Explore Our Services

Accurate. Organized. Effortless. This plan provides thorough bookkeeping support tailored for small businesses that want clean, reliable financial records. We’ll handle your day-to-day transaction tracking, monthly reconciliations, and financial reporting with precision—so you can stay focused on your business.
We also seamlessly collaborate with your tax professional or CPA to ensure everything aligns for year-end filings. Whether you're preparing for tax season or optimizing cash flow, we've got your books covered with clarity and care.
Starts at $149 per month.
Final pricing depends on the volume of monthly activity—because your business is unique, and your bookkeeping support should be too. Whether you're just getting started or managing high transaction volume, we'll customize the service to fit your operations.

Your all-in-one solution for stress-free financial management. The Small Business Essentials Package combines reliable monthly bookkeeping with Schedule C tax preparation, giving small business owners the clarity and confidence they need to stay on track year-round.
We keep your books clean, your deadlines met, and your taxes optimized—so you can focus on what you do best: running your business. Whether you're just starting out or scaling steadily, this package ensures your financial foundation is strong, organized, and compliant.
Includes monthly reconciliations, transaction categorization, profit & loss reporting, and seamless tax prep designed for sole proprietors and single-member LLCs.
Pricing begins at $175 per month, with a one-year commitment. Final pricing may vary depending on transaction volume and business activity—but every client gets the same high-quality, personalized support.

Complete financial care for busy business owners.
This package brings together everything you need to stay organized, compliant, and confident—year-round. This plan includes thorough monthly bookkeeping, business tax return preparation (for LLCs, S-corps, or partnerships), and personal tax filing, so your entire financial picture is taken care of under one roof.
Whether you run a growing company or manage multiple income streams, we keep your numbers aligned and deadlines met with proactive attention and clear communication.
Pricing begins at $299 per month, with a one-year commitment. Final pricing may vary depending on transaction volume and business activity—but every client gets the same high-quality, personalized support.

We provide personalized tax preparation for individuals and businesses—including sole proprietors, LLCs, Partnerships. and S-Corps—with a focus on, accuracy, compliance, and maximizing savings. From federal and state filings to estimated payments, we take the stress out of tax season so you can stay focused on what matters most.
Individual tax returns start at $149, sole proprietor filings (including Schedule C) begin at $349, and full business returns—such as partnerships and S-Corps—are priced from $699. Final pricing depends on complexity, but every return is handled with care, accuracy, and a focus on maximizing deductions and compliance.

Our tax advisory sessions go beyond filing—we help you understand your tax landscape and build strategies that support your financial goals. Whether you're navigating quarterly payments, planning for growth, or optimizing deductions, we provide guidance tailored to your unique situation.
Appointments include one-on-one time to review your income, expenses, and business structure, along with actionable recommendations to improve compliance and reduce surprises at tax time.
Clarity now means confidence later. Let's plan ahead—together.
Individual strategy sessions are available at $149 per hour, giving you access to personalized guidance on deductions, estimated payments, entity selection, and more. For clients who need ongoing support throughout the year, we offer custom pricing for annual advisory plans tailored to your business needs.
This service is also included in our Business Essentials and Business Advantage packages—so you can enjoy ongoing support without the extra cost.

We take care of the paperwork—filing with the state and securing your EIN—so you can launch your business feeling confident, supported, and ready for growth.
Starting at $199, with final pricing based on how many states you need to register in.

Take the next step toward clarity and confidence in your business. Schedule a virtual or phone meeting and let’s build financial systems that support your growth.