Sorry, I’m NOT currently accepting new tax/accounting clients.
Let’s build together
The Side Hustle Generation is here. 67% of millennials and Gen Z have or will start a side hustle in the next few years.
If we have any chance of building new businesses and accumulating wealth, we need effective tax and accounting strategies.
Let’s leverage technology and take a pragmatic approach to your needs that scales with you.
Services
ACCOUNTING & CFO SERVICES
| Crawl Bookkeeper | Walk Controller | Run CFO |
|---|---|---|
| Best for bootstrapped or Seed-staged startups | Best for post-revenue or funded ~Series A startups | Best for scaling and/or you have in-house accountant(s) |
| – Strategic onboarding – Cash-basis accounting – Accounting software selection & implementation (basic) – Bookkeeping & reconciliation – Basic payroll (up to 3 employees or up to 1 state) – Consultation hours | Everything in Crawl plus: – Modified-cash & accrual accounting – A/R & A/P software selection & implementation (basic approval workflows) – Payroll (up to 10 employees or up to 3 states) – Budgeting & variance – Outsource Controller – More consultation hours & Slack | Everything in Walk plus: – GAAP accounting – FP&A – Pricing advisory, COGS & unit economics analysis – Sales pipeline & funnel financial analysis – Financial risk assessment & internal controls – GAAP audit support – Operational Advisory (professional services) |
| Recommended add-ons – Tax strategy and entity selection (LLC v. S Corp) – Employee vs. independent contractor analysis | Recommended add-ons – Reasonable compensation tax analysis (S Corp owners) – Project accounting | Recommended add-ons – Revenue recognition (ASC606) – Equity compensation support – SOC2/ISO270001 support |
TAX SERVICES
| Individual Tax | Business Tax |
| Tax planning & preparation Tax projections IRS representation Personal finance (CFP) collaboration Personal Financial Statements Mortgage application support Social security benefits planning Child compensation & Roth IRA analysis | Tax planning & preparation Entity selection (“LLC vs. S Corp) Reasonable compensation analysis Multi-state Rental real estate R&D tax credits advisory Partnership allocation & basis tracking Business acquisition/sell advisory (Asset v. Stock sale) Non-profit tax preparation |
About Me
CV
Proud 2nd generation CPA.
MAcc from the University of Florida. Go Gators.
Ex-Big 4 – EY FSO Tax, NYC
Tax Analyst & Assistant Controller, multi-B hedge fund
Burton & Co CPAs NYC, founder
Global Controller, AdTech startup
CFO, large digital marketing agency
WHAT I CARE ABOUT
Empowering people to build businesses and optimize their taxes.
Educating people about personal finance and professional growth.
Advocating for tech and AI to improve the accounting profession.
DAVE BURTON, CPA 