Everything you need
to run a healthy business.
Three core services — bookkeeping, advisory, and tax preparation — each designed to give you clarity, confidence, and time back.
Clean books every month, without lifting a finger.
Your books are the foundation of every financial decision. We handle all the day-to-day — transaction categorization, bank reconciliation, financial statements — so you always know exactly where your business stands.
We work inside QuickBooks Online and hand you a clean, accurate set of financials on a schedule that works for your business. If your books are behind, we do catch-up too.
Get Started →What's included
- Monthly transaction categorization
- Bank & credit card reconciliations
- Monthly Profit & Loss statement
- Balance Sheet & Cash Flow report
- QuickBooks Online management
- Year-end close & 1099 prep
- Dedicated bookkeeper, always accessible
- Catch-up & cleanup (billed separately)
- Month-to-month · no contracts
- QuickBooks Online subscription included
- Combo discount with tax prep
Your numbers are talking. We help you hear them.
Most business owners get monthly reports and don't know what to do with them. Our advisory services turn those numbers into a story — and a plan. Think of it as a fractional CFO at a fraction of the cost.
Every month, we review your financials together, track your KPIs, and help you make decisions backed by real data — not gut feeling alone.
View Packages →What's included (varies by tier)
- Monthly financial review call
- Cash flow forecasting & budgeting
- KPI dashboard & variance analysis
- AP/AR tracking & management
- Payroll coordination
- Strategic fractional CFO advisory
- Priority response & unlimited Q&A
- Tax planning coordination
- Bookkeeping always included as a base
- Upgrade or downgrade any time
- Personalized to your business stage
Accurate returns, maximum deductions, zero headaches.
Tax season doesn't have to be stressful. We prepare business and personal returns for small business owners — and because we know your books, we know exactly which deductions apply to you.
Not a bookkeeping client? No problem. We accept standalone tax clients too. Just bring your documents and we'll take care of the rest.
Request a Tax Quote →What we prepare
- Personal returns: 1040, including Schedule C (sole proprietors)
- S-Corporation returns (Form 1120-S)
- Partnership returns (Form 1065)
- Single-member LLC (Schedule C or 1120-S)
- Multi-member LLC (Form 1065)
- Extension filing if needed
- Prior-year amendments
- Small business tax planning
- Discount for bookkeeping clients
- 100% virtual — upload docs securely
- Bilingual: EN / PT / ES
Not sure which service is right for you?
Let's talk. A free 20-minute call is all it takes to figure out exactly where to start and what will make the biggest difference.