Clean Books. Smart Taxes. Better Decisions.

Helping small businesses stay organized and compliant with clear bookkeeping, tax prep, and financial guidance.

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Our Services

Bookkeeping

Monthly reconciliations, financial reports, and QuickBooks Online management.

Tax Preparation

Accurate year-end filing support and record organization for your CPA or tax pro.

Financial Coaching

One-on-one sessions to help individuals manage personal finances, build savings, and achieve financial goals.

Pricing

Bookkeeping Packages

  • Basic — $200/mo
    Up to 400 transactions per month
  • Standard — $450/mo
    Up to 1,000 transactions per month
  • Premium — $750/mo
    Up to 2,000 transactions per month, custom reports, payroll strategy call
  • A La Carte / Hourly — $75/hr
    Catch-up, cleanup, or special projects

Tax Preparation

  • Individual Returns — $75
  • Complex Returns — $175
  • Small Biz / Self-Employ — $200
  • Business Returns — $250
  • Tax Planning Add-On — $100

Financial Coaching

$75/hr or $350 for 3-month program

Discounts

Military Discount — 10% off all services

Get in Touch

Let's talk about how I can help your business stay organized and grow.

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