our services

Stress-free solutions for small businesses

Making your business finances a breeze

Bookkeeping & Tax Strategy 

Starting at $500/month

Are you overwhelmed with monthly bookkeeping and feeling like your books are a mess? Or worse, non-existent? No worries – we can help.

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All transactions are professionally coded and reviewed on a monthly basis. Everything neat and tidy well before tax season even begins.

No more year-end scramble.

We provide real-time data to show you how you’re really doing – where you’re making your money and where you’re spending your money. In a way you can actually understand.

Reporting customized for you.

We use automatic bank feeds – no need to pass along any paper or receipts. Welcome to the 21st century.

Say good-bye to paper.

We prepare your quarterly estimated tax payments so you are compliant and prepared for year-end taxes.

No scary tax surprises.

Each month we provide actionable tax tips and we are always looking for ways to reduce your tax liability, whether it be utilizing a certain tax credit or electing to file as an S corporation.

Proactive money and tax-saving advice.

Tax Preparation & Planning

starting at $700/year

If you’re looking for someone to not only file your personal and/or business taxes, but also help you maximize your saving opportunities through year-round check-ins to provide tax strategy and planning – we’re here to help!

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We specialize in working with sole proprietors, LLCs, S-Corps and C-Corps. We’ll prepare federal, state and local income tax returns. We’ve got you covered. Best of all, we can work together 100% remotely with folks across the country.

We've got your business' back.

Neither do we. We provide monthly tips and pointers, as well as many online resources, so you can better understand tax guidelines that apply to you.

Don't like being in the dark?

Quarterly Estimated Tax Preparation

$150 per quarter

If you have business income or if you receive income as a freelancer or contractor, you likely have to make estimated tax payments.

Not sure how to do this? 

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Don't worry. We've got you.

You just provide your quarterly income and we’ll calculate your estimated tax payment so you can avoid penalties.

Need a CFO, like yesterday?

Are you looking for strategic financial planning for your growing business but can’t exactly afford adding a CFO to your payroll yet? Let us help.

We’ll have monthly strategy calls to discuss your financial results, operating margins, and business & personal goals and how best to meet them. 

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We’ll come up with a tactical plan on how to keep your profits high and how to best reduce your tax liability.

Plus we can take over any of those pesky back office tasks such as payroll, paying your contractors, and invoicing so you can focus on the aspects of your business that spark joy.

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