$300k – $1.5M revenue
If you want your finances handled properly — without having to manage them yourself.
Proactive, integrated financial oversight for recruiting firm owners. Not just tax prep. Not just bookkeeping. Someone who owns the full picture.
The problem isn't carelessness.
It's structural.
Most recruiting firm owners I work with aren't careless with money. They're running a real business, billing well, and staying on top of clients.
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. Questions get answered when asked. But no one is fully accountable for the entire financial picture — business and personal, together, all year.
When that's missing, the owner becomes the backstop. You double-check. You follow up. You catch things that shouldn't have required you to catch them.
That's not a CPA problem.
It's a model problem.
Most firms are built for preparation and response — not proactive ownership.
One recruiting firm owner came to me after years with a previous CPA. On review, I identified a bookkeeping error that had created nearly $100,000 in excess tax. We corrected it through an amended return.
It wasn't caught because no one was watching the full picture. That's the gap I fill — ownership of the full financial picture.
What working together
looks like.
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 income
Pay calibrated to the reality of placement-based revenue, not a generic formula.
Business and personal, aligned
One integrated strategy. No more parallel conversations with separate vendors.
One point of contact
You don't coordinate vendors, chase replies, or follow up. That's mine.
“Matt has created enormous value for our legal recruiting business. Last year he caught a six-figure error from our previous accountant. He's proactive, focused on recruiting businesses like ours, and we consider him an essential part of our business growth.”
“Securing Matt's services has been my best investment in the last 24 months. I don't spend one minute worrying about my finances anymore.”
“Working with Matt has removed so much stress from my life. My taxes were, for the very first time, a total breeze.”
This is probably not for you
if you're looking for —
- Tax filing only
- The lowest-cost option
- A reactive CPA you contact occasionally
A short call
to see if this fits.
I work with a small number of clients. The first step is a short call. No pressure, no pitch. Just a conversation.