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The Mantle Model
The old model is broken. We built something better.
Big Four trained, Main Street focused. We came up at the top firms in the world — Deloitte, KPMG, PwC — and learned the craft serving the most sophisticated companies in America. Then we left to bring that same standard to the businesses that build, hire, and grow on Main Street.
Because the old model is running out of road. It was built on silos — a bookkeeper in one corner, a tax accountant you see once a year in the other, and no one connecting the two. Meanwhile technology is streamlining the manual work — the data entry, the reconciliations, the routine compliance — and that's a good thing. It frees a CPA to focus on what actually moves your business: tax strategy, financial operations, real planning — the higher-value work the old model never had room for.
The new model is ingrained in your business. Mantle isn't someone you call at tax time — we're a licensed CPA embedded in your business all year: modernizing your back office, running your financial operation, working your tax strategy every month, and helping you scale. An accountant is no longer just the numbers guy — done right, we're the entire financial apparatus of your company. A new generation of CPAs, building for the way business works now.
And we don’t disappear after April. You have a licensed CPA in your corner throughout the year—not a stranger you meet once annually, but a partner who knows your business inside and out, understands the story behind the numbers, and is there with you as you grow.
Because the old model is running out of road. It was built on silos — a bookkeeper in one corner, a tax accountant you see once a year in the other, and no one connecting the two. Meanwhile technology is streamlining the manual work — the data entry, the reconciliations, the routine compliance — and that's a good thing. It frees a CPA to focus on what actually moves your business: tax strategy, financial operations, real planning — the higher-value work the old model never had room for.
The new model is ingrained in your business. Mantle isn't someone you call at tax time — we're a licensed CPA embedded in your business all year: modernizing your back office, running your financial operation, working your tax strategy every month, and helping you scale. An accountant is no longer just the numbers guy — done right, we're the entire financial apparatus of your company. A new generation of CPAs, building for the way business works now.
And we don’t disappear after April. You have a licensed CPA in your corner throughout the year—not a stranger you meet once annually, but a partner who knows your business inside and out, understands the story behind the numbers, and is there with you as you grow.
What you get
Three levels of ongoing 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.
Our three service levels are designed to embed Mantle in your business at the depth you need.
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.
Every package is tailored to your business. We work together to customize the scope around what you need.
ALSO AVAILABLE
One-Time Projects & On-Demand Support
Tax Returns
We prepare business and individual tax returns with the Mantle touch: a thoughtful review, a clear explanation of what we're seeing, and practical recommendations for the year ahead.
For newer businesses that may not yet need a full monthly engagement, one of our favorite approaches combines tax preparation with a set number of advisory hours throughout the year — giving you an experienced CPA to call when questions arise, along with support for QuickBooks, bookkeeping, tax decisions, and other financial matters as the business develops.
For newer businesses that may not yet need a full monthly engagement, one of our favorite approaches combines tax preparation with a set number of advisory hours throughout the year — giving you an experienced CPA to call when questions arise, along with support for QuickBooks, bookkeeping, tax decisions, and other financial matters as the business develops.
Advisory Hours & Decision Support
Sometimes a business is facing a significant decision and wants an experienced CPA involved throughout the process. Mantle helps you evaluate the options, understand the financial and tax implications, and work through the decision with greater clarity.
When appropriate, we prepare a written memorandum documenting the facts, assumptions, analysis, and recommended course of action — giving you a clear record of the process if the decision is ever reviewed or questioned later.
When appropriate, we prepare a written memorandum documenting the facts, assumptions, analysis, and recommended course of action — giving you a clear record of the process if the decision is ever reviewed or questioned later.
S-Corp Election & Tax Structuring
High Impact
The S-corp election is one of the highest-impact tax moves a business can make.
We run the S-corp analysis — the right salary-to-distribution split that cuts self-employment tax — and layer in a retirement strategy like a solo 401(k) or profit sharing that can save tens of thousands more a year. Beyond the S-corp, we also help with other forms of restructuring, entity conversions, and elections as your business scales.
We run the S-corp analysis — the right salary-to-distribution split that cuts self-employment tax — and layer in a retirement strategy like a solo 401(k) or profit sharing that can save tens of thousands more a year. Beyond the S-corp, we also help with other forms of restructuring, entity conversions, and elections as your business scales.
Financing Support, Acquisitions & Sales
Financing a major asset, or buying or selling a business? When you need capital, we build the lender-ready package — clean financials, projections, and the story behind the numbers — so you walk in prepared and get to yes faster.
On the buy side we pull apart the target's numbers — quality of earnings, real margins, hidden liabilities — so you know exactly what you're paying for. On the sell side we get your financials deal-ready and defensible, so you command the price you've earned
On the buy side we pull apart the target's numbers — quality of earnings, real margins, hidden liabilities — so you know exactly what you're paying for. On the sell side we get your financials deal-ready and defensible, so you command the price you've earned
IRS Representation & Audit Defense
A notice you weren't expecting, or a full audit? A licensed CPA stands between you and the IRS — handling the correspondence, the documentation, and the defense — so you never face them alone.
Financial Cleanup & Systems Rebuild
Behind on the books, or running on a system that fights you? We rebuild your finances from the ground up — clean, current, and on a modern, automated stack — so you're tax- and audit-ready with numbers you can run the business on.
Don’t see exactly what you need?
The projects above are examples, not an exhaustive list. If you have a specific accounting, tax, financial, or business need, reach out and share your need. We will let you know how Mantle can help.
The projects above are examples, not an exhaustive list. If you have a specific accounting, tax, financial, or business need, reach out and share your need. We will let you know how Mantle can help.