Services

What We Actually Do

Proactive, personal, and always in your corner.
We're not going to make your eyes glaze over with lists of service offerings.
Our clients come to us for peace of mind -
and they stay because that's what we give them.
Let’s figure it out together

What We Actually Do

Get reports tailored to your needs, and not some abstract financial statement that only generates more questions.

You provide the questions, and we provide the answers.
  • Books that actually speak to you
  • Clear advice in financial decisions
  • Dealing with tax agencies so you don’t have to
  • Check-ins that don’t feel like going to the dentist
  • Answers in plain English.

Drilling Down a Little Bit More

  • Income Tax Filings - Individual, S-corps, partnerships, estates, C-corps, LLCs, Gift returns.
  • Consulting for businesses - capital deployment, cost analysis, cashflow projections, equity tables. Our partners have a combined thirty years of experience in private accounting.
  • Pesky compliance: 571-L forms, IRS notices, FTB notices, CDTFA notices. Don’t fret, we’re already on it.
  • Financial Statement preparation and Reviews.
  • Resolutions
  • Transaction Support - Buying a house? Selling a business? We got you covered
  • Tax planning and tax strategy - Make plans now for the future, and save as much as you possibly can under the law in tax payments. We wouldn’t have it any other way.
  • Financial management for individuals and families. At a reasonable price. 
  • Audit representation.
  • Ad hoc reporting and set up of reporting programs for your business.
  • Payroll Questions, Payroll setup, Payroll filings - All things Payroll
  • Bookkeeping. We don’t charge an arm and a leg

How It Feels to Work With Us

More than services — it’s the experience that keeps people around.
We go deep and really learn who you are Like texting a close friend — and your friend is a tax wizard We organize your finances and we help you gain control We make it okay to say, “I have no idea what I’m doing — help.”

Meet the guys behind the spreadsheets

Jon
Ian
This isn’t a faceless firm.
Ian and Jon started Cachet because they wanted clients to feel seen, not processed.
They believed  finance could feel better.
So they built something personal. Hands-on. High-touch.
Get to know us

Your numbers deserve a Human touch

Book an intro

Let’s Connect

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