Focus on your business
Don't worry about your numbers
How it works
Three Easy Steps
1
Discovery Call
Let’s talk about your business, understand your needs, and see if we’re the right fit for each other.
2
Collect Information
After the consultation, we’ll send you an engagement letter and a personalized list of the documents and information we need to get started.
3
Implementation
Focus on growing your business. We’ll handle bookkeeping and tax work so you can spend your time where it matters most. We’ll deliver everything you need—accurately and on time.
Bookkeeping
Basic starts at
$150/Mo
- Perfect for new business and sole prop
- Transaction categorization
- Financial statements
- Bank reconciliation
- Tax ready book
Custom starts at
$500/Mo
- Perfect for ongoing financial guidance
- Everything in premium
- Quarterly meeting
- Cash flow management
- Tax planning coordination
Premium starts at
$300/Mo
- Perfect for growing business with employees or multiple accounts
- Everything in basic
- Payroll reconciliation
- Loan and liability tracking
- Quarterly financial review
Tax Prep & Planning
Individual Starts at
$1,000
- Individual
- Sole Proprietorship
- Rental and/or Royalties
- International Tax
- Gift or Trust/Estate
- Simple return range from $500 to $750
Business Starts at
$1,500
- Partnership
- S Corporation
- C Corporation
- Multi-States
- Franchise Tax
Tax Advisory
- Tax Planning
- Entity Selection and Election
- Retirement Planning
- Business Purchase and Sale
- Change of Accounting Method
- Capital Gain and Investment
- IRS Representation
- QSBS / QOZ Fund
