01 · Service
Bookkeeping Services
Stay organized, accurate, and audit-ready all year.
We offer flexible, tiered bookkeeping packages tailored to your needs — from basic monthly reconciliations to full-service management with reporting, payroll integration, and coaching.
Key Features
- Transaction categorization and custom reporting
- Monthly reconciliations for bank and credit cards
- Inventory tracking and A/P or A/R review
- State tax payment processing included in higher tiers
- QuickBooks Online subscription included in select plans
PricingStarts around $250/month depending on volume, complexity, and service level.
02 · Service
Payroll Services
You focus on your team — we’ll handle the checks and compliance.
We offer payroll support from basic filings to full-service plans with direct deposit, portals, and reporting — customized for your schedule and employee count.
Service Options
- Quarterly or monthly payroll tax filings
- Stub and report generation (you cut checks)
- Full-service payroll with direct deposit and W-2s
- Employee portal access for pay stubs and tax forms
- Weekly or semi-monthly payroll plans available
PricingFiling-only plans start at $165/quarter; full-service from $150–500/month
03 · Service
Tax Preparation
Personal and business tax filing — done right.
We handle tax returns for individuals, families, and small businesses with a focus on accuracy, compliance, and smart tax-saving strategies.
Tax Return Support
- Individual returns starting at $175 (avg. $250–$600)
- Business returns starting at $450 (avg. $600–$1,200)
- Extensions and amended returns available
- 3-year prior return review recommended for new clients
- IRS/state notice response billed separately if needed
PricingBased on return type, documentation quality, and complexity
04 · Service
Consulting & Advisory
Real answers. No fluff.
We offer practical guidance — whether you’re launching a new business, restructuring, or simply need clear answers on your next financial move.
Common Needs
- Entity formation and registration support
- FinCEN BOI compliance filings
- IRS or state correspondence assistance
- Tax planning and long-term strategy sessions
- Financial coaching tailored to your goals
PricingNew business packages start at $695; consulting billed at $225–$295/hour
New service
See your numbers differently
Introducing Financial Dashboards for business owners. We’re changing how business owners view their numbers — a modern, visual way to see your financial story at a glance.
Read about Financial Dashboards
Not sure where to start?
We’ll help you find the best path forward
Send us a message or book a consult. We’ll help you figure out the best path forward — whether that’s tax prep, monthly support, or a one-time fix!