Services

Two services. Done properly.

We keep the offering narrow on purpose — bookkeeping and tax preparation, integrated with each other, so nothing gets lost in the handoff between the two.

01

Bookkeeping

Your books, reconciled every month and reviewed by a person — not just synced and forgotten. Built for small businesses that need to trust their numbers without hiring a full-time controller.

Pricing is based on transaction volume and entity complexity; most solo and small-team clients fall into a flat monthly rate set during onboarding.

  • Bank & credit card reconciliationMONTHLY
  • Chart of accounts setup & cleanupONE-TIME
  • Profit & loss statementMONTHLY
  • Balance sheetMONTHLY
  • Accounts payable trackingONGOING
  • Accounts receivable & invoicing supportONGOING
  • Payroll coordinationOPTIONAL
  • Year-end books, ready for your CPAANNUAL
02

Tax Preparation

Individual and business tax returns, prepared from books we already know are accurate. If you're a bookkeeping client, tax season is mostly a formality by the time we get there.

We also work with businesses coming to us for tax prep alone — a books review is the first step so nothing gets filed on shaky numbers.

  • Individual returns (Form 1040)ANNUAL
  • Sole proprietorship (Schedule C)ANNUAL
  • LLC & partnership returnsANNUAL
  • S-corp returnsANNUAL
  • Quarterly estimated tax calculations4x / YR
  • Tax planning & entity guidanceONGOING
  • Prior-year amended returnsAS NEEDED
  • IRS notice & correspondence supportAS NEEDED

WHO WE WORK WITH

Built for small teams, not enterprise finance

Independent professionals

Consultants, freelancers, and contractors who need clean books for quarterly taxes and their own peace of mind.

Small businesses

LLCs and S-corps with a handful of employees or contractors, where the owner is done doing the books at 11pm.

Growing teams

Businesses that need financials clean enough to hand to a lender, investor, or CPA without a scramble.

Not sure which service you need?

Tell us where things stand — we'll tell you the fastest way to get current.

Schedule a consultation