Give our team a call at (803) 361-7960 Or send us an email at info@mantleadvisorygroup.com

Accounting, Tax & Advisory for the Businesses that Drive America

Licensed CPAs with Big 4 backgrounds running the numbers behind your financials. Fixed monthly fee. Owner-grade clarity.
Desk with coffee cup, calculator, pen, plant, and scattered financial documents in sunlight.
WHY MANTLE EXISTS

The companies that actually run America deserve the same financial leadership the Fortune 500 takes for granted.

The plumber with four trucks. The orthodontist serving an entire town. The brewery feeding half the neighborhood. These are not small businesses. These are the businesses that build, fix, feed, and care for the country - and the engine of every local economy in it.

They run on the same fundamentals as a billion-dollar company. Margin. Cash. Capital. People. Yet most of them are flying blind-handed a P&L they can't read by a bookkeeper checking boxes, and a tax return filled out by a CPA they meet once a year in April. That's not finance. That's compliance.
What you get

A real CPA in your corner — at the level you need.

Start with clean books you can trust. Move up as the business grows. One licensed CPA does the work at every level — not a once-a-year stranger.

Year-Round Tax

$230
/mo
Starting at
Proactive tax all year — so the moves that lower your bill happen before April, not after.
Includes all of the following:
We file your business tax return — done right and on time
Quarterly estimates handled — what to set aside, and when to pay it
Year-round tax strategy, not a once-a-year scramble
We plan the moves before December 31, while they still count

The Books

$360
/mo
Starting at
Clean, current books and financials you can finally trust.
Includes all of the following:
Monthly books — kept clean, current, and reconciled
You get your numbers every month — what you made, what you spent
The few numbers that actually matter, pulled out for you
A sit-down with us every quarter to walk through it

Books & Taxes

$530
/mo
Starting at
Your books and your taxes, working together — bundled, simplified, and built so each one strengthens the other.
Everything in The Books and Year-Round Tax, plus:
Both engagements bundled — at a discount to buying them separately
One licensed CPA running your books and your return — no handoffs, no gaps
Your books and your tax strategy talk to each other all year long
Year-end is a non-event because we've been ready for it since January

The Controller

$950
/mo
Starting at
So you can focus on running your business — we'll handle the financial operations.
Everything in Books & Taxes, plus:
We assess your current financial operations, then streamline and transform them to scale with your business
Weekly bookkeeping — upgraded from monthly
Payroll run and reconciled — filings, W-2s & 1099s
Accounts payable — bills paid on time
Accounts receivable — invoices sent & tracked
Rolling cash flow forecast & burn rate — always know what's coming
Monthly working session — we run through your financials and operations together, so you always know where the business stands and what's next
Fractional CFO

The CFO

$1,640
/mo
Starting at
Detailed, next-level financial insights drilled down to your business-previously reserved for only the largest companies in America.
Everything in The Controller, plus:
Financial numbers most small businesses never get to see your results broken down by job, by customer, by location
A clear read on which work actually makes you money, and which jobs are quietly costing you
A forward plan built on clean numbers- where to spend, where to invest, where to pull back
The numbers run before every big move, so you know whether you can afford the hire, the loan, or the slow season before you commit
A yearly budget plus a simple monthly check on how you're tracking against it-explained in plain language
Guidance on financing, paying yourself, major purchases, and planning your eventual exit
Call us when you need us - strategy sessions and one-off projects. We're here for you

Year-Round Tax

$230
/mo
Starting at
Proactive tax all year — so the moves that lower your bill happen before April, not after.
Includes all of the following:
We file your business tax return — done right and on time
Quarterly estimates handled — what to set aside, and when to pay it
Year-round tax strategy, not a once-a-year scramble
We plan the moves before December 31, while they still count

The Books

$360
/mo
Starting at
Clean, current books and financials you can finally trust.
Includes all of the following:
Monthly books — kept clean, current, and reconciled
You get your numbers every month — what you made, what you spent
The few numbers that actually matter, pulled out for you
A sit-down with us every quarter to walk through it

Books & Taxes

$530
/mo
Starting at
Your books and your taxes, working together — bundled, simplified, and built so each one strengthens the other.
Everything in The Books and Year-Round Tax, plus:
Both engagements bundled — at a discount to buying them separately
One licensed CPA running your books and your return — no handoffs, no gaps
Your books and your tax strategy talk to each other all year long
Year-end is a non-event because we've been ready for it since January

The Controller

$950
/mo
Starting at
So you can focus on running your business — we'll handle the financial operations.
Everything in Books & Taxes, plus:
We assess your current financial operations, then streamline and transform them to scale with your business
Weekly bookkeeping — upgraded from monthly
Payroll run and reconciled — filings, W-2s & 1099s
Accounts payable — bills paid on time
Accounts receivable — invoices sent & tracked
Rolling cash flow forecast & burn rate — always know what's coming
Monthly working session — we run through your financials and operations together, so you always know where the business stands and what's next
Fractional CFO

The CFO

$1,640
/mo
Starting at
Detailed, next-level financial insights drilled down to your business-previously reserved for only the largest companies in America.
Everything in The Controller, plus:
Financial numbers most small businesses never get to see your results broken down by job, by customer, by location
A clear read on which work actually makes you money, and which jobs are quietly costing you
A forward plan built on clean numbers- where to spend, where to invest, where to pull back
The numbers run before every big move, so you know whether you can afford the hire, the loan, or the slow season before you commit
A yearly budget plus a simple monthly check on how you're tracking against it-explained in plain language
Guidance on financing, paying yourself, major purchases, and planning your eventual exit
Call us when you need us - strategy sessions and one-off projects. We're here for you
Sean

Meet

Sean

Managing Partner | Delivery Lead | CPA
Erin

Meet

Erin

Partner | Client Development | CPA

A conversation with a CPA is one click away

The financial insight the largest companies pay full teams for — now reaching Main Street America.