What We Offer
Financial Services Built for Small Business Owners
Everything you need to keep your books clean, your taxes optimized, and your team paid — delivered 100% remotely, nationwide.
Always know where your business stands.
Accurate, up-to-date books are the foundation of every healthy business. We handle the day-to-day recording, reconciliation, and reporting so you always have a clear picture of your finances — without lifting a finger.
Best for small business owners who want clean books without the headache.
Get StartedWhat's Included
- Monthly bank & credit card reconciliation
- Accounts payable & receivable tracking
- Monthly financial statements (P&L, balance sheet)
- Cash flow monitoring & reporting
- QuickBooks Online setup & management
- Year-end books ready for tax filing
Stress-free tax season, every year.
We prepare and file your business and personal tax returns with precision — catching every deduction you're entitled to and keeping you fully compliant. No more scrambling at the deadline.
Best for business owners who want accurate returns and maximum deductions.
Get StartedWhat's Included
- Business tax returns (S-Corp, LLC, Sole Proprietor)
- Personal (1040) tax returns
- Self-employment & Schedule C filing
- Deduction review & optimization
- E-filing & IRS/state compliance
- Prior year return amendments
Stop reacting. Start planning.
Most business owners only think about taxes when it's too late to do anything about them. We work with you throughout the year to build strategies that legally reduce your tax liability — before the bill arrives.
Best for growing businesses ready to stop overpaying the IRS.
Get StartedWhat's Included
- Year-round proactive tax strategy
- Quarterly estimated tax calculations
- Entity structure analysis & guidance
- Retirement & deduction planning
- Business expense optimization
- Multi-year tax projection modeling
Pay your team on time, every time.
Payroll is one of the most time-consuming and compliance-heavy tasks a business owner faces. We handle all of it — processing, filings, deposits, and reporting — so you never miss a deadline.
Best for businesses with employees or contractors who need reliable, compliant payroll.
Get StartedWhat's Included
- Weekly, bi-weekly, or monthly payroll processing
- Federal & state payroll tax filings
- Payroll tax deposits
- W-2 & 1099 preparation and filing
- New hire reporting
- Direct deposit setup & management
Start your business the right way.
We handle the entire LLC formation process from start to finish — so you can focus on building your business, not navigating government paperwork. Our flat-fee service includes everything you need to get legally established.
Best for entrepreneurs ready to launch and protect their business with a proper legal structure.
Get StartedWhat's Included
- State LLC filing (filing fee included)
- EIN obtained directly from the IRS
- Form 2553 S-Corp election filing (if needed)
- Guidance on next steps after formation
Bookkeeping Packages
Simple, Transparent Pricing
Choose the plan that fits your business. All packages are delivered 100% remotely with no hidden fees.
Foundation
For startups & small steady businesses needing accurate numbers.
- Monthly bank & credit card reconciliation (up to 2 accounts)
- Monthly profit & loss statement
- Basic cash flow tracking
- QuickBooks Online management
- Year-end books ready for tax filing
- Email support
Growth
For growing businesses that need deeper insight and more support.
- Everything in Foundation
- Up to 5 bank & credit card accounts
- Accounts payable & receivable tracking
- Monthly balance sheet
- Quarterly financial review call
- Priority email & video support
- Up to 1,000 transactions/mo — upgrade to Pro if exceeded
Pro
For established businesses that need full-service financial management.
- Everything in Growth
- Unlimited accounts
- Payroll integration & reconciliation
- Monthly strategy call with your advisor
- Cash flow forecasting
- Dedicated advisor — same person every time
- Up to 2,000 transactions/mo — anything over evaluated & charged accordingly
QuickBooks Online Support
For businesses that need a certified ProAdvisor on call.
- 2 support calls per month included
- Setup, troubleshooting & reconciliation help
- Certified QuickBooks ProAdvisor
- Additional calls at $25/call
Need something custom? Contact us and we'll build a plan around your business.
Please note: All bookkeeping packages require QuickBooks Online. Clients are responsible for their own QuickBooks subscription. We're happy to help you get set up if needed.
Optional Add-Ons
Customize Your Package
Add any of the following services to your monthly bookkeeping plan.
Payroll Processing
Full payroll processing including tax filings, deposits, W-2s & 1099s, and direct deposit setup. Pricing based on number of employees.
1–5: $225/mo · 6–10: $300/mo · 11–20: $400/mo · 20+: $500/mo
Invoicing
We create, send, and track invoices on your behalf — keeping your billing organized and professional.
$200/mo
Accounts Receivable (A/R)
We monitor outstanding invoices, follow up on overdue payments, and keep your cash flow moving.
$200/mo
Accounts Payable (A/P)
We manage your bills, track due dates, and ensure vendors are paid accurately and on time.
$200/mo
Support Service
Two scheduled support calls per month for questions, guidance, and financial check-ins. Additional calls available at $25.00 per call.
$100/mo
Tax Packages
Tax Preparation Plans
Whether you're filing as an individual, a business, or both — we have a plan for you. All returns are prepared by Certified Tax Preparers.
Basic
For individuals & sole proprietors with straightforward tax needs.
- Federal & state personal return (Form 1040)
- Schedule C (self-employment income)
- Up to 2 income sources
- Standard or itemized deductions
- E-filing included
- Extension filing included
Form 1040 with schedules starting at $600 — extension included
Get a QuoteBusiness
For LLCs, S-Corps, and small businesses filing a business return.
- Business entity return (S-Corp Form 1120-S)
- Federal & state filing
- Deduction review & optimization
- Coordination with your bookkeeper
- E-filing included
- Extension filing included
- Year-round tax questions via email
Form 1120-S starting at $800 — extension included
Get a QuoteBundle
Business return + personal return filed together — best value.
- Everything in Business package
- Personal return (Form 1040) included
- Form 1120 (C-Corp) filing available
- Combined strategy review
- Priority turnaround
- E-filing included
- Extension filing included
- Dedicated advisor for both returns
Form 1120 starting at $800 — extension included
Get a QuoteNot sure which plan fits? Schedule a free consultation and we'll point you in the right direction.
HOA Services
Homeowners Association Package
Specialized bookkeeping and financial management for HOAs — keeping your community's finances accurate, transparent, and compliant.
What's Included
- Monthly bank reconciliation
- HOA dues tracking & collection records
- Accounts payable management (vendor payments)
- Monthly financial statements (P&L, balance sheet)
- Reserve fund tracking
- Annual budget preparation support
- Year-end books ready for tax filing
- Form 1120-H (HOA tax return) preparation
Custom Pricing for Your HOA
Every HOA is different — size, complexity, and needs vary. We build a custom quote based on your community's specific requirements. Contact us for a free consultation and we'll put together a plan that fits your budget.
Pricing
Call for a Quote
Custom pricing based on HOA size & needs
All HOA packages include QuickBooks Online management. Client is responsible for their own QuickBooks subscription.
QuickBooks Online Support
Ongoing QuickBooks Support Service
Need help navigating QuickBooks Online? Our support service gives you direct access to a certified QuickBooks ProAdvisor for questions, troubleshooting, and guidance — so you never feel stuck.
- 2 scheduled support calls per month (up to 30 min each)
- QuickBooks setup, cleanup & troubleshooting
- Transaction categorization guidance
- Report generation & interpretation help
- Bank feed & reconciliation assistance
- Additional calls available at $25.00 per call
Monthly Plan
Includes 2 support calls per month
- 2 calls/month included
- Certified QuickBooks ProAdvisor
- Remote support — available nationwide
- Additional calls at $25.00/call
Need more calls?
Additional support calls beyond your monthly 2 are available at just $25.00 per call. No long-term commitment required.
Business Formation
LLC Setup
Everything you need to get your business legally established — handled for you, start to finish.
What's Included
- State LLC filing (filing fee included)
- EIN obtained directly from the IRS
- Form 2553 S-Corp election filing (if needed)
- Guidance on next steps after formation
Flat-Fee LLC Formation
No surprises, no hidden fees. Our flat $700 fee covers everything — state filing, your EIN from the IRS, and Form 2553 S-Corp election if your business needs it. We handle the paperwork so you can focus on launching.
Flat-Fee Price
$700
Includes state filing fee, EIN & Form 2553 if needed
Not Sure Where to Start?
Let's Find the Right Fit for Your Business
Schedule a free 30-minute consultation and we'll walk through your situation together — no pressure, no commitment.