Tax planning before you act.
We explain the tax implications of major decisions, compare options, and help put the plan into action.
Bookkeeping. Tax advisory. Filing.
An expert in your corner.
You build your business.
We’ll handle everything finance and tax.
Founded by business owners. Built around your business.
is currently at capacity. Join our waitlist.
Personal oversight from the first conversation through filing.
Less to manage. More room to build.
World-class people.
Thinking ahead.
One accountable team.
We coordinate your books, tax strategy, and filing, and keep you informed.
One team. One connected picture of your business.
Current books. A clear picture.
We check transactions, reconcile accounts, and deliver reviewed monthly reports.
Returns prepared and filed.
The team that knows your books prepares, reviews, and files your returns, working through questions with you.
Follow the work, from the first conversation to the final return.
One team
We handle it. End to end.
Bookkeeping. Tax advisory. Tax filing. Firms often bundle them together, but they are three distinct services. With HIGHLAKE, all three are handled.
We keep your books current, plan ahead on taxes, and prepare and file your returns. I oversee the work and connect the details, so you don’t have to coordinate providers or chase the next step.
One relationship. Everything carried through.
Plans put to work
We are operational.
A plan is only useful when someone makes it happen. I find the opportunity, bring in the right specialists, and stay involved through execution.
Whether that means working with tax-loss-harvesting hedge funds or putting a new company structure in place, we coordinate the details and help carry the plan through.
I study the tax code, understand your plans, and look for opportunities others may overlook, before you commit.
Personal expertise. Hands-on follow-through.
Bookkeeping
Current books. A clear picture.
We check transactions, reconcile accounts, and deliver reviewed monthly reports.
We check the documents, match the bank payment and record the purchase. In this example, it is an equipment asset, not an operating expense.
Bank payment → Match the record → Equipment asset · Recorded as an asset
Business and personal
In your corner. Business and personal.
Our support extends to you as a founder. We advise you personally as well, connecting your business decisions with your own tax situation.
And we carry the work through filing: returns prepared and reviewed, obligations and deadlines tracked. I already know the context and stay accountable for the follow-through.
One team, 100% in your corner. With me personally involved.
End of walkthrough
Your engagement defines the work, responsibilities and deadlines for your business. You provide the business context, records and decisions we need.
Technology creates time for better judgment
AI-native ledger. Reviewed by human experts.
AI handles the repetitive bookkeeping. Human experts review the work. That gives us more time to plan with you, find tax opportunities, and think ahead.
Less routine work. More time with experts.
Product ledger and report views · Sample data
Source evidencePosted journalFinancial report
Corporate card · Sep 02, 2026
Cloud infrastructure
$4,212.55Posted in this illustrationJE-7 · Sep 02, 2026
- Debit · 6040Software and hosting
- $4,212.55
- Credit · 2110Credit card
- $4,212.55
Income statement · Accrual basis
Software and hosting$4,212.55
- Total expenses
- $37,096.55
- Net income
- $4,903.45
Your transactions. Their source. The finished reports.
No live client information shown.
Explore the records and reportsTransactions, human review, income statement and balance sheet
Inspect the records.
Explore the source activity, the decisions held for review, and the financial statements. Every amount has its supporting entry.
Sable Creek Systems, Inc.Illustrative example · not client data
Jul 1–Sep 2, 2026
Prepared Sep 3, 2026 · USD · Accrual basis · Unaudited
Ledger
Select a record to inspect its journal below.Aug 28 – Sep 2, 2026 · USD · As of Sep 3, 2026
- Money in
- 42,000.00
- Money out
- 46,936.55
- Net movement
- (4,936.55)
How it arrivesMercury · 4 rowsBrex · 2 rows5 posted · 1 not written yet
Source activity, including the held wire. These movements are not ledger balances or revenue.
Selected Cloud infrastructure — monthly. Its posted journal entry is shown below the transaction list.
Source → journalCloud infrastructure — monthly
- Arrived
- Brex · Sep 02, 2026 · Corporate card
- Given a category
- 6040 · Software and hosting
- Recorded in the books
- Journal entry #JE-7
- Matched to your bank
- Not checked against the statement yet
JE-7 · Sep 02, 2026Cloud infrastructure — monthly
| Account | Debit | Credit |
|---|---|---|
| 6040 Software and hosting | $4,212.55 | — |
| 2110 Credit card | — | $4,212.55 |
The $4,212.55 debit is included in Software and hosting on the income statement. The credit increases the card liability.
One transaction needs a closer look
Know what it is.
Then put it in the books.
The bank feed tells us money arrived. It doesn’t tell us what it was for. A person reviews the context before it is recorded.
Held for human review
+$42,000.00Wire in — unidentified sender
Aug 28, 2026 · Business checking
The sender is unidentified. This wire stays out of the posted books until it is resolved.
AI suggestion · 61% confidence in this illustration1100 · Accounts receivable
A suggestion is not a posting. The sender and purpose still need to be established.
Same deposit. Different accounting.
The context changes where it belongs.
- Customer payment · Accounts receivable
- May settle an invoice already recorded as revenue. Recording it again would double-count the income.
- Loan proceeds · Liabilities
- Money the business owes back. It is not revenue.
- Owner contribution · Equity
- Capital put into the business. It is not revenue.
We identify the sender and purpose before posting. This sample wire stays held. No journal entry has been created for this wire.
The separate $42,000.00 invoice already in the books
Equal amounts do not establish a match. This issued invoice is a separate posted event; the unidentified wire remains held.
JE-3 · Aug 20, 2026Enterprise invoice issued
| Account | Debit | Credit |
|---|---|---|
| 1100 Accounts receivable | $42,000.00 | — |
| 4000 Revenue | — | $42,000.00 |
Earned. Spent.
What’s left.
Income statement · Sample company
Jul 1–Sep 2, 2026 · USD · Accrual basis · Unaudited
Only posted entries appear here. The unidentified wire remains outside the books.
Revenue$42,000.00
Operating expenses$37,096.55
Net income$4,903.45
Revenue
Revenue4000$42,000.00
- Enterprise invoice issuedAug 20, 2026 · Posted journal entry · JE-3$42,000.00
Operating expenses
Payroll6000$18,400.00
- Semi-monthly payrollSep 01, 2026 · Business checking · JE-6$18,400.00
Software and hosting6040$4,212.55
- Cloud infrastructure — monthlySep 02, 2026 · Corporate card · JE-7$4,212.55
Office supplies6120$1,284.00
- Office supplies — quarterly orderSep 02, 2026 · Corporate card · JE-8$1,284.00
Contract labor6200$13,200.00
- Contractor invoice approvedAug 12, 2026 · Posted journal entry · JE-2$13,200.00
Net income$4,903.45
Profit is not the bank balance. The issued invoice records revenue before collection; equipment is an asset; and paying the contractor settles a bill already recorded.
Balance sheet
As of Sep 2, 2026 · Prepared Sep 3, 2026 · USD · Accrual basis · Unaudited
Assets
Business checking1010$258,560.00
JE-1 · Jul 01, 2026Opening capital contribution
| Account | Debit | Credit |
|---|---|---|
| 1010 Business checking | $300,000.00 | — |
| 3100 Paid-in capital | — | $300,000.00 |
JE-4 · Aug 29, 2026Contractor settlement
| Account | Debit | Credit |
|---|---|---|
| 2000 Accounts payable | $13,200.00 | — |
| 1010 Business checking | — | $13,200.00 |
JE-5 · Aug 30, 2026Workstations — capitalized
| Account | Debit | Credit |
|---|---|---|
| 1500 Equipment | $9,840.00 | — |
| 1010 Business checking | — | $9,840.00 |
JE-6 · Sep 01, 2026Semi-monthly payroll
| Account | Debit | Credit |
|---|---|---|
| 6000 Payroll | $18,400.00 | — |
| 1010 Business checking | — | $18,400.00 |
Accounts receivable1100$42,000.00
JE-3 · Aug 20, 2026Enterprise invoice issued
| Account | Debit | Credit |
|---|---|---|
| 1100 Accounts receivable | $42,000.00 | — |
| 4000 Revenue | — | $42,000.00 |
Equipment1500$9,840.00
JE-5 · Aug 30, 2026Workstations — capitalized
| Account | Debit | Credit |
|---|---|---|
| 1500 Equipment | $9,840.00 | — |
| 1010 Business checking | — | $9,840.00 |
Total assets$310,400.00
Liabilities
Credit card2110$5,496.55
JE-7 · Sep 02, 2026Cloud infrastructure — monthly
| Account | Debit | Credit |
|---|---|---|
| 6040 Software and hosting | $4,212.55 | — |
| 2110 Credit card | — | $4,212.55 |
JE-8 · Sep 02, 2026Office supplies — quarterly order
| Account | Debit | Credit |
|---|---|---|
| 6120 Office supplies | $1,284.00 | — |
| 2110 Credit card | — | $1,284.00 |
Total liabilities$5,496.55
Equity
Paid-in capital3100$300,000.00
JE-1 · Jul 01, 2026Opening capital contribution
| Account | Debit | Credit |
|---|---|---|
| 1010 Business checking | $300,000.00 | — |
| 3100 Paid-in capital | — | $300,000.00 |
Current-year earnings3900$4,903.45
Current-year earnings come from the income statement: $42,000.00 in revenue less $37,096.55 in expenses equals $4,903.45.
Total equity$304,903.45
Equity is the owner’s residual interest after liabilities. It is not available cash.
Assets = liabilities + equity
$310,400.00 = $5,496.55 + $304,903.45Both sides total $310,400.00.
Why the contractor payable is settled
The contractor invoice records $13,200.00 in contract labor and accounts payable. The later payment reduces accounts payable and cash by the same amount.
JE-2 · Aug 12, 2026Contractor invoice approved
| Account | Debit | Credit |
|---|---|---|
| 6200 Contract labor | $13,200.00 | — |
| 2000 Accounts payable | — | $13,200.00 |
JE-4 · Aug 29, 2026Contractor settlement
| Account | Debit | Credit |
|---|---|---|
| 2000 Accounts payable | $13,200.00 | — |
| 1010 Business checking | — | $13,200.00 |
Illustrative accounting records, not live product or client data. Unaudited. Prepared for management use. All statement totals are derived from the sample posted journal. The held wire is excluded.
Understand the financial pictureWhat you own, what you owe, and your equity
Clarity you can come back to
Your business.
The whole picture.
What you own. What you owe. Where you stand. Clear reports, with the detail there when you need it.
01 / 04
What your business owns.
Cash, outstanding invoices, and equipment. Every account in context.
Assets include more than cash. Select an account to see what it represents.
As of Sep 2, 2026 · Accrual · USD
Sample data · Posted entries only
What makes up your assets
Assets
Business checkingAccount 1010$258,560.00
The checking balance from posted entries. The unidentified wire is still held outside the books; this is not a live bank balance.
Accounts receivableAccount 1100$42,000.00
The enterprise invoice earned but not yet collected. It is recorded as revenue and an amount the customer owes.
EquipmentAccount 1500$9,840.00
Four workstations recorded as equipment. The purchase adds an asset rather than another operating expense.
Total assets$310,400.00
Assets = liabilities + equity$310,400.00 = $310,400.00
Unaudited. Prepared for management use by HIGHLAKE · Sep 3, 2026
02 / 04
Know what’s still owed.
Obligations already recorded in the books, in one clear view.
This sample’s remaining liability is its corporate card balance. The contractor payable has already been settled.
As of Sep 2, 2026 · Accrual · USD
Sample data · Posted entries only
Your outstanding obligations
Liabilities
Credit cardAccount 2110$5,496.55
Software and office supplies charged to the corporate card. The expenses are recorded; the card balance is still owed.
Total liabilities$5,496.55
Assets = liabilities + equity$310,400.00 = $310,400.00
Unaudited. Prepared for management use by HIGHLAKE · Sep 3, 2026
03 / 04
What remains for the owners.
Assets less liabilities. Capital contributed, plus earnings retained.
Equity combines the owners’ contribution with the result from the income statement. It is not the cash available to spend.
As of Sep 2, 2026 · Accrual · USD
Sample data · Posted entries only
Your ownership, explained
Equity
Paid-in capitalAccount 3100$300,000.00
The owners’ capital contribution. Funding the business adds equity, not revenue.
Current-year earningsAccount 3900$4,903.45
Revenue less expenses for this sample period. This is the same net income shown in the income statement above.
Total equity$304,903.45
Assets = liabilities + equity$310,400.00 = $310,400.00
Unaudited. Prepared for management use by HIGHLAKE · Sep 3, 2026
04 / 04
One picture. Everything accounted for.
The complete balance sheet, tied to the same posted sample ledger.
What you own. Less what you owe. Your equity.
One connected set of books. Select an account or total to explore.
As of Sep 2, 2026 · Accrual · USD
Sample data · Posted entries only
How it all fits together
Assets
Business checkingAccount 1010$258,560.00
The checking balance from posted entries. The unidentified wire is still held outside the books; this is not a live bank balance.
Accounts receivableAccount 1100$42,000.00
The enterprise invoice earned but not yet collected. It is recorded as revenue and an amount the customer owes.
EquipmentAccount 1500$9,840.00
Four workstations recorded as equipment. The purchase adds an asset rather than another operating expense.
Liabilities
Credit cardAccount 2110$5,496.55
Software and office supplies charged to the corporate card. The expenses are recorded; the card balance is still owed.
Equity
Paid-in capitalAccount 3100$300,000.00
The owners’ capital contribution. Funding the business adds equity, not revenue.
Current-year earningsAccount 3900$4,903.45
Revenue less expenses for this sample period. This is the same net income shown in the income statement above.
Assets = liabilities + equity$310,400.00 = $310,400.00
Unaudited. Prepared for management use by HIGHLAKE · Sep 3, 2026
Adapted from the product’s balance-sheet view. The same illustrative company and posted ledger as above.
Why I founded HIGHLAKE
The accounting firm I wanted as a business owner.
Anaiy SomalwarFounder, HIGHLAKE
I co-founded and bootstrapped a business to more than $10 million in revenue. As it grew, I needed an accounting team that understood the decisions ahead, their tax implications, and the work required to carry them through.
Facing millions in taxes, I spoke with more than 50 CPA firms. I heard about basic deductions, but not the plan I was looking for. I studied my own tax situation in depth. That experience changed what I expected from an accounting firm.
I founded HIGHLAKE to bring that depth of attention to other business owners. We learn how your business works and what you want to build. That understanding shapes the bookkeeping, tax advice and filing we do for you. One team, involved in the details and responsible for seeing the work through.
Your business should shape the advice.
The experience behind that standard.
Anaiy’s own business and personal history
Building a business
Co-founded and bootstrapped, without outside capital.
- In revenue
- $10M+
- Profit margins
- 80%+
Personal tax and property experience
Over six months, in his own businesses and portfolio.
- Personal real estate acquired
- $7,000,000+
- Saved in personal taxes
- $1,000,000+
These figures describe Anaiy’s own business and personal history, not HIGHLAKE client results or promised outcomes.
Background as of Sep 2026
More about Anaiy
Explore the experience behind HIGHLAKE.
Built from experience
A business owner first.
Anaiy co-founded and bootstrapped a business to $10M+ in revenue with 80%+ profit margins and no outside capital. His operating record includes seven-figure EBITDA. He has worked with dozens of startups and companies across dozens of different sectors.
That experience shapes HIGHLAKE: understand the business, look ahead, and take responsibility for carrying the accounting work through.
As seen in
Analytical background
Study. Then think for yourself.
Triple major: EECS · Business Administration · Applied Mathematics
Study abroad
Former U.S. Youth Chess Team Member
National Master of Chess
7 peer-reviewed publications
Research
Experience
Fellow
FellowVenture & personal investing
A wider perspective.
Anaiy has worked with companies across dozens of different sectors.
$50,000,000+In VC deals sourced
Personal angel portfolio
naïve
Lumios
Human ArchiveThese are Anaiy’s personal investments, not HIGHLAKE clients, endorsers or investors.
More on his personal investing
The $500,000+ personal angel portfolio is part of Anaiy’s own background supplied September 2026. It is separate from capital raised by HIGHLAKE.
Personal tax and ownership experience
Personal experience with complex tax decisions.
Anaiy’s experience with his own businesses and portfolio informs the standard he brings to HIGHLAKE: understand the circumstances, think through the options, and stay involved in the work.
Over six months, Anaiy acquired $7,000,000+ in personal real estate across 7+ properties and saved $1,000,000+ in personal taxes. He also reports $2.5M in income deductions from his own businesses and portfolio; this is separate from the $1M+ tax-savings figure.
He founded Campanile Capital. His tax and ownership-structuring experience spans five states and three countries, including trusts, holding structures, banking, cost segregation and bonus depreciation.
Explore his personal ownership structure
In his own structure, an offshore trust owns an offshore holding company, which owns a domestic holding company, which owns five state LLCs in California, Arizona, Texas, Tennessee and Florida.
Offshore trust
Offshore holding company
Domestic holding company
- CaliforniaLLC
- ArizonaLLC
- TexasLLC
- TennesseeLLC
- FloridaLLC
Founder of
Campanile Capital
He reports identifying missing elections, ownership-allocation errors and an incorrect 1099 disclosure while reviewing his own CPA-prepared returns.
A direct relationship. Personal responsibility.
My expertise. My network.
In your corner.
I’ve built businesses of my own and worked with dozens of startups. You get my experience, judgment, and personal attention.
My network is yours. I make relevant personal introductions to founders, investors, and specialists. I stay actively involved and look out for your business.
I hold HIGHLAKE to one standard: the best accounting service money can buy. Wall Street-caliber rigor, personal attention, and responsibility for carrying the work through.
A referral-only community
Our resources are your resources.
Top law firms. Top VC firms. Customers across a variety of sectors. A professional angel network. Tax experts and specialist operators.
Our network
Our network. Open to you.
Top law firms. Top VC firms. Customers across a variety of sectors. A professional angel network. Tax experts and specialist operators.
Whether you need a legal perspective, a conversation with an investor, or an introduction to a potential customer, we start with the people we know and the context that makes the connection useful.
We make the introduction personally, explain why it matters, and stay involved in the next step.
Our relationships become a resource for your business.
Beyond the books
Your financials are the language of your business.
Revenue, margins, cash flow, and spending tell a story. We use it to understand how your business works and what would help it grow.
That context makes our help specific: potential customers in a new sector, an operator who has solved a similar problem, or the right legal or tax specialist before a major decision.
We connect what we learn from your books with your plans, so the conversation goes beyond last month’s numbers to what you want to do next.
Understand the business. Find the right people. Help move it forward.
Our community
A community. By referral only.
Founders, operators, and people who know what it takes to build. A community formed through personal relationships and trusted referrals.
We help connect people with something useful to offer each other: a potential customer, experience entering a new market, an investor’s perspective, or a specialist who understands the problem.
We make thoughtful introductions, share perspective, and follow up. The value is in knowing who to call, why the connection fits, and helping the conversation get started.
Your accounting relationship comes with people in your corner.
Specialist help
The right expertise. Put to work.
Tax credits, planning opportunities, and complex decisions deserve a closer look. We help bring the right expertise to the table.
For potential tax credits, we coordinate a review of eligibility, qualifying activity, supporting records, and filing requirements. For business structure or a significant transaction, we connect the tax and legal perspectives.
When property is part of the picture, that can include real estate specialists and a review of depreciation or cost segregation. It starts with what is relevant to your situation.
We stay involved from the first question through the next steps.
Static illustrations · reduced motion
A community built on personal introductions.
Referral only. Personally involved. Invested in what comes next.
I stand behind the work. Personally.
I stay personally involved, from your books to what comes next.
Before we begin.
Will I still be managing the accounting?
HIGHLAKE handles the bookkeeping, tax advice and filing covered by your engagement. You provide the business context, records and decisions we need. Our team does the accounting work and keeps you informed.
Who checks the work?
Our team reviews the details, with Anaiy personally overseeing the work. AI supports repetitive tasks. We answer your questions and remain responsible for your books.
Can you work with my existing books?
Yes. After your client request is accepted, you can connect your existing QuickBooks and supported bank accounts. HIGHLAKE reviews the records with you and confirms the starting point for your books.
Can I become a client now?
We are currently at capacity. Join our waitlist and tell us about your business. We review requests as capacity opens and follow up if there is a fit. Joining does not promise an admission date or create an engagement.
Something else on your mind? Get in touch.
Tax strategy. Books. Filing. One team.
Focus on your business.
We’ll handle the finances.
World-class expertise. Personal introductions.
A team invested in your next move.
HIGHLAKE handles the bookkeeping, tax advice and filing covered by your engagement. You provide the business context, records and decisions we need.
Join our waitlist
is currently at capacity. Join our waitlist.
Tell us about your business. We review requests as capacity opens and follow up if there is a fit.