Plans and Services
Stay Organized. Stay Profitable
Keep your finances in check with our expert bookkeeping services. We track your income, expenses, and financial trends, so you always have a clear picture of your business’s health—without the hassle.
- Monthly bookkeeping & bank/credit card reconciliations
- Categorization and monthly financial statements (P&L, Balance Sheet)
- Month-end variance notes (what changed and why)
Best for: Solo owners wanting clean books and simple reporting.
Discounted pricing available for clients with multiple businesses or additional tax returns*
One Plan. Complete Financial Clarity
A fully integrated solution combining bookkeeping, accounting, and tax preparation. Get monthly financial insights, accurate books, and a stress-free tax season—all in one plan.
- Everything in Bookkeeping Plan
- Business and Personal tax returns prepared
- Quarterly tax planning calls + estimated tax guidance
- Year-round advisory access (book a call anytime)
- IRS/State notice response included
Best for: Owners who want one partner for books, taxes, and ongoing advice.
Discounted pricing available for clients with multiple businesses or additional tax returns*
Business + Personal Tax Bundle
Comprehensive tax services for small businesses and their owners.
- Preparation of S-Corp/LLC/sole prop return + 1040
- Annual tax-savings review & next-year strategy
- Notice response (if any) included
Best for: Clean books already, just need tax prep + strategy.
Discounts available for multiple businesses.
Additional services
These services could be added to the plan at an additional cost:
Industries we serve
Consultants & Coaches • Agencies & Creatives • Health & Wellness • Legal & Financial Services • Home & Trades • IT & Tech • Real Estate investors and professionals (remote-friendly nationwide; Florida-based).
Frequently Asked Questions
These are the most commonly asked questions about your books keeper. Still have questions? Let’s chat—schedule a free consultation today.
Yes—QuickBooks Online is our core platform. We’ll set up your chart of accounts, bank feeds, and monthly workflows.
Absolutely. We scope a flat project based on months outstanding and complexity, then bring everything current.
Yes. We review your numbers quarterly and provide estimated tax guidance so there are no surprises.
Email or scheduled calls via Calendly. We reply within 1–2 business days; urgent items same day when possible.
We use secure, industry-standard tools (QuickBooks Online, encrypted document storage) and least-access principles.
Book a call. We’ll do a quick fit check, then run a diagnostic and send a proposal within 1–2 business days.