myVault is a secure, cloud-native financial platform providing integrated accounting, proactive tax advisory, and fractional CFO insights for healthcare professionals, freelancers, and growing businesses.
What Makes myVault Different
Unlike traditional accounting firms that deliver financial statements weeks after the month closes, myVault operates on a live cloud ledger that gives you real-time visibility into your numbers. Every transaction is synced, classified, and reconciled continuously — not in a month-end batch.
The Three Service Pillars
- Accounting & Bookkeeping — Automated expense tracking, monthly financial statements, seamless bank reconciliation, and cash flow monitoring on a live cloud ledger.
- Tax Advisory & Compliance — Continuous proactive tax planning, multi-state filing automation, 1099/W-2 compliance, and IRS representation.
- Business Advisory — Fractional CFO insights including KPI dashboards, budget forecasting, break-even analysis, and growth strategy.
Who myVault Serves
- Healthcare Travelers — Multi-state compliance that moves with you, plus travel contract pay auditing tools.
- 1099 Workers & Freelancers — Maximize write-offs and eliminate surprise tax bills.
- SMBs & Growing Teams — A virtual back-office built for scale, from entity formation to exit planning.
Getting Started
To begin, complete our 3-step onboarding flow. You'll provide your contact information, select your client segment, and identify your top financial priorities. A myVault strategist will reach out within one business day to provision your encrypted vault and onboard you onto the right plan.
Platform Tools
myVault also provides supplemental tools that support our core services:
- Financial Calculators (including QBI Estimator, S-Corp Reasonable Compensation Estimator, and Traveler Pay Auditor)
- Research Repository (market notes and industry reports)
- Insights Library (eBooks, articles, and case studies)
- Blog (field notes on tax, accounting, and finance)