Bookkeeping

Meet your new accountant: I have been a full-time accountant since 2021. I am a QuickBooks Pro Advisor and a tax preparer certified with the IRS as an Annual Filing Season Participant. I take at least 20 CPE classes per year to keep up with the ever-changing tax laws. This is not a side gig for me, and I am not new. I am accurate and very efficient, anticipating potential challenges and offering solutions before they become problems.

Our values: Compliance and accuracy are my priorities. Beyond providing comprehensive reports, I will also identify and rectify potential IRS red flags early, help establish accountable plans, ensure S-corp owners take reasonable salaries, and teach expense justification and receipt management. I strictly adhere to tax and labor laws; if you are one to disregard the rules, you are not the client for us. I take pride in knowing that my clients could pass an audit with flying colors at any time. If you want accuracy and peace of mind, you've come to the right place.

How it works: Preliminary: We will have an introduction call where I will review the status of your books, determine your needs, and give you a price. If cleanups are needed, we will address that as well.

Setup: I will begin by connecting all of your financial accounts to QuickBooks Online (QBO). This allows all transactions from your financial institution to be imported to QBO regularly. Next, I will set up or review your Chart of Accounts.

App Integration: We will help connect and manage connections to your QBO account from your CRM or sales account. We have experience with Shopify, Amazon, Etsy, Jobber, HouseCall Pro, Clover, and Honeybooks, just to name a few.

Ongoing: I will accurately code imported transactions and add any questions to the bookkeeping portal. After your responses, I will categorize them. Monthly, I will reconcile QBO accounts against statements to ensure accuracy before providing you with a concise, insightful month-end report.

The client portal: Our secure client portal provides 24/7 access to all transaction and non-transaction questions, month-end reports, and tax documents. Use it to ask or answer questions, review reports, and collaborate seamlessly. Available on an app, it enables on-the-go communication—eliminating spreadsheets, reducing security risks, and streamlining tax prep and cleanup.

Who we serve: We specialize in small service-based industries; from the skilled trades to photography, moving, or consulting, if you’re serving people, we want to serve you. Even if you’re just starting out and you don’t know if you can afford to hire an accountant, we’ll make a plan that works for you. We even do quarterly bookkeeping!

How much does it cost?: Monthly bookkeeping starting at $250/month, depending on transaction volume and number of accounts. For low-volume clients, quarterly plans start at $250/quarter.

Payroll

Direct Deposit: Whether you are paying a W-2 employee or a 1099 contractor, we offer recurring direct deposit. Payments are sent either the same day or the next day. Guaranteed.

Employee Information Access: Employees can view pay information anytime via their online account. W-2s and 1099s are sent directly to employees.

Legal Stuff: We will withhold all necessary state and federal taxes and make the payments on your behalf. Received a wage garnishment for one of your employees? We do that too

Customized Payroll Reports: We will keep you in the loop every step of the way. Just tell us what you want to know, and we’ll set you up to receive automatic reports sent out as often as you’d like.

How much does it cost?: Payroll plans begin at $150/month, covering benefit deductions, garnishments, reimbursements, direct deposit, online access, and tax filings. No hidden fees, no surprises, just payroll done right, period.

Tax Preparation

Basic Tax Prep: For taxpayers without business income, we offer low prices and thorough preparation to make sure you are getting all of the deductions and credits available to you. Annual income tax preparation fees are usually $250 for a personal return.

Sole Proprietor/Single Member LLC: For taxpayers who own a single-member LLC or who receive a 1099 for a “side gig”, we have you covered. We know exactly what to look for. We will help you get estimated payments set up if you have not already done so. We will teach you what to track throughout the year, what rules to follow, and what steps you can take to minimize your tax liability. Annual income tax preparation fees are usually $450 for a personal return with a Schedule C.

S-Corps/Partnerships: For taxpayers who have decided to up their tax game and elect S-Corp status or for those who have gone into business with others, we have your back, too. These returns can be complicated and should not be attempted by just anyone. The effects of mistakes here can haunt you for years to come. Let us help you stay on the right track. Business returns are $750 for partnerships and $950 for S corporations. C corporation returns are not offered at this time.

Year-Round Service: We don’t just prepare your taxes annually. We ensure that your quarterly estimated taxes are accurate and that you remember to pay them. If you have a W-2 job, we will help you fill out your W-4 to make sure the correct amount of taxes is being withheld.