YOU FOCUS ON YOUR BUSINESS. WE'LL HANDLE THE COMPLEXITY.
Stop stressing over accounting, taxes, IRS audits, and financial planning. We bring Ex-Big 4 precision to your accounting, giving you the peace of mind and clarity to grow your business.
Your full-cycle accounting and tax strategy, handled by one team year-round.
Ava Shim, CPA | Managing Member (Ex-EY & CohnReznick )
EX-BIG 4 & NATIONAL FIRM TECHNICAL DEPTH | DIRECT 1:1 PARTNER ENGAGEMENT | OFFICES IN WA, TX, FL & D.C. — SERVING CLIENTS NATIONWIDE
Our Core Services
Strategic Financial & Tax Solutions
Strategic Business Tax & Entity Structuring
PTE tax optimization, S-Corp / C-Corp / LLC modeling,
Proactive tax minimization,
Quarterly Tax Review
Accounting Service & Fractional CFO
GAAP-standard closes,
Burn modeling & runway,
Dashboard reporting,
Monthly KPI & margin analysis
Multi-State Tax & Remote Nexus Advisory
Nexus compliance, State apportionment, Audit defense
Executive Wealth & Tax-Advantaged Retirement
Cash Balance plans, Wealth protection, Exit planning,
Trust, estate tax strategy
Trusted across diverse sectors: Medical & Dental Practices, Venture Startups, Real Estate Partnerships, and Business Owners
J.L., MD | Board-Certified Dermatologist
"We wrote off our clinical laser systems early on, but when we upgraded two years later, it turned into a massive tax bomb nobody warned us about. Ava walked me through exactly why it happened—relying on a disconnected bookkeeper and tax preparer had left our clinic completely exposed. She eliminated those blind spots entirely, and having proactive, year-round strategy under one roof ended our annual April panic for good."
T.G., Founder & CEO| Early-Stage Venture Startup
"After we closed our round, I stressed every time money went out the door. Once I started working with Ava, that worry just disappeared, and now I can focus on getting to Series A. We tried a few firms, but she's the only one who really got what a startup is like."
E.W. | Real Estate Developer & Portfolio Landlord
"When we were picking a CPA firm for our portfolio, Ava's background stood out: Big Four plus CohnReznick. Best decision we've made. She's lived leasing, property management, and development firsthand, so she understood our world from day one. Her work is impeccable."