New model for a new era.

Accounting. Advisory. Tax.

Low cost, transparent pricing dedicated to helping entrepreneurs organize, streamline, and grow their business.


“Behind every good business is a great accountant

Partnering with the right accountant could be the difference between closing down or exponential growth.

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Small Business

We work with businesses of all types to solve their accounting needs. Bookkeeping, tax planning, tax prep & filing — we got you covered.

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Entrepreneurs

Owning a business is no easy task. We get it. There are so many elements to keep straight, and energy is limited. Invest yours in growing & leave the finances to us.

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Startups

Running a startup is 24/7. Every decision is crucial for survival. We can be the eyes and ears of your budget.

 

Independence Never Felt So Good

Say goodbye to expensive employees and oversized accounting firms forever.

 

Save Money 💰

The current average salary of a senior staff accountant is over $75,000 per year plus benefits.

Maintain Flexibility 💪🏻

Sometimes workloads fluctuate throughout the year. Working with an independent contractor keeps you agile and not beholden to the salary of a full time employee.

Efficiently Scale 📈

As your business grows so can our services. Upgrade your plan at anytime to effectively manage your ever changing scope of work.

“Accounting is the language of business.”

Work with someone that speaks it fluently.

 

Save Time

  • Focus on operations

  • Focus on marketing & sales

  • Make key decisions with streamlined financials

Plan

  • For asset purchases

  • For large expenses

  • For tax liabilities

  • For cyclical sales changes

Grow

  • Extra time for business

  • Informed decision making

  • Maximize tax deductions

  • Getting the most out of your money

 

How It Works

Click each tab below for more info.

 
  • You can call, email, or book directly through our Calendly link.

  • Client provides Castle Rock an overview of their major needs and/or problems during a 30-60 minute call.

  • Castle Rock develops a client-specific plan to correct MSPs (Most Serious Problems) first (i.e. tax compliance takes priority over financial statement review).

  • Client agrees to the plan and CRC starts work based on MSPs and timeframe.

  • Final deliverables sent to client for review and additional requests.

  • Castle Rock provides client specific advice for future considerations and/or planning based on original work and industry expertise.

What people are saying

Accounting & Bookkeeping

Financials, reconciliation, strategy development, & more

Consulting

Tax planning & client advisory services

Taxes

Planning, Preparation, & Filing