Accountants | Advisors

Your books look clean. So why is cash still tight?

Most owners run their business by feel because the answers are buried in their accounting software. We surface them monthly: bookkeeping, payroll, tax, and advice from people who have seen hundreds of businesses succeed and fail.

Growth is not the same as keeping what you earn.

Revenue up, margins quietly down: the most common story we see past $1M. We watch what you collect, what your team costs, and your tax position so more of what you earn actually stays with you. Bigger is easy. Better takes watching the right numbers.

Your April tax bill should never be a surprise.

Tax planning happens during the year or it does not happen at all. We project your liability, structure compensation, and make the moves while they still count. By the time April arrives, the number is old news.

Book a 30-minute strategy call See pricing

One boutique team. You talk to the people who do the work.
Proactive advice, all year. We call you before deadlines do.
Plain English. Your numbers, explained monthly.

The advisor's opening move

4 numbers most owners cannot say off the top of their head

Most owners can quote yesterday's sales but not what they keep from them, what their team really costs, or their next tax bill. Running on feel is normal, and it is fixable. These are the numbers we put in front of you every month.

No. 1

Next April's number

Your projected tax bill, updated through the year while there is still time to change it.

No. 2

True labor cost

Wages plus taxes, benefits, and idle time. The number that decides whether your pricing works.

No. 3

Cash runway

How many weeks you could operate if revenue stopped today. Clean books can still hide a short runway.

No. 4

Owner pay gap

What you take home versus what your role would cost to replace. The honest measure of whether the business works.

Clients come for clean books. They stay for the advice.

A boutique firm of accountants and trusted business advisors in Federal Way. No layers and no handoffs: you know your team, they know your business, and the service stays personal as you grow.

Meet the team

What we do

One firm for the whole financial back office

Everything below runs on a monthly rhythm, not a yearly scramble. Advice leads; the rest makes the advice possible.

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Advisory

Regular working sessions on the numbers that drive your decisions: pricing, hiring, owner pay, cash flow, and what to do next quarter. The guidance of a senior finance leader at a fraction of the cost of hiring one.

How advisory works

Accounting

Books kept current in QuickBooks Online, reconciled monthly, with year-to-date reporting and KPI dashboards you can actually read.

What monthly accounting includes

Payroll

Employees paid on time, every time, with payroll taxes filed and paid for you. Includes access to an HR platform and a specialist.

What payroll covers

Tax

Planning first, preparation second. We project your liability during the year and make the moves before deadlines, then file the returns.

How we reduce tax liability

Who we work with

Built for 2 kinds of owners

Washington State

Service businesses

Attorneys, consultants, agencies, contractors, and trades. Owner-operated, typically $500K to $5M in revenue, selling time and expertise. You need clean books, predictable payroll, and someone who tells you what the numbers mean.

Accounting for service businesses

Nationwide

Optometry practices

Half clinic, half retail: two businesses inside one set of books. We know practice economics, from frame inventory to associate compensation, and we track the numbers that matter to ODs.

Accounting for optometrists

Pricing, in plain sight

You should know what an accountant costs before you talk to one

$750PER MONTH, STARTING FLAT RATE

The Core Package covers monthly bookkeeping, payroll, tax planning and preparation, and regular advisory check-ins. One flat number, scoped to your business before we start, in writing. If we are not the right fit, we will say so on the first call.

See the full pricing breakdown

Get a second opinion on your numbers

A free 30-minute call with an advisor. You will leave knowing where you stand and how we can help. No pitch, no obligation.

Book a 30-minute strategy call or call (206) 497-0671

Our clients' reviews

Here is what they say about working with us

Jose Caro helped me apply for and obtain my business license in the beginning of 2015. He thoroughly explained to me the most efficient way to keep track of my expenses; equipment purchases, travel mileage, fuel purchases, and vehicle maintenance. Any time I have questions about my new business, he responds promptly and in detail. I meet with him at year's end to sort through my expenses and maximize my tax return savings. I will GLADLY send my friends and acquaintances to him if they need accounting assistance.

Henry Q. Service Based Business Owner

We recommend Caro & Associates for all accounting and tax needs! They take care of me and our two medical offices like we are family. Always available, knowledgeable, trustworthy. Not just an accountant, Jose goes above and beyond becoming your friend in the process.

Dr. Chaudhry Medical Practice Owner

Jose and his team are fantastic! I feel I'm in excellent hands when having them prepare my taxes. They are thorough and knowledgeable. I'm a loyal and happy customer.

Sarah S. Business Owner

Jose is a true pleasure to work with. He's extremely helpful, knowledgeable, and efficient in his work. He's got superb support staff and he's also just an all-around great guy. Definitely going to recommend to others!

C. Rixse Business Owner

Trusted Partners & Integrations