Why Clients Choose Us
We specialize in providing reliable, personalized business and tax solutions designed to support your growth and peace of mind. Our approach begins with your needs. We like to offer three core service areas that cover the essential financial needs of most businesses. From there, we offer a wide selection of à la carte services that can be added based on your industry, goals, and the unique challenges your business faces.
Every client receives a tailored plan—no one-size-fits-all packages here. Whether you're a solo entrepreneur, a growing startup, or an established company, we work closely with you to understand your specific needs and design a strategy that fits. There are no long-term contracts, no hidden costs, and no surprise fees—just straightforward, flexible service that evolves with your business.
Let us take the guesswork out of tax and financial planning, so you can focus on what you do best: running your business.
Services Offered
Starter Plan
Perfect for solopreneurs and early-stage businesses
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Includes monthly bookkeeping and reconciliations, profit and loss statements, balance sheet reporting, business projections, strategy planning, and email support.
Growth Plan
For growing LLCs & S Corps
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Includes everything in the Starter Plan, plus quarterly financial review meetings, sales tax filing (if applicable), estimated tax calculations, quarterly budget updates, and advanced financial reporting.
CFO Plan
Designed for strategic insight & financial clarity
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Includes everything in the Starter Plan, plus monthly strategy sessions, budget vs. actual analysis, custom reporting options, advanced tax planning, goal mapping, and advisory accountability check-ins.
Additional Services
(Available à la carte or bundled)
QuickBooks Online Setup & Cleanups
Backwork & Catch-Up Projects
Custom Budget Templates
IRS/State Notice Resolution
Entity Formation & Structure Strategy
Entity Setup, EIN & DBA Applications
Bookkeeping for Multiple Entities
End-of-Year 1099 Preparation
Annual Tax Preparation
Workers Comp Audits
QuickBooks CleanUp
Bookkeeping Training
Quarterly Estimated Payments
Owner Draw/Distribution Consulting
Business Registrations (Sales Tax/Withholding/Unemployment/BOIR)
AP/AR Services
And more!