We work primarily with small businesses, startups, and self-employed professionals across a wide range of industries. This includes LLCs, S corporations, partnerships, and sole proprietors. Whether you’re just starting out or growing, we tailor our services to your needs.

Yes. All of our bookkeeping and tax services are offered virtually, allowing us to work with clients anywhere in the U.S. Secure cloud-based tools make collaboration easy and efficient.

Our bookkeeping services typically include:

• Monthly transaction categorization

• Bank and credit card reconciliations

• Financial statements (Profit & Loss, Balance Sheet)

• Cleanup and catch-up bookkeeping

• Support during tax season

We primarily work with QuickBooks Online, but we’re happy to review your current system and recommend the best solution if you’re using something different.

Pricing depends on the size and complexity of your business, transaction volume, and the level of support needed. We offer flat-rate monthly packages so there are no surprises. Contact us for a personalized quote.

Yes. We offer tax preparation services for both businesses and individuals. Having your bookkeeping and taxes handled together helps ensure accuracy, compliance, and better tax planning.

Absolutely. If your books are behind or inaccurate, we provide cleanup and catch-up services to get everything back on track before moving forward.

Yes. We believe bookkeeping should be understandable and useful. We’re happy to walk you through your financial statements and explain what the numbers mean for your business.

Getting started is simple. Schedule a consultation, and we’ll discuss your business, assess your needs, and recommend the best services for you.

Yes. We use secure, encrypted software and follow best practices to protect your financial and personal information.