Business finances on autopilot
Taxes, CFO services and bookkeeping for entrepreneurs and their growing businesses
Trusted by
Scaling a business is hard, don't waste time on accounting and taxes. We'll do that for you.
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.
What we offer
What we offer
Next-level CFO and tax advisory built to protect your cash flow, boost EBITDA, and power growth that lasts.
Next-level CFO and tax advisory built to protect your cash flow, boost EBITDA, and power growth that lasts.
Tax Planning
Continuous planning and tax management to ensure that you pay the least amount of tax legally every year
Tax Planning
Continuous planning and tax management to ensure that you pay the least amount of tax legally every year
Tax Planning
Continuous planning and tax management to ensure that you pay the least amount of tax legally every year
CFO Services
Make business decision with precision based on your business real-time financial data compiled by our experts
CFO Services
Make business decision with precision based on your business real-time financial data compiled by our experts
CFO Services
Make business decision with precision based on your business real-time financial data compiled by our experts
Bookkeeping
Spend more time building your business, not on your books. Flexible bookkeeping that grows alongside your business
Bookkeeping
Spend more time building your business, not on your books. Flexible bookkeeping that grows alongside your business
Bookkeeping
Spend more time building your business, not on your books. Flexible bookkeeping that grows alongside your business
Business Taxes
Putting your Federal and State income tax filings, 1099s, and Franchise Tax filings on autopilot
Business Taxes
Putting your Federal and State income tax filings, 1099s, and Franchise Tax filings on autopilot
Business Taxes
Putting your Federal and State income tax filings, 1099s, and Franchise Tax filings on autopilot
Who we work with
Our clients range from small to medium sized businesses
Who we work with
Our clients range from small to medium sized businesses
Who we work with
Our clients range from small to medium sized businesses
Professional, medical and legal services
Professional, medical and legal services
Professional, medical and legal services
Real estate developers and investors
Real estate developers and investors
Real estate developers and investors
Startup founders and entrepreneurs
Startup founders and entrepreneurs
Startup founders and entrepreneurs
Private equity and portfolio companies
Private equity and portfolio companies
Private equity and portfolio companies
“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?