How we support you
Tailored solutions built for the unique needs of service-based businesses and entrepreneurs.
Bookkeeping
What's Included:
Monthly bookkeeping and financial statement preparation
Transaction categorization and reconciliation
QuickBooks setup and optimization
Monthly financial reports that actually make sense
Ongoing support and questions answered promptly
Key Benefits:
Always know where you stand
Clear monthly reports show your financial position
Tax-ready records
No more scrambling when tax season arrives
Better business decisions
Make informed choices based on accurate data
Peace of mind
Sleep well knowing your books are accurate and up-to-date
Time freedom
Focus on serving clients; not transaction
How We Work Together:
We start with a conversation to understand your business model and set up systems that work for you. Each month, we handle all the behind-the-scenes work and provide you with clear, understandable reports. You'll always know exactly where your business stands financially, and we're just a phone call away when questions arise.
Controller / CFO
What's Included:
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Monthly financial analysis and performance review
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Detailed profit and loss statement review and insights
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Cash flow analysis and trend identification
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Key performance indicator (KPI) tracking
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Custom reporting based on your business model
Key Benefits:
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See the bigger picture
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Understand trends and patterns in your business
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Identify opportunities
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Spot areas for growth and improvement
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Make data-driven decisions
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Move beyond guesswork to strategic planning
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Optimize profitability
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Understand which services or clients are most valuable
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Plan with confidence
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Use real data to forecase and set goals
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How We Work Together:
Each month, we dive deep into your financial data to uncover insights specific to your industry and business model. We translate complex numbers into clear, actionable information and schedule a call to walk through what your numbers are telling you and what it means for your business moving forward.
Tax Preparation
What's Included:
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Comprehensive review of your income, expenses, and deductions
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Preparation and filing of federal and state tax returns
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Identification of all eligible credits and deductions to reduce tax liability
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Year-end tax summary and documentation for your records
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Optional tax projections for the upcoming year
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Guidance on estimated tax payments (if applicable)
Key Benefits:
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Maximize Your Refund
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Ensure you claim every deduction and credit you're entitled to
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Minimize Surprises
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Avoid unexpected tax bills with accurate, thorough preparation
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Stay Compliant
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Meet all IRS and state filing requirements on time and with confidence
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Save Time & Stress
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Let a professional handle the details so you don't have to
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Plan Ahead
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Use this year's return to prepare smarter for next year's taxes
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How We Work Together:
We begin with an in-depth planning session to understand your vision and current financial position. Together, we create realistic growth scenarios, analyze the numbers, and develop a step-by-step plan that aligns with both your business goals and personal values. I'm here to guide you through each decision along the way.
Tax Strategy
What's Included:
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Annual tax preparation and filing
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Quarterly estimated tax planning and payments
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Year-round tax strategy consultation
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Business structure optimization advice
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Deduction identification and maximization
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Multi-year tax planning for major life events
Key Benefits:
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Keep more of what you earn
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Strategic planning minimizes tax liability
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No tax season surprises
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Know your obligations throughout the year
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Optimize business structure
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Ensure you're set up for maximum tax efficiency
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Plan major decisions
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Understand tax implications before you act
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Stay compliant
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Never worry about missing deadlines or requirements
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Peace of mind year-round
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Know you're making smart tax decisions all year
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How We Work Together:
Tax planning starts with understanding your complete financial picture and goals. We work together year-round to make strategic decisions, track obligations, and optimize your tax position. When tax season arrives, everything is organized and ready—no stress, no surprises, just professional preparation and filing.
