Bookkeeper
CPA for Recruiters | I help recruiting firm owners know what they make, owe, and keep — even with lumpy income.
Most recruiting firm owners I work with aren't careless with money. They're just missing someone who owns the full financial picture. Revenue comes in through placements — often uneven, sometimes large — which makes taxes, owner pay, and cash flow harder to manage than they should be. Bookkeeping gets done. Taxes get filed. But no one is connecting business cash flow to personal finances or watching for problems before they surface. That's what I do. I work with recruiting firm owners — legal search, financial planning search, executive search — generating $300k–$1.5M in revenue, typically solo or running a lean team. What that looks like in practice: - Proactive tax planning year-round — S-corp comp, PTET, QBI, Solo 401(k) built into a plan, not surfaced in April - Owner pay structured around lumpy commission income — not a generic formula - Business and personal finances considered together — one integrated strategy - One point of contact — I handle the work; you don't coordinate vendors If your current CPA is reactive, hard to reach, or only surfaces issues after the fact — that's not how this has to work. Good fit: - Recruiting firm owners generating $300k–$1.5M - Solo or running a lean team - Want proactive, year-round tax planning Not a fit: - Tax filing only - Early-stage or pre-revenue - Looking for the lowest-cost option
Monthly Fixed Fee — $1,500/month
1 package · from $1.5k/mo
Minimums: $300K+ income | $300K+ revenue