Stop Guessing Your Profits. Start Scaling with Clarity.

MBA-led bookkeeping and strategic insights designed to increase your margins and fix your cash flow. Get the financial partner your growing business deserves.

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Built for Businesses That Need Clear, Reliable, and insightful Financials

At Tao’s Core Co., we help small and midsize businesses get clean books, accurate financial reporting, and data-driven financial insights. You get organized financials and strategic support that make decision-making easier and growth more predictable.

Common clients include e-commerce brands, restaurants, creative studios, wellness companies, medical practices, and local service businesses.

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Premium Bookkeeping

$500-$1,500/month

Perfect for small businesses and startups that need reliable monthly bookkeeping, accurate financial statements, and organized records.

Includes:

  • Monthly bookkeeping services

  • Bank and credit card reconciliations

  • Accurate monthly financial reconciliations

  • Categorized expenses

  • Email support for bookkeeping questions

  • Tax ready year-end Package

Clear, Transparent Service Packages

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Bookkeeping + Financial Insights

$1,200-$2,500/month

Ideal for businesses that want accurate books plus data-driven financial insights to improve profitability, pricing, and cash flow. This is a step above standard bookkeeping and tailored for growing companies.

Includes:

• Monthly financial review call

• KPI and performance dashboard

• Margin analysis and profitability review

• Pricing strategy guidance

• 13-week cash flow forecast

• Spend optimization recommendations

Apply for B&F Services

Strategic Finance Partner

$2,500-$6,500/month

Built for founders who need deeper financial planning, forecasting, and decision support without hiring a full-time CFO. Designed for businesses seeking long-term clarity, investor readiness, and smarter strategic decisions.

Includes:

• Full cash flow forecasting

• Annual and quarterly budget planning

• Custom financial models and projections

• Scenario modeling and sensitivity analysis

• Investor materials preparation (pitch-ready financials)

• Unit economics and special project analysis

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A Simpler, Smarter Approach to Financial Management

Step 1 — Diagnose

We review your books, cash flow, and operational bottlenecks.

Step 2 — Clean & Stabilize

We fix the financial foundation so your numbers are reliable.

Step 3 — Build Insight

We build clear dashboards, projections, and reports that are easy to understand.

Step 4 — Grow With Strategy

CFO-level advisory to guide pricing, hiring, spending, and scaling.

Most small businesses don’t fail from lack of effort—they fail from financial blind spots. The Tao Method replaces chaos with clarity by integrating meticulous bookkeeping, expert analysis, and operational strategy into one high-impact system.

About Tao’s Core Co.

Founded in Los Angeles, Tao’s Core Co. offers expert financial management for growing businesses.

With an MBA in Finance & Accounting, experience across bookkeeping, operations, and financial strategy, and currently pursuing my Certified Public Accountant (CPA) license, I help business owners understand their numbers, lower their stress, and make smarter data-driven decisions.

This firm was built with one goal: to bring clarity, organization, and strategic direction to business owners who need a trusted financial partner.