Solving the complexities of multi-state nexus, tax-free stipends, and mobile compliance.

Navigating the complexities of a life on the move. Healthcare travelers face a unique set of financial hurdles—from multi-state tax filings to managing tax-free stipends and housing allowances. We provide the specialized tools to ensure you keep more of what you earn while staying fully compliant, no matter where your next contract takes you.

Persona Profile: "The Roaming Clinician"

• Name: Sarah, Travel Registered Nurse

• The Situation: Sarah works 13-week contracts across four different states each year. She receives a mix of taxable hourly wages and non-taxable stipends for housing and meals.

• The Pain Points: Sarah is terrified of a tax audit. She struggles to track which expenses are deductible and finds it impossible to find a local CPA who understands the "tax home" rules for travelers.

• How We Help: Our platform automatically tracks her multi-state income, manages her travel expense receipts, and provides access to advisors who specialize in healthcare traveler tax law.

Providing the "CFO-level" infrastructure needed to manage the transition from employee to independent business owner.

As a freelancer or independent contractor, you are the talent, the marketing department, and the CFO. We take the "CFO" burden off your plate. From calculating quarterly estimated taxes to identifying every possible deduction, we help you turn your gig into a sustainable, wealth-building machine.

Persona Profile: "The Independent Professional"

• Name: Alex, Freelance Graphic Designer & Consultant

• The Situation: Alex transitioned from a full-time agency job to 1099 work. Business is booming, but their finances are a "shoebox of receipts" and a confusing spreadsheet.

• The Pain Points: Alex never knows how much to set aside for taxes and is often hit with a massive, unexpected bill in April. They want to save for retirement but don’t know which vehicle (SEP IRA, Solo 401k) is best.

• How We Help: We provide Alex with real-time tax liability tracking, automated expense categorization, and advisory services to help them set up the right retirement accounts and maximize their "Qualified Business Income" deductions.

Delivering the financial backbone and strategic insights required to scale operations and optimize profitability.

Strategic financial infrastructure for growth. For the established business, "doing the books" isn't enough. You need high-level financial strategy, seamless payroll, and proactive tax planning. We serve as your integrated back office, providing the insights you need to scale without the overhead of a full-time finance department.

Persona Profile: "The Scaling Entrepreneur"

• Name: Jordan, Owner of a Boutique Marketing Agency

• The Situation: Jordan has a team of five employees and ten contractors. The business is generating $1M+ in revenue, but Jordan is still spending weekends on payroll and bookkeeping.

• The Pain Points: Jordan is losing sleep over cash flow management and doesn't have the data to decide if they can afford their next big hire. They need more than a bookkeeper; they need a strategic partner.

• How We Help: We offer Jordan an all-in-one dashboard that integrates payroll, bookkeeping, and tax strategy. Our advisors meet with Jordan monthly to review cash flow forecasts and provide the data-driven confidence needed to scale the business.