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Accounting, Tax & Advisory for the Businesses that Drive America
Licensed CPAs with Big 4 backgrounds handling your accounting, tax strategy, and financial back office year-round.
WHY MANTLE EXISTS
The companies that run America deserve the same financial leadership the Fortune 500 takes for granted
Mantle gives owner-led businesses one CPA-led firm for accounting, tax strategy, financial operations, and advisory. Large companies have long operated this way. Main Street businesses should be able to as well.
The regional plumbing company coordinating crews across the market, the orthodontic practice serving families throughout a community, and the brewery that has become a neighborhood gathering place are not “small” businesses. They build, fix, employ, serve, and care for the country, while operating on the same fundamentals as billion-dollar companies: margin, cash flow, capital, people, risk, and growth.
Yet too many are left to manage those fundamentals through separate bookkeepers, payroll providers, tax preparers, and advisors who rarely communicate. The books may get closed, payroll may get processed, and the tax return may get filed, but no one owns the whole picture.
Mantle connects the accounting to the tax strategy, the cash flow to the next investment, and the financial back office to where the business is going.
The regional plumbing company coordinating crews across the market, the orthodontic practice serving families throughout a community, and the brewery that has become a neighborhood gathering place are not “small” businesses. They build, fix, employ, serve, and care for the country, while operating on the same fundamentals as billion-dollar companies: margin, cash flow, capital, people, risk, and growth.
Yet too many are left to manage those fundamentals through separate bookkeepers, payroll providers, tax preparers, and advisors who rarely communicate. The books may get closed, payroll may get processed, and the tax return may get filed, but no one owns the whole picture.
Mantle connects the accounting to the tax strategy, the cash flow to the next investment, and the financial back office to where the business is going.
What you get
Three levels of support, built around your business
Our three service levels are designed to embed Mantle in your business at the depth you need—from accounting and tax strategy to a fully managed back office and CFO-level support.
We also offer select one-time engagements to solve immediate needs and meet you where you are today.
The Accountant
Your books and taxes, handled properly all year — not just in April.
Includes:
Clean monthly books and financial statements — current, reconciled, and accurate
Year-round tax strategy — the moves that lower your bill, planned before they're locked in
Quarterly estimated taxes — what to set aside, what to pay, and when
Sales tax filing and compliance — registration and recurring filing handled
Key metrics report every month — the numbers that actually matter for your business, pulled out and explained
Scheduled CPA check-ins and general consulting all year — cadence scoped to your preference, we work around you
A CPA who knows your business, not a stranger you meet once a year
For owners who want a CPA ingrained in their business — in the numbers all year, not a once-a-year filing.
Most Popular
The Modern Back Office
We modernize and run your entire financial operation — so you can run the business, not the back office.
Everything in The Accountant, plus:
A licensed CPA who doesn't just balance your books — we build the controls and oversight layers that bring speed, precision, and quality, so your numbers stay current and you're ready for whatever comes, with no waiting on a month-end or quarter-end close
A modernized finance stack, customized to you — we leverage the tools you already have and take them to the next level: automation, precision, and speed
Bills paid and invoices collected — accounts payable scheduled and paid on time, receivables chased so you get paid faster
Full payroll every cycle — wages, tax filings, W-2s, and 401(k) contributions
Compliance filings handled — 1099s, annual reports, registered agent, and state renewals, filed on time so you never lose good standing
For the operator spending more time in the back office than on the business — where manual, outdated processes quietly hold growth back. We take the entire operation off your plate and rebuild it modern and automated — a back office that keeps your business moving and grows right alongside it.
The CFO
Fortune 500-level financial leadership for businesses with real cost complexity — where knowing what you made isn't enough; you need to know what each job, client, or service line actually cost to deliver.
Everything in The Modern Back Office, plus:
Job and project level costing — the true cost of every job (labor, materials, subcontractors, overhead), so you know what you actually made after delivering the work, not just what you billed
Profitability by service line, client, crew, or location — see exactly which work makes money and which is quietly eating your margin
Estimate-to-actual variance — compare what you bid to what the job actually cost, so your estimating sharpens every cycle
Scenario modeling before major decisions — the hire, the equipment purchase, the new location — modeled before you commit
Annual budget built and tracked monthly — a real operating plan reported against actuals every month, in plain language
Forward-looking strategy — where to invest, where to pull back, where to push — grounded in your real cost data
A CFO in the seat with you — on call when something lands, and it's someone who already knows your numbers cold
For businesses with complex cost structures ready to scale. Know exactly what every job, client, and service line really costs — so you know where to spend your time, where to invest, and where to cut back — with a CFO in the seat beside you.
