Fresh Slate
The CPA that pays for itself — and then some.
CPAs for Small Businesses
The richest folks use the tax code to build wealth.Fresh Slate does the same for business owners.✓ Shape your tax bill.
✓ Build wealth.
✓ Secure your family's future.
About Us
Your CPA for small business savings
The wealthy don’t just pay their tax bill—they shape it. Smart business owners do the same.Fresh Slate helps small businesses use the tax code to build wealth for their businesses and families.As CPAs for small businesses, our expert accounting, tax, and bookkeeping ensures you're not just compliant—you're one step ahead.We reduce your stress, increase your visibility, and help you achieve your goals.We'll keep your financial foundation strong — so you can focus on making it big.
Our Services
Small business accounting services that build wealth
Most CPAs just process returns.We take a more strategic approach to minimizing your liabilities and maximizing your opportunities. Instead of a faceless, one-size-fits-all approach, we match you with the right CPA (or team of CPAs) based on your needs, goals, and budget.And when your needs change? We handle that, too.No matter how big or small your business, our CPAs specialize in small business accounting and provide the clarity, reliability, and financial insights you need to move forward with confidence.What We Do Best:✓Bookkeeping Services: Accurate records are the foundation of wealth building✓Tax Strategy and Filing: Plan and execute on how you'll shape your tax bill this year.✓Budgeting and Cash Flow Management: Know how much you have to allocate, when, and where.✓CFO Services: Steer your budgeting and spending toward return on investment.✓Startup Accounting Support: Navigate grant funds, investors, and tax obligations confidently.Whether you're managing investor funds, reporting on a grant, tracking accounts payable, or applying for research credits, we’ll take it off your plate.We make accounting simple, transparent, and flexible—so you always have the right CPA for the job, and you never overpay.Worried about an audit? Don’t be. We have state and federal audit protection, so you’re covered if the IRS gets in touch.Ready to build intergenerational wealth for your business and family?Let's talk it through.
Why Choose Fresh Slate?
Other count your money. We help you make it.
Not all CPAs are created equal. Here’s why small businesses choose Fresh Slate:You build wealth. We save you more than you pay us.We talk like you. No jargon—just clear, actionable advice.We own small businesses, too. Every service is tailored to you.We make life easier. Get back to what you actually enjoy.
What Our Clients Say
Trusted by small businesses like yours.
"They helped us recover thousands in missed deductions. They’re trusted partners." – Alex R."Switching was the smartest move we made this year. They uncovered savings we didn’t even know were possible." – Mia L.
Our Team
Small business owners, CPAs, and real humans.
We get how important every dollar is to a small business. We own them too.Megan is a serial entrepreneur who believes big in small business. She has worked across non-profit, government, and enterprise helping create economic opportunity and better lives in struggling communities.Richard is all about keeping the numbers steady and stress-free. With a calm, thoughtful approach, he brings the expertise and patience that make managing finances feel simple.Together, we build strong financial systems that will uphold your business and family for years to come — so you can focus on reaching your wealth goals.
Let's Get Started
Financial ease starts here.
Ready to see how much ROI you'll get with Fresh Slate?Schedule a free clarity call today with the CPA for small businesses.
Not Quite Ready?
That's OK.
If you're just shopping around, drop us a line.What questions are lingering in your mind?We'll get back to you in a jiffy.
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Terms & Conditions
General Terms & Conditions
Independent Contractor Status
The parties acknowledge and agree that Fresh Slate and its subsidiaries ("Fresh Slate", "Company" or "Firm") are independent contractors and not agents or employees of Client, and the Company will not hold itself out as such an agent or employee. The Firm has no authority or responsibility to enter any contracts on behalf of Client.Subcontractors
Company shall have the right to subcontract with, or delegate to, any other person or entity, for the provision of any of the Services that the Firm is obligated to perform pursuant to this Agreement, without client consent. This includes any assignment to any affiliated entity without requiring Client approval. Client hereby waives any potential conflicts of interest with respect to any subcontractor selected by the Firm.Firm Efforts
Client understands that the Firm shall utilize commercially reasonable efforts in providing the Services hereunder. Client fully understands that the Firm does not and cannot promise that any specific result will be achieved through the Firm's engagement. The scope of the Firm’s engagement shall be limited to those matters expressly set forth in this Agreement and shall not include providing a fairness opinion, giving tax, legal, accountancy or other types of specialists or technical advice or associated services, or any related due diligence regarding same, as to which Client agrees to take appropriate advice from other sources. This Agreement and any work product provided to Client, whether written or oral, shall not constitute a recommendation to shareholders, members or related parties as to how they should vote on a proposed transaction or initiative; evaluate the business rationale to proceed with the proposed transaction or initiative, or whether they should take any other action. Further, Client agrees that actual events or results may differ materially from the predictions. In evaluating any forward-looking statements throughout the duration of the Firm’s engagement, Client will specifically consider various factors, including the factors specifically identified as “risk factors” that could cause actual events or results to deviate from predictions.Confidentiality
Each party agrees to maintain in the strictest of confidence the terms of this Agreement as well as all Confidential Information (as defined herein) pertaining to the other party which the party may receive or become privy to in connection with this Agreement. Neither party shall disclose or make available any Confidential Information of the other party to any other person or entity without the other party’s prior written consent. Notwithstanding the foregoing, neither party shall be prohibited from (i) disclosing any information to its employees or representatives as required for purposes of performing its obligations under this Agreement, provided that, such employees or representatives are informed of the proprietary and confidential nature of the Confidential Information and are required to abide by the terms of this Agreement; or (ii) disclosing any Confidential Information as required by law or court order, provided that, the party shall immediately notify the other party in writing of the need to make such disclosure. “Confidential Information” shall include, but not be limited to, all financial statements, business plans, internal memoranda, reports, studies, emails, operating policies, quality assurance materials, audits, patient information, billing information, and such other information of a proprietary and confidential nature belonging to the other party; provided that Confidential Information does not include any information which (a) was, is or becomes available to the public or generally known by participants in the disclosing party’s industry, in each case, other than as a result of disclosure by the receiving party or its employees or representatives in violation of this Agreement, (b) was, is or becomes available to the receiving party from a person other than the disclosing party or its employees or representatives who is not known to the receiving party to be otherwise bound by a duty of confidentiality to the disclosing party or (c) is developed by the receiving party or its employees or representatives without the use of Confidential Information. Upon termination or expiration of this Agreement, each party shall promptly return all Confidential Information in its possession belonging to the other party, other than copies of working papers required to be maintained as support for any work completed.Use of Materials by The Firm
Client recognizes and confirms that (a) the Firm, in performing the services contemplated by this Agreement, will use and rely primarily on the information provided by Client pursuant to this Agreement (“Information”) and on other information available from generally recognized reputable public sources without having independently verified same (“Other Information”); (b) the Firm does not assume responsibility for the accuracy or completeness of the Information provided by Client pursuant to this Agreement or the Other Information and will not undertake to verify independently its accuracy or completeness; and (c) Client shall be solely responsible for and agrees to indemnify the Firm as to the completeness, accuracy and adequacy of all Information provided by Client to the Firm.Marketing
The Firm may engage in its own marketing activities that reference The Veltre Group’s affiliation and/or engagement by Client.
Legal Terms & Conditions
Limitation of LiabilityFresh Slate and its subsidiaries ("Fresh Slate," "Company," or "Firm") shall perform the Services in a professional and workmanlike manner and in accordance with applicable industry standards. Except as set forth herein, the Services are provided "as is" without warranty of any kind. Except in the case of fraud, gross negligence, or willful misconduct, Client agrees that the limit of the Company’s liability (whether in contract, tort, negligence, strict liability in tort, or by statute or otherwise) to Client or to any third party for failure to perform its obligations under this Agreement, or in any manner related to this Agreement, for any and all claims, shall not in the aggregate exceed the service fee paid by Client to Fresh Slate hereunder. IN NO EVENT SHALL THE FIRM BE LIABLE TO CLIENT FOR INDIRECT, SPECIAL, CONSEQUENTIAL, INCIDENTAL, OR PUNITIVE DAMAGES OR EXPENSES (INCLUDING, BUT NOT LIMITED TO, BUSINESS INTERRUPTION, LOST BUSINESS OR PROFITS, OR LOST SAVINGS) EVEN IF IT HAS BEEN ADVISED OF THEIR POSSIBLE EXISTENCE.Mutual Indemnificationa. Client shall indemnify, defend, and hold the Firm and its principals, employees, agents, directors, members, managers, and officers (each a “Firm Indemnitee,” and collectively the “Firm Indemnitees”) harmless from and against any and all liabilities, losses, settlements, claims, demands, actions, judgments, costs, and expenses (including, without limitation, reasonable and documented attorneys’ fees and accounting fees and other expenses and costs reasonably incurred in investigating or defending any such liabilities, losses, claims, demands, actions, or judgments) (collectively “Firm Losses”) incurred by or asserted against any Firm Indemnitee arising out of, or resulting from, this Agreement or the matters contemplated by this Agreement, including, without limitation:i. A breach of any representation, warranty, covenant, or agreement of Client contained in this Agreement;ii. Any action taken or omitted to be taken by Client or Client’s agents or employees in contravention of this Agreement;iii. Any failure of Client or Client’s agents or employees to perform their obligations under this Agreement; and/oriv. Any acts of Client or Client’s agents or employees beyond the scope of its authority under this Agreement or any willful misconduct or other wrongful acts or omissions of Client or Client’s agents or employees.Notwithstanding anything to the contrary contained in this Section, except in the case of fraud, gross negligence, or willful misconduct, Client shall only be liable collectively to the Firm Indemnitees for Firm Losses up to an aggregate amount equal to Service Fees earned under this Agreement over a then-current trailing twelve (12) month period.b. The Company shall indemnify, defend, and hold Client and its principals, employees, agents, directors, members, managers, and officers (each a "Client Indemnitee," and collectively the "Client Indemnitees") harmless from and against any and all liabilities, losses, settlements, claims, demands, actions, judgments, costs, and expenses (including, without limitation, reasonable and documented attorneys' fees and accounting fees and other expenses and costs reasonably incurred in investigating or defending any such liabilities, losses, claims, demands, actions, or judgments) (collectively "Client Losses") incurred by or asserted against any Client Indemnitee arising out of, or resulting from, this Agreement or the matters contemplated by this Agreement, including, without limitation:i. A breach of any representation, warranty, covenant, or agreement of the Firm contained in this Agreement;ii. Any action taken or omitted to be taken by Company or Company's agents or employees in contravention of this Agreement;iii. Any failure of Company or Company agents or employees to perform their obligations under this Agreement; and/oriv. Any acts of Company or Company's agents or employees beyond the scope of its authority under this Agreement or any willful misconduct or other wrongful acts or omissions of Company or Company's agents or employees.Notwithstanding anything to the contrary contained in this Section, except in the case of fraud, gross negligence, or willful misconduct, Company shall only be liable collectively to the Client Indemnitees for Client Losses up to an aggregate amount of Service Fees earned under this Agreement over a then-current trailing twelve (12) month period.c. The obligations of Client referred to in this Section shall be in addition to any rights that any Firm Indemnitee may otherwise have and shall be binding upon and inure to the benefit of any successors, assigns, heirs, and personal representatives of any Firm Indemnitee. The provisions set forth in this Section shall remain operative and in full effect regardless of any termination or expiration of the Agreement.d. The obligations of Company referred to in this Section shall be in addition to any rights that any Client Indemnitee may otherwise have and shall be binding upon and inure to the benefit of any successors, assigns, heirs, and personal representatives of any Client Indemnitee. The provisions set forth in this Section shall remain operative and in full effect regardless of any termination or expiration of the Agreement.e. Injunctive Relief. Without limiting the remedies available hereunder, at law, or in equity, in the event of a breach or threatened breach of Section 10 of this Agreement, the party alleging the breach shall be entitled to injunctive relief (without the necessity of posting a bond) in any court or tribunal of competent jurisdiction. If any court or tribunal of competent jurisdiction determines that the duration or any other aspect of the provisions of Section 10 is unenforceable in accordance with their terms, such provisions shall not terminate but shall be deemed amended to the extent required to render them valid and enforceable in such jurisdiction. Such court or tribunal is hereby authorized and directed to amend this Agreement only to the minimum extent necessary to make it valid and enforceable to the maximum extent permitted by law in such jurisdiction.
Business Terms
Non-Solicitation
During the Term of this Agreement and for a period of one (1) years following termination or expiration of this Agreement for any or no reason, each party agrees that it shall not, directly or indirectly, solicit, divert, interfere with, hire or otherwise engage any member, manager, partner, shareholder, director, officer, employee or contractor of the other party, or take any action that results in, or can be reasonably expected to result in any member, manager, partner, shareholder, director, officer, employee or contractor terminating or curtailing their relationship with such other party. The provisions of this Section shall survive expiration or termination of this Agreement. As used in this Section, the term “party” shall be defined as including a party’s respective affiliates, subsidiaries, or any entities that are under common ownership or control with the party.Non-Disparagement
The parties agree that they will not disparage or defame each other or their respective members, managers, partners, shareholders, directors, officers, employees, contractors or affiliates during the Term of this Agreement and any time thereafter with respect to any act or omission committed by such other party(ies), or that may have been committed by such other party(ies). For purposes of the preceding sentence, “disparage” shall mean any statement or communication, whether verbal or written, that would tend to lessen the stature or standing of the applicable party in the eyes of an ordinary and reasonable person in the community, but will not preclude any party from making good faith allegations in the context of any judicial, administrative, arbitration or mediation proceeding.Insurance
Client agrees to maintain, at its sole cost and expense, general liability insurance coverage in the minimum amounts of One Million Dollars ($1,000,000.00) per occurrence and Two Million Dollars ($2,000,000.00) in the annual aggregate, statutory workers’ compensation and disability insurance coverage. Client agrees to provide to written evidence of the existence of all insurance policies required under this Section upon written request from. Client shall ensure that Client is covered at the requisite levels set forth herein for all incidents occurring during the Term of this Agreement, regardless of when a claim is brought.Survival
The provisions of this Section remain in full force and effect as long as Executive remains employed by the Company in any position, unless expressly revoked and /or amended by written agreement. Notwithstanding any expiration or termination of this Agreement, the provisions of this Section shall survive and remain in full force and effect until the expiration of the Non-Competition Period and any other provision hereof that, by its terms or reasonable interpretation thereof, sets forth obligations that extend beyond the termination of this Agreement.Entire Agreement
This Agreement contains the entire agreement between the parties with respect to the subject matter hereof and may be amended, modified or changed only by a written instrument executed by Executive and the Company. No provision of this Agreement may be waived except by a writing executed and delivered by the party sought to be charged. Executive acknowledges that this Agreement replaces any prior severance agreement entered into by and between the Company and Executive.Choice of Law
This Agreement shall be governed by and construed in accordance with the laws of the State of New Jersey, without reference to principles of conflict of laws.Force Majure
In no event shall the Company be responsible or liable for any failure or delay in performance of its obligations hereunder arising out of or caused by, directly or indirectly, forces beyond its reasonable control, including, without limitation, acts of God; earthquakes and other natural disasters; fires; floods; wars; civil or military disturbances; acts of terrorism; sabotage; strikes; epidemics; pandemics; riots; loss or malfunctions of utilities, communications or computer (software and hardware) services, and by the exercise of reasonable diligence, such party is unable to prevent. Should the Company claim a force majeure event, it shall immediately notify you and shall exercise due diligence in such an event to prevent or overcome such cause and to resume performance as expeditiously as possible.Assignability
Company shall have the right to assign its rights hereunder to any successor in interest, whether by merger, consolidation, sale of stock, sale of assets, or otherwise; and Company’s right of assignment does not require the consent, written or otherwise, of the Executive. This Agreement is binding on, and shall insure to the benefit of, Company and its respective executors, administrators, legal representatives, successors and assigns.Severability
Any provision of this Agreement, which is prohibited or unenforceable in any jurisdiction will, as to such jurisdiction, be ineffective to the extent of such prohibition or unenforceability without invalidating the remaining provisions hereof, and any such prohibition or unenforceability in any jurisdiction will not invalidate or render unenforceable such provision in any other jurisdiction.