Services
Your finance stack, simplified
Bookkeeping, Taxes, and CFO services handled by accountants that actually respond
Tax Planning
Continuous planning and tax management for your business and personal finances
Ensures you pay the least amount in tax every single year
Ensures you pay the least amount in tax every single year
Ensures you pay the least amount in tax every single year
Forward looking planning - new tax laws, niche strategies, future opportunities
Forward looking planning - new tax laws, niche strategies, future opportunities
Forward looking planning - new tax laws, niche strategies, future opportunities
Thorough look at the numbers every quarter
Thorough look at the numbers every quarter
Thorough look at the numbers every quarter
Documentation to ensure everything is legally defensible
Documentation to ensure everything is legally defensible
Documentation to ensure everything is legally defensible
CFO Services
Your on-demans partner in driving the business forward with precision
Forecast cash flow and manage burn rate
Forecast cash flow and manage burn rate
Forecast cash flow and manage burn rate
Optimize margins and financial levers
Optimize margins and financial levers
Optimize margins and financial levers
Build and monitor financial KPIs
Build and monitor financial KPIs
Build and monitor financial KPIs
Advise on pricing, hiring, and capital allocation
Advise on pricing, hiring, and capital allocation
Advise on pricing, hiring, and capital allocation
Bookkeeping
Spend more time building your business, not on your books. Flexible bookkeeping that grows alongside your business.
Monthly Bookkeeping & Reconciliations
Monthly Bookkeeping & Reconciliations
Monthly Bookkeeping & Reconciliations
Categorization of Business Transactions
Categorization of Business Transactions
Categorization of Business Transactions
Preparation of Financial Statements (P&L, Balance Sheet)
Preparation of Financial Statements (P&L, Balance Sheet)
Preparation of Financial Statements (P&L, Balance Sheet)
Revenue & Expense Tracking
Revenue & Expense Tracking
Revenue & Expense Tracking
Business Taxes
Putting your Federal and State income tax filings, 1099s, and Franchise Tax filings on autopilot.
Free Tax Extension
Free Tax Extension
Free Tax Extension
Federal Corporate income tax filing
Federal Corporate income tax filing
Federal Corporate income tax filing
State corporate income tax filing
State corporate income tax filing
State corporate income tax filing
Franchise tax filing
Franchise tax filing
Franchise tax filing
The strategic partnership that makes all the difference
The strategic partnership that makes all the difference
The strategic partnership that makes all the difference
Exceptional customer service
We offer dedicated support to ensure you’re never left waiting, even in the tax season.
Exceptional customer service
We offer dedicated support to ensure you’re never left waiting, even in the tax season.
Exceptional customer service
We offer dedicated support to ensure you’re never left waiting, even in the tax season.
Advisors trained at top global firms
Our tax and accounting experts have 40+ years of experience (PWC, Deloitte, RSM.. etc).
Advisors trained at top global firms
Our tax and accounting experts have 40+ years of experience (PWC, Deloitte, RSM.. etc).
Advisors trained at top global firms
Our tax and accounting experts have 40+ years of experience (PWC, Deloitte, RSM.. etc).
Gold-Standard Documentation
We create best-in-class supporting documentation for you to be legally defensible all the time.
Gold-Standard Documentation
We create best-in-class supporting documentation for you to be legally defensible all the time.
Gold-Standard Documentation
We create best-in-class supporting documentation for you to be legally defensible all the time.
All-in-One Financial Partner
From your personal tax to your board-ready reporting, we handle everything.
All-in-One Financial Partner
From your personal tax to your board-ready reporting, we handle everything.
All-in-One Financial Partner
From your personal tax to your board-ready reporting, we handle everything.
“We are a medical practice and have been paying more than half a million a year in tax until we found Ahead. The team at Ahead helped us find $362,000 in tax savings this year”
Jimmy W.
Practice Partners President
“We are a medical practice and have been paying more than half a million a year in tax until we found Ahead. The team at Ahead helped us find $362,000 in tax savings this year”
Jimmy W.
Practice Partners President
“We are a medical practice and have been paying more than half a million a year in tax until we found Ahead. The team at Ahead helped us find $362,000 in tax savings this year”
Jimmy W.
Practice Partners President
Got Questions? We've Got Answers
Find answers to everything you've been wondering about Ahead
What industries do you specialize in?
How fast can we get started?
Who is your ideal client?
What makes Ahead different?
What’s the typical engagement fee?
Got Questions? We've Got Answers
Find answers to everything you've been wondering about Ahead
What industries do you specialize in?
How fast can we get started?
Who is your ideal client?
What makes Ahead different?
What’s the typical engagement fee?
Got Questions? We've Got Answers
Find answers to everything you've been wondering about Ahead
What industries do you specialize in?
How fast can we get started?
Who is your ideal client?
What makes Ahead different?
What’s the typical engagement fee?