Profit Solutions: Stop Being Penny Wise and Pound Foolish

Here's What's Actually Happening

Your Bookkeeper

Categorizes transactions
Doesn't understand your tax situation
Doesn't know what deductions matter
Works in isolation

Your CPA

Files your return once a year
Never sees your monthly P&L
Doesn't know your business operations
Works in isolation

You

Coordinate quarterly estimates yourself
Connect dots between bookkeeper and CPA
Nobody's helping you plan ahead
Bridge the gaps alone

The Result

Everyone's doing their job. Nobody has complete understanding.

$20K-$45K

Lost in the gaps every year.

Why This Happens

It's not a people problem. Your CPA is probably competent. Your bookkeeper is probably fine. It's a structure problem.

CPAs charge $300-$500/hour.

So you minimize contact. You don't have them at monthly bookkeeping meetings. You don't call them for quarterly planning. You save their time for the big moment: filing your return.

Result: Your CPA never sees your full picture. Your bookkeeper doesn't understand your tax situation. Nobody's coordinating. And you're losing $20K-$45K because of it.

That's being penny wise (saving hourly CPA fees) and pound foolish (losing $20K-$45K in tax savings).

Integration Is The Only Way This Works

When bookkeeper → planner → preparer work together with complete understanding, they catch what fragmentation misses.

Bookkeeper

Understands tax implications

→

Tax Planner

Sees monthly operations

→

Tax Preparer

Has complete picture

= Nothing lost in the gaps

Our system takes your finances off your plate and mind, and puts them back where they belong: in your pocket.

Two Ways We Deliver Integration

Tax Essentials

For businesses earning $150K-$400K profit

Your current fragmented approach: $5K-$9K/year

What you're losing in the gaps: $20K-$45K/year

Real cost: $25K-$54K/year

Our integrated system: $9,360-$14,760/year

Monthly bookkeeping (sees tax implications)
Quarterly planning (sees operations)
Annual preparation (has complete picture)
QuickBooks Online included
One team, complete understanding

$15K-$35K

Annual tax savings

Net after our fee: +$5K-$20K in your pocket

See How Tax Essentials Works

Tax Architecture

For $400K+ household income OR $1M+ business revenue

Your "good" CPA: $5K-$8K/year

What they're missing: $100K-$500K/year

Real cost of cheap: $105K-$508K/year

Our integrated system: $24,360-$60,360/year

Rick Abdallah (EA, CPA, JD, MBA)
Entity optimization
Defined benefit plans ($200K+ contributions)
Cost segregation studies
Multi-entity structures
Complete integration, complete picture

$100K-$500K+

Annual tax savings

ROI: 4-15X (Guaranteed)

See If You Qualify

Real Client Results

"I thought my CPA was doing fine..." Here's what they discovered after switching to integration.

DM

Dr. Michael Chen

Anesthesiologist, Houston

"My previous CPA was great at filing on time. I had no complaints. Then Rick found $284K in retirement contributions I was missing and another $168K through cost segregation on my rental properties. In one year, he found more than I paid my old CPA in 15 years."

First Year Savings: $337,000

SJ

Sarah Johnson

Attorney, Denver

"I'm a lawyer. I review contracts for a living. I still didn't realize how much my fragmented tax setup was costing me. My bookkeeper and CPA never talked. Integration caught $27K in the first year just from coordination."

Annual Savings: $27,600

TR

Tom Rodriguez

HVAC Contractor, Phoenix

"Nobody told me I could write off actual vehicle expenses instead of mileage. Nobody told me about Section 179 timing. My old setup wasn't bad—it just wasn't coordinated. That cost me $31K a year."

Annual Savings: $31,400

"But My CPA Is Great..."

We hear this constantly. Your CPA probably IS great—at filing returns.

The problem isn't competence. It's structure. Even excellent CPAs can't deliver integration when they're charging by the hour and only seeing your books once a year.

Here's what even great CPAs miss without integration:

Retirement Optimization

Why they miss it: Your CPA asks "what did you contribute?" They don't analyze if you could have contributed $200K+ through a defined benefit plan instead of the $23K 401(k) limit.

Missed: $60K-$120K/year

Timing Strategies

Why they miss it: They see your December income in March when they file. Too late to defer. Too late to accelerate expenses. The opportunities closed months ago.

Missed: $8K-$25K/year

Entity Structure

Why they miss it: They file what you have. They don't analyze if S-Corp vs LLC vs multiple entities would save $40K annually. "If it ain't broke..."

Missed: $15K-$85K/year

Integration isn't about firing your CPA. It's about fixing the system that prevents even good CPAs from seeing your complete picture.

Why 24-36 Months?

Tax Essentials requires 24 months. Tax Architecture requires 36 months. This isn't arbitrary—it's how tax optimization actually works.

Year 1: Optimize

We analyze your situation, implement strategies, and file your first optimized return. You see savings immediately, but we're also setting up multi-year strategies.

Year 2: Prove It

Second tax season validates the strategies. Quarterly planning prevents backsliding. Integration becomes routine. You see the compound effect.

Why Not Annual?

One-year contracts incentivize maximizing THIS year's bill, not YOUR long-term savings. We're betting on your success over 2-3 years. That alignment matters.

Most clients stay 5+ years because the service pays for itself. The commitment just ensures we're both invested in long-term results.

How Fragmentation Costs You

Physicians

Fragmented: Bookkeeper tracks practice income. CPA files once yearly. Nobody optimizing W-2 vs distributions. Nobody coordinating real estate depreciation with practice income.

Integrated: We catch $18K-$32K (TE) or $300K-$600K (TA) because we see the complete picture.

See Physician Solutions →

Attorneys

Fragmented: Partner draws tracked separately. Firm expenses separate from personal. CPA doesn't see partnership structure when planning.

Integrated: We catch $20K-$35K (TE) or $350K-$550K (TA) through partnership optimization.

See Attorney Solutions →

Financial Advisors

Fragmented: Managing $50M AUM. Behind on own books. CPA doesn't understand SSTB rules, management company benefits, or QBI phase-outs.

Integrated: We catch $17K-$30K (TE) or $340K-$520K (TA) through QBI optimization.

See Advisor Solutions →

Entrepreneurs

Fragmented: Multiple entities. Various income streams. CPA sees final numbers but never the operational context that creates planning opportunities.

Integrated: We catch $16K-$34K (TE) or $300K-$700K (TA) through entity optimization.

See Entrepreneur Solutions →

Real Estate Investors

Fragmented: Tracking properties in spreadsheets. CPA takes straight-line depreciation. Nobody running cost segregation studies. Nobody optimizing across portfolio.

Integrated: We catch $19K-$36K (TE) or $300K-$900K (TA) through cost segregation.

See Real Estate Solutions →

Small Business Owners

Fragmented: Dentists, contractors, consultants, restaurants. DIY books at midnight. Catch-up CPA once yearly. Nobody planning proactively.

Integrated: We catch $15K-$32K annually through quarterly planning and proper coordination.

See Small Business Solutions →

Penny Wise. Pound Foolish.