Your Growth Partner

Helping S-corp CEOs and founders keep more cash, gain clarity, and grow with tailored CFO, accounting, and tax support

Stay Compliant Without the Headache

Back-office bookkeeping and S-corp compliance so you stay on track and out of trouble, without wasting your time in the weeds.

Keep More Cash, Pay Less Tax

Year-round proactive tax planning and multi-state compliance that helps S-corp CEOs and founders reduce their tax bill and put more money back into growth.

Your Fractional CFO Partner

Advisory and forecasting support that gives you the clarity and confidence to make smarter decisions as you grow.

Cool tech… warm-hearted solutions to grow your business…

Your Full Back-Office Team

Comprehensive remote accounting solutions that replace the need for in-house staff. Perfect for sole shareholders and small teams who want to hand off the back office and focus on growth.

Future-Focused Guidance

Year-round cash flow management, forecasting, and proactive support so you can make confident decisions quickly and drive sustainable growth.

Keep More of What You Earn

We work with you year-round to design and implement proactive S-corp tax strategies, ensuring you maximize credits, minimize surprises, and keep more cash in your business.

Compliance Without the Stress

From corporate S-corp returns to personal filings for owners, we prepare your returns accurately and on time — so you can file with confidence and stay focused on running your business.

Accurate Records, Clear Decisions

We keep your QuickBooks Online up-to-date and your records clean, ensuring seamless tax prep and financial reporting that you can actually use to run your business.

Reasonable Compensation Analysis

Detailed, data-backed analysis of industry benchmarks, location, and job roles to make sure your S-corp salary meets IRS guidelines and protects you in the event of scrutiny.

Partner Success Stories...

“Impeccable organizational, accounting, tax, human resources, and technological skills.”

“Rose’s impeccable organizational, accounting, tax, human resources, and technological skills have been invaluable to the success of many of my small business clients over the 10 years we have worked together... ...I have seen Rose make sense out of poorly kept records by establishing sound processes, skillfully represent clients under audit, navigate sensitive employment issues, and guide clients as they grew their businesses... ...I would highly recommend Rose to any business that seeks to partner with an accountant whose business acumen will free them to focus on what makes their business successful.”
Carole OwenbyCPA

“Efficient, utterly competent, and I’m sure will frequently save a business more than she charges for her services.”

“As an independent inventor, my business is somewhat non-standard and sometimes rather complicated... ...Without her guidance and tax planning assistance, I would have certainly paid my taxes incorrectly, and I would have paid too much. Rose gets it right. I highly recommend her for any and all kinds of challenging work in business consulting and accounting. She is efficient, utterly competent, and I'm sure will frequently save a business more than she charges for her services.”
Paul VoInventor & Product Developer

“Without her dedication and support, I would’ve been lost in a world of corporate expectations and demands.”

“Rose came through! She was quick to understand the scope of our company and its financial reporting requirements. Her persistence, patience and guidance provided me with the knowledge necessary to fulfill and exceed the expectations and demands in my Finance Manager position... ...Rose's coaching and tutoring gave me the confidence that I required in my new role. She was my mentor in more than just finances--she became a loyal confidante, friend and a strong, firm coach. She's one-of-a-kind!”
Bessy FarmerFinance Manager

“Amazing accountant and business advisor!”

“Rosalie is an amazing accountant and business advisor! She is very talented, easy to work with and is incredible with the details. I highly recommend Rosalie for anyone who is looking for a highly invested business partner to help with accounting and any other business matters that come with being self employed.”
Julie DurigaCPA

“Professional, conscientious, and trustworthy.”

“Rose is professional, conscientious, and trustworthy. I have complete confidence in her and know that she’s taking good care of our business. And to top it off, she’s a pleasure to work with.”
Jeff DaltonFounder & Architect

“Extremely knowledgeable about accounting and small business finance.”

“I have worked with Rose for several years and have also attended some of her classes. She is extremely knowledgeable about accounting and small business finance. Rose has always been very patient and taken the time to explain any difficult concepts related to my small business... ...Would highly recommend Rose!”
Emily LeeWagville

“I trust her 100%…”

“...I have known Rose since 2002... ...she is thorough, responsive, a top communicator, and a pleasure to talk with. I trust her 100% and recommend her highly.”
Eric McDonaldPrincipal, McDonald Structural Engineering

“Wonderful accountant and all around great person.”

“...She has been selflessly researching, sharing, and checking in on her community for years...”
Camilla CalnanCamilla Calnan Photography

“Always looking to add value…”

“Rose Lulis is the epitome of professionalism, depth and proactivity. Always looking to add value to her clients and the people that she advises. She is very invested in making you succeed.”
Gary & Francisco, Co-FoundersContemporaneo Gallery