CPA, CFP® at your fingertips
As a professional in the accounting world, I see too many business owners put accounting on the back burner and get burned. Don’t let that be you!
Accounting is the backbone of a business. It tells your story. Let’s make it a beautiful one.
TIERED Bookkeeping & ACCOUNTING SERVICES
Start with a base package & customize to your specific situation & needs
starter
$250 / month
Ideal for: Solopreneurs / Freelancers
Designed to help you stay organized and make tax season a breeze!
STANDARD
$500 / month
Ideal for: Small Business (up to 3 employees)
Designed for small businesses to keep their focus on their business & have a tax focused mindset while providing clean & organized financials.
premium
$1000 / month
BEST VALUE
Ideal for: Growing Businesses (3+ employees)
Designed for growing businesses to focus on growth and have peace of mind that the financials and compliance are being taken care of in the background.
During your complimentary consultation, we'll explore the different service packages and discuss your unique goals. Together, we design a plan tailored to your needs, so you'll always have a clear understanding of your fees. Transparency and convenience are at the heart of my practice.
Every month, your pricing stays consistent—no hidden costs, no surprise charges for reaching out. Call as often as needed; support is always included.
package details
STARTER
Bookkeeping Up to 3 bank / credit card accounts included
Transaction categorization & reconciliations
Monthly financial reports
Year-end tax package
Designed to help you stay organized and make tax season a breeze!
STANDARD
Everything in Starter Package PLUS
Additional 3 bank / credit card accounts
Quarterly Check-In
15% Discount tax return preparation
Designed for small businesses to keep their focus on their business & have a tax focused mindset while providing clean & organized financials.
PREMIUM
Everything in Standard Package PLUS
Additional 10 bank / credit card accounts included
Payroll management up to 15 employees
Sales Tax Filings
1099 Contractor Filings
State annual business filings & registered agent
FREE individual tax return preparation
25% Discount business return preparation
Designed for growing businesses to focus on growth and have peace of mind that the financials and compliance are being taken care of in the background. We will focus on tax strategies and planning that help you achieve your dreams!
Tax & other services
Tax Preparation
Beginning at $450
15% Discount for Standard Package clients
25% Discount on business returns for Premium Package clients
FREE individual return for Premium Package clients
Payroll & Payroll Taxes
$100 / mo up to 15 employees
Additional $5/mo/employee over 15
FREE up to 15 employees for Premium Package clients
SALES TAX
$15 / month for quarterly filers
$35 / month for monthly filers
FREE for Premium Package clients
1099 Contractor filing
$10 / contractor
FREE for Premium Package clients
First 15 contractors FREE for Standard Package clients
First 5 contractors FREE for Starter Package clients
STATE Annual Business Filings & registered agent
$100 / year
FREE for Premium Package clients
LLC registration & EIN application
$100
FREE for Premium Package clients
Other services included for all clients
Estimated tax payment reminders
Tax Payment assistance
IRS Notice Resolution / Power of Attorney
Phone calls / emails without charge
Personalized Tax Planning / Strategizing
Schedule your free consultation today
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!