Stress-free finances for Solopreneur service firms doing $250k-$2M

Book a 20-min discovery call — no prep needed.

30-Day Clarity or It’s Free

Zero-surprise tax forecast and fully reconciled books within 30 days — or you pay $0 and keep the work.

✓ Crystal-clear tax forecast (no surprise bills)

✓ Books 100 % reconciled

✓ Replies from your CPA within 24 hours

“Best investment I’ve made in 24 months.”
Amy Cooke, East x West Strategies, LLC

Matt Chiappetta, CPA

What every client gets

✅ Replies from your CPA within 24 hours — never chase your CPA again

✅ Done-for-you S-Corp & personal tax returns — no last-minute scramble

✅ Crystal-clear financials—see profit and cash at a glance anytime

What My Clients Say

Denise Chaykun,
Mission First Operations

“I’ve never had a smoother tax year. Not having tax stress is totally new to me!"

Amy Cooke,
East x West Strategies

"Securing Matt's services has been my best investment in the last 24 months."

Ryan Carr,
Blakeley Digital

"Matt has removed so much stress from my life. He goes above and beyond to give me financial peace of mind."

Chris Stanley,
Beach Street Legal

"Knowledgeable, thorough, responsive and proactive."

From CPA headaches → cash-flow peace:

❌ Unplanned tax bills wrecking cash flow

❌ Waiting weeks for answers from a busy CPA

❌ Second-guessing money decisions as a solo owner

✅ No. More. Surprises. Predictable cash flow. Stress-free finances

✅ Fast answers. 24-hour replies— never chase your CPA again.

✅ Proactive check-ins. Year-round clarity & peace of mind.

 How It Works

1

Book call - 20-min Zoom to map goals

2

First 30 Days - books caught up, taxes planned & minimized.

Most clients choose our Elevate plan for quarterly strategy calls and a cash-flow roadmap.

3

Stay optimized - monthly books, quarterly tax projections, and year-end returns handled.

Upgrade to Elevate for live dashboards.

 FAQ

  • None—just 20 min on Zoom.

  • We clean & reconcile everything within the first 30 days.

  • Month-to-month; cancel anytime.