Services

Don’t Worry… I Have You Covered!

Accurate Financials Every Month

Bookkeeping is the last thing you want to be worrying about. I make it easy for you to count on your books being up-to-date and finished on time, every time. Please contact me for a obligation-free initial meeting and free business health check. 

I Track The Details

Never worry about missing another critical tax payment or other small detail again!

Professionally Organized Year End Financials

I will package up all your monthly financial statements at year end, so you don’t have to rush around at the last minute.

Tax Filing Support

You don’t want to worry about filing your taxes, so I will work directly with your CPA to ensure that tax season passes smoothly. 

Pricing: Services are custom tailored for each individual client. Three packages available:

Basic $325/month: quarterly bookkeeping, email support only. (Business & personal tax return preparation additional charge) 

Pro $375/month: monthly bookkeeping, business phone and email support. (Business & personal tax return preparation additional charge) 

Elite  $525/month: personal tax return preparation, daily bookkeeping, business & personal tax return preparation, phone, email & CPA meetings, tax projections & planning, estimated tax payment preperation.

  • Setup on Cloud based Accounting software: Quickbooks Online or Xero and monthly software subscription. 
  • Record, reconcile, and categorize financial transactions every month.  Basic level includes two bank/credit card accounts and up to 75 transactions per month.
  • Generate and interpret the monthly or quarterly financials statements (balance sheet, income statement, statement of cash flows).
  • Monthly or quarterly meetings via phone or in person to discuss the results
  • Unlimited email support.
  • Prepare annual report and send to your CPA/ tax preparer at year end. I will coordinate with your CPA to make tax time as smooth as possible. 
  • Or let us prepare and file your taxes. 
  • Tax Planning Services to help you save money on your taxes. Included in Elite package.

 

Critical Tax Payments

Tax Filing Support

Monthly Financial Statements

Year End Financial Reports

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