Your Business Can Support Your Lifestyle

Bookkeeping  |  Business Advisory  |  Tax Planning

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Do you feel stuck not seeing 
the financial results you expected?

Transform your business in three steps:

K

Know your Numbers

Bookkeeping is at the heart of a successful business, but owners are often so busy that it gets overlooked and pushed aside. We organize your data, reconcile your accounts, and analyze the data.

A

Adjust and Allocate

Clearly see what is working and what is not and adjust expenses accordingly. We guide you to allocate cash to the right categories and maximize both profit and
cash flow.

C

Be Consistent

Profit is a habit, not an event. Consistency is key. We walk alongside you with regular meetings to make sure that you stay on track.

Is Your To-Do List a Mile Long?

It is easy to let the bookkeeping slide. But without accurate bookkeeping, you don’t have the data to drive good business decisions. What story are your numbers telling?

Get Started

Do You struggle to know the right next step?

We transform your financial data into actionable steps at every stage of your business journey, from set-up to scale. Partner with us to gain clarity and confidence in your business decisions

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Worried about taxes?

A profitable business means taxes, but with proactive tax planning, tax time doesn’t have to be scary. With the heart of a teacher, we translate tax complexities into plain English, and eliminate surprises.

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The KAC Chronicle

Keep up with our blogs for practical insights, strategies, and stories that help business owners turn numbers into clarity, consistency, and lasting profit.

Year-End Financial Health Check: 5 Steps Every Small Business Should Take

By Kaitlyn Thompson, EA • January 8, 2026
Are you so glad the year is over? Are you completely burnt out, and you don’t even want to look at your P&L? If you don’t want the coming year to mirror this last year, if you want to end next year feeling revived and excited instead of being worn out and generally disinterested then let’s go through this year end checklist together. Let’s start a new habit.

The Truth About “Pennies on the Dollar” IRS Settlements

By Cynthia Montoya, EA • January 8, 2026
I’m going to tell you a story about a business owner I’ll call Mark . He had built a small but stable company, employed a handful of people, and, for most of his career, did exactly what the IRS expects—filed his returns, made his deposits, and treated payroll taxes as a priority rather than an afterthought. Then a serious medical issue intervened.
If you are a rest

Budgeting for Slow Season: How to Survive the Slump

By Tammy Leija • December 4, 2025
Every January Mike’s Bistro went quiet. During the Holiday season there was barely time to breathe. Lines out the door, catering orders piling up, and staff pulling double shifts. He assumed the income from the holiday rush would be enough to carry him through the slow season. But, by the third week of January the rush was gone and his bank balance told a harsh truth: Mike had no cushion and no plan. The bills started stacking up and he had to dip into his personal savings to keep the doors open.

What Our Clients Say About Us

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