Advisory, Accounting & Tax

Strategic, pro-active solutions that grow your business

Plan Wisely. Live Boldly.

Purposeful, year-round tax planning

Cool tech, warm-hearted solutions to grow your business...

Virtual CFO

Part-time, pro-active support to grow your business. This is a full-service advisory and accounting solution customized to your business.

Business Taxes

Tax preparation for businesses taxed as S corps, partnerships and sole proprietors.

Tax Planning

Ongoing tax planning support throughout the year, including estimated tax payment calculations.

Business Accounting

Customized accounting solutions for your unique business.

Systems Setup

Accounting & payroll systems setup and training for your new or existing business.

Personal Taxes

Individual income tax preparation for business owners.

Don't just take my word for it...

Here's what clients have to say:

"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 Owenby, CPA

"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 Duriga, CPA

"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 Vo
Inventor & 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 Farmer, Finance Manager

"Tremendous peace of mind..."

"Since working with Rose, I have tremendous peace of mind... ...I would highly recommend Rose to any small business owner, sole proprietor, or freelancer needing to develop accounting systems to make your business run more smoothly."
Francie Genz, Founder & CEO
Institute for Networked Communities

"Sincere caring and warm humanity with unmatched expertise..."

"Rose blends sincere caring and warm humanity with unmatched expertise and professional curiosity. I always feel taken care of when she's on the case, especially when things get hectic or esoteric!"
Kasem Rodriguez Mohsen, Founder
Bustelo Group

"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 Dalton, Founder & President
Rowhouse Architects

"I trust her 100%..."

"...Thorough, responsive, a top communicator, and a pleasure to talk with. I trust her 100% and recommend her highly."
Eric McDonald, Principal
McDonald Structural Engineering

"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-Founders
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