Now taking on clients for 2026

Accounting that shows its work.

Theorem is a full-service accounting firm for owner-operated businesses. Your books, your payroll, and both returns, handled every month for one flat fee.

Talk to us

One firm for the books, the payroll, and the returns. One number on the invoice.

No hourly billing, no surprise charges
What you get

One firm instead of three

How it usually works
A bookkeeperCloses the month whenever the month gets closed.
A payroll serviceFiles the forms, and stops there.
A tax preparerMeets your books for the first time in March.

Three vendors, three invoices, and they meet each other once a year. Whatever falls between them lands back on your desk.

With Theorem
Theorem
  • Monthly bookkeeping and closeBy the tenth
  • Payroll coordinationEvery run
  • Business and personal returnsBoth, filed
  • Quarterly estimates and planningBefore each deadline
  • An accountant who answersSame day
One relationship. One invoice. One number you know before the month starts.
Who we work with

Businesses with an owner, not a finance team

Contractors and trades

Job costing that tells you which work is actually making money, and books that survive a busy season.

Clinics and practices

Books that keep up with insurance timing, and a payroll run you never have to chase down yourself.

Restaurants and retail

Daily sales, tips, and inventory reconciled without anyone on your team touching a spreadsheet.

Agencies, studios, and other owner-operated businesses are welcome too. If you sign the checks yourself, you are who we built this for.

What it feels like

The part you actually
notice

Theorem

Statement of Operations

March 2026 · prepared April 8

Revenue142,800
Cost of services86,140
Gross profit56,660
Operating expenses31,220
Net income25,440

Your books close by the tenth

The month is reconciled, categorized, and tied out while it is still fresh. You get a clean set of numbers early enough to actually use them.

Theorem

Memorandum

Re: adding a fourth technician · April 12

Yes, with room.

The last three months averaged $18,400 in profit, and payroll is running at 31% of revenue.

A fourth technician at $72,000 holds you under 40%, which is where this trade should sit.

Prepared and reviewed by your accountant

Ask anything. Get a straight answer

Bring us the real questions, like whether you can afford another hire. You get a specific answer built on your own numbers, not a callback next week.

Theorem

Schedule of Estimated Payments

Tax year 2026 · federal and California

Q1 · April 157,900Paid
Q2 · June 168,240Funded
Q3 · September 158,100Projected
Q4 · January 158,100Projected
Set aside to date16,140

Nothing surprises you in April

We track what you owe as the year happens and tell you what to set aside. The bill is never news, and the deadline is never a scramble.

Why we are different

Built to answer, not to bill

One flat monthly fee. No hourly billing, so the clock is not running when you call. You know the number before the month starts.

Your invoice, every month
  1. 1Bookkeeping and monthly closeIncluded
  2. 2Payroll coordinationIncluded
  3. 3Business and personal returnsIncluded

Nothing waits for March. Problems surface in week two instead of next spring, and the answer to how the year is going is never four months old.

What lands on your desk in April
  • A closed set of books
  • Statements you can act on
  • What to set aside for Q2
  • A note on anything that looked off
  • The margin on each job you ran
  • Answers to what you asked last week

Your numbers, always current. A live view of the business you can open any day of the month, instead of a folder of PDFs once a quarter.

Did we make money on the Whitfield job?
Yes. $14,200 in revenue against $9,650 in labor and materials, so 32% margin. That is your second best job this quarter.
Send me the breakdown before Thursday.
The relationship

The same person, all year

You are not filing a ticket or getting whoever happens to be free. One accountant learns your business, keeps your books, prepares and signs your returns, and is still the person you talk to in July when something changes.

They know what you do, who pays you, and why last March looked the way it did. Call, text, or email. You will never wonder what a question is going to cost.

How we work

Your accounting, handled

A short call, a straight answer on what it would cost. No obligation.

Talk to us