Full Support for the Business you’ve built.
From monthly done-for-you bookkeeping services to annual tax preparation, I’m here to keep things simple - making your business finances one less thing to worry about.
SERVICES
Monthly Bookkeeping
Done-for-you monthly bookkeeping to keep your books accurate, and organized while giving you a clear picture of where your money is coming from and where it’s going.
What’s Included:
Income and expense categorization
Bank and credit card reconciliations
Profit & Loss statement delivered to your inbox
Secure bookkeeping portal for communication & documents
Unlimited email support
Starting at $500/ month
Tax Preparation
Annual tax preparation exclusively for bookkeeping clients, making tax season a seamless continuation of the work we’ve done together throughout the year.
What’s Included:
Federal and state tax return preparation
Individual & business tax returns
Tax return review & delivery
Audit protection through Protection Plus
Secure client tax portal for communication & documents
Year-round support for active bookkeeping clients
Prices start at $450
Ready to Work with Us
DIY Bookkeeping Income & Expense Tracker
Keeping track of your business finances is crucial for running a successful business. However, when you are just starting out hiring a Bookkeeper may not be in the budget, yet.
This is why I put together this Bookkeeping Income & Expense Tracker. You can now keep track of your business finances without the monthly fees!
Income & Expense Tracker
Auto populated Profit & Loss Report
Contractor Payment Tracker
Profit First Allocations
Quarterly & Annual Dashboard
Customizable Chart of Accounts
Quarterly notes section to celebrate your wins
Auto highlights contractors that will require a 1099