What We Offer

We offer a range of services to meet the needs of every client. Have something else in mind? We’re be happy to work with you to create a custom quote.

The packages below are just a few examples of typical clients. Your custom pricing may be higher or lower depending on your needs.

  • Your foundation for financial health includes monthly account reconciliations, quarterly financial reports. A no-frills approach that is great for solo-entrepreneurs and small business owners.

  • For business owners ready for the next level of support and planning. In addition to basic bookkeeping, you receive monthly financials, services such sales tax and payroll support, and an annual business tax return.

  • For owners who want all of their individual and business tax needs met in one place. In addition to the services listed above, we’ll prepare your personal tax return, give you year-round tax consultation, quarterly estimated payment calculations, and year end projections.

  • For those without business accounting needs, or for solo entrepreneurs who are not required to file a separate business tax return.

Request a quote

Our Process

Discovery

We’ll start with a conversation to understand your business, your goals, and where things may be falling through the cracks. We’ll review your prior tax return and current books to scope everything properly.

Clean-up

The clean-up process makes your financials accurate, up to date, and structured correctly so you don’t make decisions based on messy data.

Build Our System

Implementing a streamlined framework for ongoing work keeps things efficient, predictable, and easy to maintain. We’ll tweak the process as needed to meet your specific needs.

Ongoing Guidance

We won’t just issue reports and disappear. We’ll stay involved to help you understand your numbers, reduce tax liability, and make better decisions as you grow.

Let’s work together.

If you're interested in working with me, complete the form with a few details about your project. I'll review your message and get back to you within 48 hours.