risks, and keep more cash available for growth.
QuickBooks Online looks simple on the surface, but AI miscategorizes transactions all the time, and the endless features create more confusion than clarity. The result? Messy books that don’t actually help you run your business. We keep your QBO clean, current, and accurate so tax prep is seamless and your reports finally become tools for confident decision-making.
“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
“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
“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
“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
“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
“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
“...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
“...She has been selflessly researching, sharing, and checking in on her community for years...”
Camilla CalnanCamilla Calnan Photography
“Rose Lulis is the epitome of professionalism, depth and proactivity. Always looking to add value to her clients and the people that she advises. She is very invested in making you succeed.”
Gary & Francisco, Co-FoundersContemporaneo Gallery
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