Services
Everything your business needs, under one roof
Bookkeeping. Tax preparation. Tax planning. Advisory. One accountant, one relationship, and no switching providers as you grow.
Monthly Bookkeeping
Remote bookkeeping in QuickBooks Online: every transaction recorded, categorized, and reconciled, every month.
- Transaction categorization
- Bank & statement reconciliations
- Three packages at a fixed monthly rate
Financial Reporting
Your P&L and Balance Sheet delivered by the 15th of every month, with a written summary that explains what the numbers mean.
- Monthly P&L and Balance Sheet
- Plain-English written summary
- Delivered to your client portal
Sales Tax Compliance
Sales tax calculated, filed, and remitted in every jurisdiction you sell in, so you stay clean with the state.
- Multi-jurisdiction filings
- Filing calendar and reminders
- Remittance handled for you
Payroll Processing
Full payroll management, on time, every time.
- Direct deposits and withholding
- Quarterly payroll filings
- Year-end W-2s
Tax Preparation
Personal and business returns prepared accurately and filed on time, at a flat fee based on entity type, not hours.
- Personal 1040
- Schedule C, S-Corp (1120S), Partnership (1065)
- Coordinated with your bookkeeper or CPA
Tax Planning
Tax prep files what happened. Tax planning changes what will happen.
- Quarterly estimates with exact amounts and due dates
- Mid-year income check-in
- Year-end deduction strategy before Dec 31
1099 Contractor Suite
Built for independent contractors, freelancers, and the self-employed.
- Schedule C and 1040 preparation
- Quarterly estimated taxes
- Full-year package available
Forecasting
Numbers you can make decisions with, reviewed every quarter.
- Rolling cash-flow projections
- Budget vs. actual analysis
- Break-even and ROI models
Advisory
Answers when you need them, hourly or as a prepaid block.
- Entity structure and S-Corp election reviews
- Retirement account strategy
- 60-minute Tax Strategy Session with written summary
QuickBooks Cleanup & Catch-Up
Behind on your books, or not sure they're right? We'll get you current, then keep you there.
- Past months cleaned up and reconciled
- Miscategorized transactions fixed
- A clean starting point for monthly service
How it works
Getting started is simple
Three steps from first call to clean monthly books.
Free 20-minute consult
We talk through your business, what you need, and whether we're a fit. No pressure, no obligation.
Onboarding
You share QuickBooks and statement access. We review your books and set up your secure client portal.
Monthly rhythm
Your books are closed each month and your reports land in your portal by the 15th, with a written summary.
Ready to hand off the books?
Book a free 20-minute consult. No pressure, no obligation, just an honest look at where your numbers stand.
Book a Free Consult