QuickBooks Online ●Xero ●NetSuite ●Excel / Power BI ●Avalara ●Drake Tax ●Bill.com ●Sage Intacct ●QuickBooks Online ●Xero ●NetSuite ●Excel / Power BI ●Avalara ●Drake Tax ●Bill.com ●Sage Intacct ●
01About
Numbers that hold up under scrutiny.
Focus areas
Tax Strategy & Compliance
Bookkeeping & Reconciliation
Financial Reporting & Forecasting
Audit & Assurance Support
I'm a Certified Public Accountant who believes a business should understand its own numbers, not just receive them once a year. I sit between the spreadsheet and the strategy meeting — translating raw transactions into a picture clear enough to act on.
A clean set of books is a foundation, not the finish line. I close every engagement asking the same question: does this client know more about their business than they did before I touched their numbers?
Boston, MA●Accepting new clients for Q3
02How Engagements Run
Four steps. Every engagement.
01
Discovery
Review existing books, prior filings, and systems to find gaps, risk, and quick wins before any work begins.
02
Reconcile
Clean up the ledger, reconcile every account, and put a monthly close process in place that actually holds.
03
Report
Turn reconciled data into statements and forecasts that drive real decisions, not just compliance paperwork.
04
Advise
File on time, every time, then stay on as a year-round advisor instead of a once-a-year scramble.
03Client Engagements
Books that earned their keep.
Tilt a card — every engagement here closed clean, on time, and with the client better off than when it started.
NO. 01Bookkeeping · Cleanup
Three Years of Backlogged Books
Rebuilt three years of unreconciled transactions for a 12-person agency in six weeks, ahead of a funding round.
QuickBooks OnlineExcelBill.com
3 years reconciled in 6 weeks
Passed investor financial due diligence
Monthly close cut from 18 days to 4
NO. 02Tax Strategy · SaaS
R&D Tax Credit Recovery
Identified and documented R&D tax credits a software client's prior accountant had never claimed.
Form 6765ASC 730 WorkpapersDrake Tax
$184K in credits recovered
2 prior years amended successfully
Zero IRS inquiry flags
NO. 03Compliance · E-commerce
Multi-State Sales Tax Cleanup
Untangled nexus exposure across 14 states for a fast-growing e-commerce brand and got every state current.
AvalaraExcelState VDAs
14 states brought current
Penalties reduced via voluntary disclosure
Automated tax collection going forward
NO. 04Audit & Assurance
Year-One Audit Readiness
Prepared a Series A startup's books and controls for its first financial statement audit.
GAAP WorkpapersNetSuitePBC Checklists
Clean audit opinion, no restatements
Audit timeline cut by 3 weeks
Controls memo adopted board-wide
NO. 05Advisory · Hospitality
Restaurant Group Cash Flow Turnaround
Rebuilt a four-location restaurant group's cash flow forecasting after two near-miss payroll shortfalls.
13-Week Cash ModelQuickBooksExcel
Zero payroll shortfalls in 18 months
14% reduction in food-cost variance
Weekly cash visibility across locations
NO. 06Tax Strategy · Family Business
Estate & Succession Tax Planning
Structured a multi-year succession and gifting plan for a family manufacturing business changing hands.
Trust StructuringForm 709Valuation Coordination
Estate tax exposure cut ~40%
Smooth two-generation ownership transfer
Plan re-confirmed annually since
04The Full Picture
Every statement, laid out separately.
Keep scrolling — the stack stays pinned while it separates, then settles into four statements you can read side by side.
FY24INCOME STATEMENT
FY24BALANCE SHEET
FY24CASH FLOW STATEMENT
FY24TAX RETURN — 1120
SEPARATE0%
05By The Numbers
The closing balance.
$0.0M+Tax savings & deductions identified
0+Returns filed, zero missed deadlines
0%On-time filing rate
0+Years in independent practice
06Behind The Numbers
Where the work actually happens.
Reconciling the detailsClient advisory sessionSigned, sealed, filedWhere the numbers work
07Experience
Twelve years of clean closes.
Principal CPA · Hale & Co. Financial
2018 — Present
Run an independent CPA practice serving startups, agencies, and family businesses across tax, bookkeeping, and advisory.
Tax StrategyAdvisoryPractice Leadership
Senior Tax Associate · Bristow Hartwell LLP
2014 — 2018
Led multi-state tax compliance and planning engagements for mid-market clients across professional services and retail.
Multi-State TaxComplianceClient Management
Staff Accountant · Bristow Hartwell LLP
2012 — 2014
Rotated through audit, tax, and bookkeeping engagements while completing CPA licensure requirements.
GAAPAudit SupportCPA Exam
08Skills
Reconciled and verified.
Tax & Compliance
Individual & Business Tax Returns0%
Multi-State & Sales Tax0%
R&D & Specialty Credits0%
IRS Representation0%
Accounting & Advisory
QuickBooks / Xero / NetSuite0%
Financial Reporting & Forecasting0%
Audit & Assurance Support0%
Cash Flow & Budgeting0%
09Credentials
Licensed to sign off.
Certified Public Accountant (CPA)
State Board of Accountancy
2014
B.S. in Accounting
Boston University
2012
QuickBooks Online ProAdvisor
Intuit
2016
Enrolled Agent (EA)
Internal Revenue Service
2019
10From The Clients
What the books say.
“
Marcus found credits our last two accountants completely missed. That recovery alone paid for years of his fees.
Priya AnandFounder, Loomwell Studio“
He's the first accountant who's explained our numbers to me like I'm a business owner, not an audit risk.
Devon MarshOwner, Marsh & Co. Hospitality“
Three years of messy books, cleaned and reconciled inside six weeks, right before our funding round closed.
Renata ColeCOO, Fielding Analytics
11Get In Touch
Got a set of books to fix?
Tax filing, bookkeeping cleanup, or year-round advisory — tell me where things stand and I'll tell you what it takes to get current.
