Bookkeeping · Tax · Advisory
You’ll actually hear from us.
For owners who are tired of chasing their accounting firm for answers.
- You’ll know exactly who’s doing your work
- You hear from us every week
- Replies within 24 hours
What we do
Three things, done well.
Start with clean books. Add advice when you’re ready. Tax is handled by our CPA partner, so it’s never an afterthought.
Bookkeeping
Your books closed every month, reconciled and ready. No shoebox in March.
- Monthly reconciliation of every account
- Clean, current financial statements
- Payroll and AP/AR kept in order
- Catch-up work if you’re behind
Best if you’re guessing at your numbers or doing this yourself at night.
Tax
Filed on time and planned ahead of time, not scrambled together in April.
- Business and personal return preparation
- Quarterly estimates so nothing surprises you
- Planning built on books that are already right
- One conversation covering both sides
Tax preparation, planning, and strategy are provided through our CPA partner, Paul Walter, CPA of Donor’s CPA. Patronis X is not a CPA firm and does not provide tax or attest services.
Advisory
A CFO in your corner without a CFO on your payroll.
- Cash flow you can see coming
- Pricing and job costing that hold up
- Budgets and forecasts you’ll actually use
- A working session every month
Best if the business is growing and the decisions are getting bigger.
Not sure which one you need? That’s what the first conversation is for.
Who we work with
Different businesses, different books.
What a nonprofit board needs to see is not what a growth-stage operator needs to see. We build the reporting around where you actually are.
Small business
Owner-operators who need the books kept right and someone who picks up. Clean monthly financials, no surprises at tax time, and a person who knows your business by name.
Nonprofits
Fund accounting done properly. Restricted and unrestricted tracking, grant reporting that ties out, and statements your board can read without a translator.
Growth stage
You have outgrown the person who set up your books. Departmental reporting, real margin visibility, and forecasting that holds up when you are hiring and spending ahead of revenue.
PE-backed
Portfolio companies with a sponsor watching the calendar. Consistent monthly close, reporting packages in the format your sponsor expects, and deadlines that get met.
Industries we know well
- Construction
- Medical practices
- eCommerce
- Cybersecurity
- SaaS
- Marketing agencies
- Manufacturing
- Industrial services
- Trucking
- Government entities
- and more
How we work
Why you’ll actually hear from us.
Plenty of firms promise to be responsive. Fewer are built for it. Here is what makes the difference on our end.
Sign
A clear engagement letter. You know the scope, the price, and what you get before anything starts.
Onboarding email
One message laying out exactly what happens next and what we need from you. No guessing.
Access to systems
We get set up in your accounts and your portal goes live. Everything lives in one place from day one.
Initial questions
We ask everything up front rather than trickling requests at you for weeks. Answer them and we move.
From there we follow a structured process and move as fast as you can get us what we need. If you are quick, we are quick.
The tools behind it
QuickBooks Online
Your books live where your CPA, your lender, and you can all get to them. No proprietary system holding your data hostage.
A dedicated client portal
One place for documents, questions, and answers. Nothing buried in an email thread from four months ago.
Claude for agentic workflows
AI handles the repetitive work behind the scenes. That is time we spend reviewing your numbers and answering your questions instead of pushing paper.
Good tools are not the point. What they buy you is the point: a weekly check-in, a reply within 24 hours, and someone who already knows the answer when you ask.
Team
Who you work with
Zachary Patronis
Founder
Zach has worked across oil and gas, manufacturing, SaaS, cybersecurity, eCommerce, professional services, and construction, in domestic and international structures. PE-backed, founder-led, and multi-billion dollar enterprise. The context changes constantly. The underlying problem rarely does.
Before the current wave of AI tooling, he was building data engineering and analytics solutions for finance teams, which is the half of this work most people are still learning. Now he uses AI to do the same work at a speed and accuracy that was not previously available.
I started Patronis X because too many owners are underserved when it comes to bookkeeping, finance, and tax. I believe in what entrepreneurs are building, and I want to be the person they trust with the financial side of it.
Paul Walter, CPA
Tax partner · Donor’s CPA
Tax preparation, planning, and strategy are handled by Paul at Donor’s CPA. You get both sides of the picture in one conversation instead of managing two firms that never talk to each other.
Patronis X is not a CPA firm and does not provide tax or attest services.