Numbers you can run the business on.

Visionorca helps owner-managed businesses stay compliant, close books on time, and understand cash flow before decisions โ€” not after quarter-end surprises.

500+
Returns filed annually
120
Business clients on retainer
20
Years in practice

What we do

How Visionorca works with you

Tax compliance, bookkeeping, and advisory for businesses that outgrew spreadsheets.

Tax preparation & planning

Corporate and personal returns with mid-year estimates so withholding matches reality.

Bookkeeping & close

Monthly reconciliation, categorisation rules, and a close checklist you can audit.

Payroll support

Coordination with your payroll provider and quarterly filings filed on schedule.

Advisory & forecasting

Simple cash-flow models and scenario notes for hiring, equipment, and expansion decisions.

About

Why teams choose Visionorca

Visionorca combines tax preparation, monthly bookkeeping, and light advisory for companies that need professional finance without a full in-house department. You get reconciled books, documented filing positions, and a partner who answers email within one business day during season. We work in your existing accounting software where possible and document every adjustment so the next reviewer โ€” bank, investor, or IRS โ€” sees a clear trail.

How an engagement runs

Step 1: Discovery

Prior returns, chart of accounts, and pain points โ€” usually one working session.

Step 2: Clean-up & cadence

Historical catch-up if needed, then a monthly rhythm with fixed deliverable dates.

Step 3: Year-round review

Quarterly check-ins outside tax season so nothing waits until March.

What clients say

" First year we closed books by the 10th every month. Our bank line review went from painful to routine. "


Robert Hayes

Founder, distribution company

" They found R&D credits our previous firm never mentioned. Paid for three years of fees in one filing. "


Michelle Tran

CTO, software consultancy

Frequently asked questions

Which software do you support?

QuickBooks Online, Xero, and most major desktop packages. We document workflows in your system, not a parallel shadow set.

Can you represent us in an audit?

Yes. We prepare schedules, attend initial meetings, and coordinate with counsel if the matter escalates.

Do you work with multi-state businesses?

Yes โ€” nexus review and apportionment are scoped up front so filings match where you actually operate.