Stress-free finances for Solopreneur service firms doing $300k-$1.5M
Book a discovery call — no prep needed.
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 - 45-min Zoom to map goals
2
First 30 Days - books caught up, taxes planned & minimized.
3
Stay optimized - monthly books, quarterly tax projections, and year-end returns handled.
FAQ
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None—just 45 min on Zoom.
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We clean & reconcile everything within the first 30 days.
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Month-to-month; cancel anytime.