For Triangle Small Business Owners

Your accountant files your taxes. We plan around them.

Year-round tax strategy and bookkeeping for Triangle small business owners — not just April filers.

There's a difference between filing and planning. Calloway CPA does both — closing your books every month and working proactively to reduce what you owe before the deadline lands. Because paying less in taxes isn't luck. It's preparation.

◆Get a Free 20-Minute Review

Bring your last return · We'll show you what we'd do differently · No commitment

01 — Why this matters

Most small businesses overpay every single year.

If your accountant only shows up between January and April, you're not getting tax planning — you're getting tax reporting. That difference costs you thousands every year.

Real strategy happens in the eight months nobody's paying attention. It happens when income gets timed, deductions get structured, retirement accounts get funded, and entity changes get made — all before the calendar runs out and your only option is filing what already happened.

Most firms aren't set up for that. They're built for volume between February and April, and quiet the rest of the year. That model doesn't serve a growing small business.

02 — What we do

Accounting that works all twelve months.

Three services, built to compound. Most clients use all three because they reinforce each other — clean books make tax planning real, and tax planning makes the books worth keeping.

Tax Strategy & Filing

Most firms prepare your return. We prepare for it — identifying deductions, timing income, and structuring your business to keep more of what you earn. Strategy, not just compliance.

Monthly Bookkeeping

Clean books aren't just good practice — they're how you know whether your business is actually healthy. We close every month so you're never flying blind heading into a decision.

Payroll & Compliance

Late payroll damages trust. Late filings bring penalties. We run it accurately and on time, every cycle — so payday is one less thing you carry.

03 — How we work

Four touchpoints. One steady rhythm.

Most accounting relationships fall apart because nobody knows when the next conversation is supposed to happen. We fix that with a clear rhythm.

You meet with us four times a year — every quarter — to review what's working, what's changing, and what we should do before the next deadline. Between those meetings, we're closing your books, running payroll, and watching for anything that needs your attention.

No surprises. No "you should have told me sooner." Just steady, planned, proactive work.

i.

Onboarding One 60-minute review of your last return, current books, and biggest financial questions.
ii.

Monthly Close Books closed by the 15th. Reports delivered. Anomalies flagged before they cost you.
iii.

Quarterly Strategy Four planning meetings a year — timed around tax estimates and key business decisions.
iv.

Year-End Filing Returns prepared from books we already maintain. No last-minute scrambles. No estimates.

04 — Who we serve

Built for the firms between a bookkeeper and a Big Four.

We work best with growing small businesses in the Triangle — the ones that have outgrown a generic CPA but aren't ready for an enterprise firm. Most of our clients are doing $250K – $5M in revenue and looking for a real partner.

Trades & Construction

Contractors, electricians, roofers, HVAC firms — businesses with payroll, equipment, and seasonal cash flow.

ii.

Professional Services

Solo practitioners and small firms — attorneys, consultants, agencies, and licensed pros billing by the hour.

iii.

E-Commerce & Retail

Online sellers and brick-and-mortar shops navigating sales tax, inventory, and multi-state compliance.

iv.

Real Estate Investors

Landlords and small portfolios — entity structuring, depreciation strategy, and 1031 planning.

05 — Common questions

What small business owners ask first.

I already have a CPA. Should I switch?

Maybe. The right test isn't whether your current CPA is competent — it's whether they're proactive. If you only hear from them between January and April, you're paying for filing, not planning. Bring your last return to a free 20-minute review and we'll show you exactly what's different.

Do you work with sole proprietors, or just incorporated businesses?

Both. We help sole proprietors decide when (and whether) to incorporate, and we help incorporated businesses make sure the structure they're in still serves them. The right entity at $200K in revenue isn't the right entity at $1M.

My books are a mess. Will you take me on?

Yes. We do clean-up engagements all the time — most often in the first 60 days of a new client relationship. We'll quote a one-time clean-up fee separately so you know exactly what it costs to get current.

Are you Triangle-only, or do you serve other regions?

We're based in Durham and serve clients across Wake, Durham, Orange, and Chatham counties — Raleigh, Cary, Chapel Hill, Hillsborough, Pittsboro. Most meetings happen by video, so geography matters less than you might think.

What does it cost?

Pricing depends on volume and complexity, but our typical small business engagement runs $400–$1,200 per month for the full package — bookkeeping, quarterly strategy, payroll, and tax filing. Less than a part-time bookkeeper, more than DIY software, and structured to pay for itself in tax savings alone.

How does the free 20-minute review work?

Send us your most recent business tax return and your single biggest financial question. We'll spend 20 minutes (by video or phone, your choice) walking you through exactly where we'd do things differently, and what that change would mean in dollars. No pressure to engage.

06 — Start with a review

Twenty minutes. One real answer.

The first review is free. Bring your last return and your biggest financial question — we'll tell you exactly where you're leaving money on the table, and what it would take to change that. No commitment to engage afterward.

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