Bookkeeping & Monthly Consulting

All your small business needs met with one monthly fee

We build a custom package that meets your business and personal needs:

  • Full Accounting and Bookkeeping Services with QuickBooks: Keep your financial records accurate and organized with professional bookkeeping via QuickBooks. Get timely financial statements and reports, ensuring your business stays on track and compliant with financial regulations.

  • Tax Planning and Strategy for Small Businesses: Optimize your tax situation with expert tax planning. We analyze your current tax condition and business structure (LLC vs S-Corp analysis), helping you reduce your taxes and maximize savings. Our strategy ensures you keep more money in your pocket.

  • Tax Preparation and Filing Services for Businesses and Individuals: Simplify your tax season with comprehensive tax preparation and filing services. We handle both business and personal taxes, so you don’t need to hire separate accountants or bookkeepers. Enjoy a single solution at a predictable cost.

  • Tax Estimates and Projections for Business Growth: Plan ahead with accurate tax estimates and projections tailored to your business needs. We help you forecast taxes to avoid surprises and stay financially prepared for the future.

  • Unlimited Financial Questions and Expert Tax Advice: Get expert advice anytime with unlimited access to our team for any financial or tax-related questions. As your business grows, we’re here to guide you through complex financial and tax matters, ensuring you're always informed.

  • Payroll Consulting and Management Services: Ensure timely, accurate payroll for employees, contractors, and yourself. We handle payroll tax withholdings, direct deposits, and compliance, offering complete payroll solutions for your business. Let us help you stay compliant and stress-free.

  • State and Local Business Tax Compliance: Stay compliant with state and local tax regulations, including sales tax, franchise taxes, excise tax, and more. We assist with business tax registrations, filing, and ensuring that all your state-level obligations are met on time.

Complete the Form to Receive an Estimated Proposal and Monthly Retainer