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Ashby & Rourke

(303) 555-0148

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Ashby & Rourke

An owner working through the month’s numbers on a laptop at a wooden table
An owner working through the month’s numbers on a laptop at a wooden table
An owner working through the month’s numbers on a laptop at a wooden table

Call (303) 555-0148

Books closed
by the 15th.
Taxes filed early.

First call free

Fixed monthly price, in writing

CPAs at 1630 Welton Street, Denver

or see every price

Book a free call

Book a free call

Four services,
each run by a partner.

Tax returns, monthly books, payroll and a part-time CFO for owner-run businesses and the households behind them, across Colorado.

All services

Federal 1040 forms, a pen and a phone calculator on a dark desk

Tax Preparation

Individual and business returns, IRS letters and quarterly estimates

A laptop showing a spreadsheet on a wooden desk beside a notebook

Bookkeeping

Monthly close by the 15th, reconciled to the bank

Two cafe owners in aprons standing behind their counter

Payroll

Pay runs, payroll tax filings, W-2s and 1099s

Four people at a table covered with printed charts, seen from above

Fractional CFO

Cash forecasts, budgets and a monthly review with a partner

Eight client files,
start to finish.

Handled between 2024 and 2026 and published anonymized, with each client’s permission.

Every published file

File

Engagement

Agency or system

Year

Amount

Result

2026/031

IRS CP2000 notice for a freelance photographer

IRS

2026

$9,412

No change

Hands on a laptop beside a coffee and a pastry on a cafe table

2026/018

Fourteen months of catch-up books for a three-location restaurant group

QuickBooks Online

2026

$4.2M

Caught up

A dim restaurant dining room with a long bar

2026/007

S-corp election for a two-owner landscaping company

IRS Form 2553

2026

$11,200/yr

Accepted

Two landscapers mowing and trimming a front lawn

2025/112

SBA 7(a) loan package for a brewery expansion

SBA lender

2025

$750,000

Approved

A row of numbered beer taps on a brewery wall

2025/097

Payroll tax penalty relief for a dental practice

IRS Form 843

2025

$6,850

Abated

An empty dental treatment room with a patient chair

2025/074

Colorado sales tax audit for a home goods store

Colorado DOR

2025

$38,600

Cut to $2,140

Shelves of ceramic plates and bowls in a home goods store

2025/041

Three years of amended returns for a missed home office deduction

IRS Form 1040-X

2025

$4,920

Refunded

A home office desk with a laptop beside a window

2024/126

Sales tax nexus review for an online store selling into 31 states

State revenue departments

2024

7 states

Registered

Small parcels wrapped in brown paper and string

Anonymized and shared with permission. Past results do not guarantee a similar outcome.

Federal tax forms, a pen and a cup of coffee on a dark desk

Fifteen workdays
from first call
to first close.

What happens after you call the office, with the typical day counts for a new client in 2026. Close to a deadline? Say so on the first call and we start that week.

0

same day

Intro call

Fifteen minutes on what you need: returns, books, payroll or all of it. No documents yet, and no sales script.

Calls answered 8:30 AM to 5:30 PM MT

1

business day later

Your document list

A checklist built for your situation and a secure upload link. Nothing travels by email.

Secure portal, never email

3

business days

Fixed quote in writing

One price per month or per return, with the scope in plain words, held through the 2027 filing season.

You know the price first

5

business days

Engagement letter signed

Scope, price and who works on your file, on two pages, plus the IRS consent we need to use your tax information.

Re-quoted in writing if the scope grows

15

business days

First monthly close

Your books reconciled and closed, with a profit and loss, a balance sheet and a short note on what we found.

Closed by the 15th, every month

Monthly packages,
priced in writing.

One price a month for a defined scope, agreed before we start. If your business outgrows the package, we tell you and re-quote before anything changes. Prices are held through the 2027 filing season.

Every price and package

$450

Books, per month

Bookkeeping up to 150 transactions, reconciled and closed by the 15th

$950

Books and tax, per month

Everything in Books, plus the business return and quarterly estimates

$2,900

Fractional CFO, per month

Books, tax, a 13-week cash forecast and a monthly review with a partner

Individual return, 1040 with one state

$425

Self-employed return with Schedule C

$725

S-corp or partnership return

$1,650

IRS or state notice review

$275

Payroll, base fee per month

$90

Catch-up books, per month behind

$350

First call free. Advisory work outside a package runs $225 to $325 an hour. Each additional state return is $95. All prices in USD.

Book a free call

Book a free call

Four partners.
One answers for each client.

CPAs licensed in Colorado between 2006 and 2013, each with a direct line. Managers, accountants and our enrolled agent are on the team page.

Meet the whole team

Margit Ashby, founding partner, tax at Ashby & Rourke

Margit Ashby

Founding partner. Twenty years of individual and small-business tax, including multi-state returns.

Licensed as a CPA in 2006

Ansel Rourke, founding partner, fractional cfo at Ashby & Rourke

Ansel Rourke

Founding partner. Former controller at a Denver manufacturer; runs the fractional CFO work and loan packages.

Licensed as a CPA in 2008

Priyanka Ramaswamy, partner, bookkeeping at Ashby & Rourke

Priyanka Ramaswamy

Partner for bookkeeping and the monthly close. Moves clients off spreadsheets and onto clean books.

Licensed as a CPA in 2011

Wes Sandoval, partner, payroll at Ashby & Rourke

Wes Sandoval

Partner for payroll and multi-state employers. Joined in 2016 from a national payroll provider.

Licensed as a CPA in 2013

A landscaping crew at work in a garden with a wheelbarrow

“They found $11,200 a year in our S-corp setup and have closed our books by the 12th every month since. We stopped dreading April.”

Owner of a landscaping company in Aurora, a client since 2023

Shared with permission. Past results do not guarantee a similar outcome.

Notes.

Notes.

Short notes on tax, books and payroll for people who run small businesses. Written by the person who does the work.

All notes

What to do in the first week after an IRS CP2000 notice

A CP2000 is a proposal, not a bill. Here is how to read it, check it and answer it before the deadline on the letter.

The 13-week cash flow forecast, explained on one page

Profit tells you whether the business works. The 13-week forecast tells you whether you can make payroll on the 15th. How we build one.

S-corp election: when the salary math pays and when it does not

An S-corp can cut self-employment tax, but only above a certain profit and only with a reasonable salary. The numbers we check first.

Downtown Denver with the snow-covered Front Range behind it

1630 Welton Street,
Denver.

Fifteen minutes, free, this week. Tell us what you need done and a partner calls you back, not a salesperson. If we are not the right firm for you, we say so and suggest who is. Please do not send tax documents until you have your secure upload link.

Office hours

Monday to Friday, 8:30 AM to 5:30 PM MT

Getting here

Downtown, visitor parking in the building garage

Office line

(303) 555-0148

Email

hello@ashbyrourke.com

Text a quick question

(720) 555-0163

Open 1630 Welton Street in Google Maps

Request a free first call

Prefer to talk now? (303) 555-0148

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