Business consulting services that suit all your needs
Bookkeeping Services
Full-Service Monthly Bookkeeping Services. We offer three different options for bookkeeping. A basic and enhance full-service monthly bookkeeping option and a DIY option that includes access to our accounting software, our online webinar course, and a private membership group where you can ask questions. A bookkeeper will import your transactions via bank feeds* categorize transactions, and reconcile the linked accounts. Financial reports are provided monthly. The base price includes Reconciliation of accounts and email support and telephone support.
Budgeting Services
$125/hour, payment plans available — We create a budget and complete financial forecast without complex Excel templates (unless if it is by choice!).
Books + Tax Planning
Personal: Starting at $250 a month — An Annual Filing Season Plan Participant (AFSP) credentialed tax preparer and certified bookkeeper will prepare your tax return virtually. Upload documents to our secured portal, review, sign, and file all in one place. Optional Audit Protection. No additional charge for an extension.
Business: Starting at $600 — An Annual Filing Season Plan Participant (AFSP) credentialed tax preparer will prepare your tax return virtually. Upload documents to our secured portal, and we will review your business activity to ensure maximum tax benefit deductions. Upon completion of return by the preparer, you will review sign, and file all in one place. Optional: Year-end catchup bookkeeping available. No additional charge for extension.
Business: Starting at $600 — An Annual Filing Season Plan Participant (AFSP) credentialed tax preparer will prepare your tax return virtually. Upload documents to our secured portal, and we will review your business activity to ensure maximum tax benefit deductions. Upon completion of return by the preparer, you will review sign, and file all in one place. Optional: Year-end catchup bookkeeping available. No additional charge for extension.