Not Sure Which Service You Need?

That’s completely okay — many clients come to us unsure where to start.

We’ll review your situation, ask the right questions, and help you determine the best next step for your business or personal tax needs.

Brief fit reviews are complimentary. Consultations involving advisory, planning, or in-depth review are billed separately.

Explore all your options below!

Monthly Bookkeeping

Clarity & Consistency

Best For: Established businesses with consistent activity

Pricing: Starts at $450/mo

Key Feature: Monthly reconciliation & receipt management

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Book Consultation

Tax Preparation

Accuracy & Compliance

Best For: Individuals & Businesses needing reliable filing

Pricing: Indiv. $400+ | Biz $600+

Key Feature: Secure portal & IRS notice support

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Business Support

Advisory & Setup

Best For: Startups or restructuring entities

Pricing: Custom / Advisory

Key Feature: Entity setup, EIN & QB Setup

Bookkeeping FAQs

  • Ongoing services begin at $450 per month. Pricing depends on transaction volume, complexity, and the level of support required.

  • We focus on ongoing relationships to provide consistent insight. One-time cleanups are considered on a limited basis depending on availability.

  • Small businesses with consistent monthly activity that value accuracy and ongoing support rather than just basic data entry.

  • We primarily use QuickBooks Online.

Taxes & Business Support

  • Yes. We handle S-Corporations, Schedule C filers, and individuals with rental or small business income.

  • Yes, these are available as standalone services or alongside bookkeeping and are billed separately from tax preparation.

  • Yes. We offer business support and entity services for entrepreneurs launching or restructuring.

General & Consultations FAQs

  • We offer complimentary fit reviews to determine scope and alignment. Consultations involving advisory, planning, or in-depth reviews are billed separately.

  • A fit review is a brief conversation to confirm your needs and see if we are a good match. A consultation involves reviewing records, offering guidance, or discussing strategy.

  • elect the service you need and complete the request form. We will then guide you through a fit review, consultation, or onboarding.

  • Yes. Client data is handled through a secure portal and reviewed personally.