Four ways we can work together!

Monthly Bookkeeping:

We want to take the burden of dealing with the numbers and give you back your time and energy to do what you do best. Running your business! 

We work with clients all over the country — that means you can run your business from anywhere and we will be here for you. Support is provided via email, phone calls or video calls. Find out how we can make a difference for you. 

Bookkeeping packages start at $525 per month and are completely customized based on each business.

One Time Advisory and Training:

Are you ready to use Quickbooks Online, but don’t know where to start and the thought of creating a mess is keeping you from taking action?

We know that taking on new software when you’re already a busy business owner can seem overwhelming. That’s exactly why we created the QBO Set up & Advisory package. In this package, we customize your Chart of Accounts, which is the heart of your bookkeeping and reporting, we set up the software for you to ensure that all of the right features are turned on and all the features you don’t need turned off, we do customized training to meet you where you are. So if you already have some Quickbooks experience, we don’t waste time with the basics, we jump right into what you need to know.

The best part? We record the trainings and provide them to you so you can reference the training at any time. This service starts at $499 for a standard set up.

This is perfect for:

• DIYers who want to make sure they’re starting on the right foot

• People who have been using Quickbooks Online for a while but aren’t sure if they’re doing it right or have reached a point where they need more help

• Someone who wants to integrate their CRMs (like 17hats, Honeybook, Shopify) and payment processors (like Square or Stripe) but wants someone to help them through that process and understand how it all works together

What is included:

• QBO Set up and customization
• Chart of Accounts specific to your industry and business needs
• Bank and Credit Card Initial Setup for multiple accounts
• Two Hours of QBO Training, recorded for your continued reference

Taxes Preparation:

We prepare taxes for individuals, small businesses, service providers, and contract workers. Our team makes sure your return is accurate and that you’re taking the deductions you qualify for.

We quote each filing based on what it involves: your business structure, the number of owners, the states you file in, and whether your books are up to date. Tell us about your business and we’ll send you a quote.

Taxes Planning:

Does your income change every year? Worried about what your taxes will look like next year?

Tax planning is a separate service from tax preparation, and it starts at $1,500. We look at your actual numbers, estimate what you’re likely to owe, and walk through your options before the year ends, so your tax bill isn’t a surprise.