What I Offer
Services Built Around
Your Business.
Every service below is included in a single, streamlined monthly engagement — bookkeeping, tax strategy, and advisory, all working together
Bookkeeping
Your numbers, organized and accurate every month.
Accurate books are the foundation of every sound financial decision. Each month I categorize your transactions, reconcile all accounts, and produce clear financial statements - including a Profit & Loss report and Balance Sheet so you always know exactly where your business stands.
-Monthly transaction categorization
-Account reconciliation
-Profit & Loss statement
-Balance Sheet preparation
-Ongoing ledger maintenance
Tax Filing
Year-end preparation with a full-year strategy behind it.
At year-end, I close your books with a thorough review to ensure every eligible deduction is captured and your tax position is fully optimized. I then prepare and file both your business and personal tax returns — with the confidence that comes from having managed your books all year.
-Year-end book closing
-Comprehensive deduction review
-Business tax return preparation
-Personal tax return preparation
-IRS Enrolled Agent representation
Year-Round Advisory
Your financial advisor is always available at no extra charge.
Tax questions don't wait for April. My clients can schedule consultation or tax advisory sessions at any point throughout the year, at no additional cost. Whether you're making a major purchase, hiring your first employee, or simply have a question about a deduction, I'm here.
-Unlimited consultation sessions
-Tax advisory throughout the year
-Business decision support
-IRS inquiry guidance
-Included in monthly service
Pricing
One Monthly Service. Everything Included.
All four services — bookkeeping, tax filing, quarterly analysis, and year-round advisory — are delivered as a single integrated monthly engagement. Contact me for a custom quote based on your business size and needs.