If you want your finances handled properly — without having to manage them yourself — read this.

This is for recruiting firm owners generating $300k–$1.5M who want proactive, integrated financial oversight. Not just tax prep. Not just bookkeeping. Someone who owns the full picture.

If you found this page through LinkedIn, this will help you quickly decide whether working together makes sense.

Matt Chiappetta, CPA
CPA focused on recruiting firm owners

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Most recruiting firm owners I work with aren’t careless with money.

They’re running a real business, billing well, and staying on top of clients.

The problem is structural.

Revenue comes in through placements — often uneven, sometimes large — which makes taxes, owner pay, and cash flow harder to manage than they should be.

Bookkeeping gets done. Taxes get filed. Questions get answered when asked.

But no one is fully accountable for the entire financial picture — business and personal, together, all year.

When that’s missing, the owner becomes the backstop. You double-check. You follow up. You catch things that shouldn’t have required you to catch them.

That’s not a CPA problem. It’s a model problem. Most firms are built for preparation and response — not proactive ownership.

What that costs in practice

One recruiting firm owner came to me after years with a previous CPA. On review, I identified a bookkeeping error that had created nearly $100,000 in excess tax. We corrected it through an amended return.

It wasn’t caught because no one was watching the full picture.

That’s the gap I fill — ownership of the full financial picture.

What working together looks like

  • Proactive tax planning year-round — S-corp comp, PTET, QBI, Solo 401(k) built into a plan, not surfaced in April

  • Owner pay structured around lumpy commission income — not a generic formula

  • Business and personal finances aligned — one integrated strategy

  • One point of contact — you don’t coordinate vendors or follow up

"He does all of my business and personal accounting. I don't spend one minute worrying about it anymore. He affords me more time with my family and friends."

— Amy Oliver Cooke

This is probably not a fit if you’re looking for:

  • Tax filing only

  • The lowest-cost option

  • A reactive CPA you contact occasionally

I work with a small number of clients, so the first step is a short call to see if working together makes sense.

Schedule A Call
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