The CPA firm that gives a sh*t

A new kind of CPA experience
Let’s talk
The Vibe
The Value

Your financial ally

Like texting your most trusted friend — about taxes and financial statements

No more guessing what your accountant is actually doing. We’ll explain it all

We don’t just remember your deadlines, 
we remember your dog’s name

Insights for your future

We deal with tax agencies so you don’t have to.

Clear answers. Fast replies. Transparent process.

Proactive tax strategy, not just end-of-year cleanup

You are in the right place if…

You’re great at what you do
but the books? You’d rather not
You need someone thinking about
 your now, your soon, and your future
You want someone who explains
the “what” and the “why”
You’ve outgrown your old accountant

You deserve a CPA who actually gets you

Feels like texting someone who actually gets you
and your tax bracket.
You shouldn’t need a translator for your taxes
Just clear answers, in plain English.
You’re not just a client
You're a relationship.
IRS letters? Audit notices?
Yeah, we handle those for you.
Strategy all year long
Not just a scramble in April.
Honest advice. Predictable timing. Zero bullshit.
Expert guidance with a human pulse.

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

So… what do we actually do?

We make sure you’re not leaving money (or sanity) on the table
We help you understand what’s happening in your business — and what to do next
We manage your books and your tax strategy so you can focus on growth
We give advice, perspective, and clear explanations — not just reports

Real People. Real Peace of Mind

Let’s talk
“Feels like talking to a brother.”
Marsha
“They explain everything in
plain English.”
Debby
“The only CPA
I’ve ever liked texting.”
Elias

Your numbers deserve a Human touch

Book an intro

Let’s Connect

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Financial Guidance, Human Touch

Reach out anytime — we’re here for your questions, big or small.