Our Services
Services for Individuals & Families (non-business owners)
We offer a variety of financial services to individuals and families like tax planning, tax preparation, and personal financial coaching. We listen and work with you to help you to achieve your financial goals one step at a time. Contact us below and let us know how we could help.
Services for Business Owners
Bookkeeping Clean up & Catchup
We can get your books tidy and up-to-date with our clean-up/catch-up service for a one-time price. We can catch up multiple years, if needed. Prices vary based on scope of work.
Monthly Bookkeeping Services
record income and expenses
categorize transactions
bank reconciliation
custom financial reports
Tax Compliance & Other Services
Tax Planning and Tax Preparation
Quarterly Estimated Tax Filing
Accounts Payable Management
Accounts Receivable Management
Cash flow Management and more
Pricing
We know that one size doesn't fit all. Instead of offering cookie cutter packages, we offer a custom flat-rate monthly price per business-owner client that is based on the complexity of your business and your needs along with any additional add-on services requested. Contact us for a free quote.
Due to our desire to provide the highest quality of service, we are not the cheapest in town. We work with a limited number of clients in order to provide first-class customer service. We are able to work with clients with various budgets, and if we are not a good fit for you, we will recommend other professionals or alternatives.
Schedule a discovery call with us to see how we can help.
Important Information:
All services are performed virtually. Bookkeeping services are performed using Quickbooks Online by a Certified Quickbooks Online ProAdvisor.
Many business owners say that they waited too long before working with a bookkeeper. Don’t wait another day.
