• Bookeeping by a team of pros 

• Bank reconciliations 

• Financial Statements

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We get it- staying on top of your finances can be a total time suck. That’s where we come in. Let us handle the nitty-gritty so you can keep your energy focused on what really matters: Growing your business. 

​Each month, we’ll take care of your bank and credit card reconciliations, making sure everything lines up just right.We’ve got your back

• Bookkeeping by a team of pros 

• Bank reconciliations 

• Financial Statements

• Individual tax preparation 

• Business tax preparation 

• Estimated tax payment revisions 

• Dedicated account manager

• Dedicated tax advisor 

Staying on top of your books is great- but sometimes you need more than just clean numbers. With this package, you’ll get the essentials covered plus a dedicated team and access to resources that help you feel confident year-round. 

Each month, we’ll handle your bank and credit card reconciliation so your finances stay accurate and stree-free. When tax season rolls around, you can relax- we’ll prepare both your personal and business returns and guide you through everything step by step.

• Everything on the "Expert" Package

• Monthly calls 

• Custom advisory meetings

• Custom tax plan 

• Entity structure review and planning 

Taxes don’t have to feel like guesswork. With this package, we’ll not only keep your books and file your returns- We’ll build a tax strategy that’s designed around you and your business.

Each month, we’ll handle your reconciliations so your books are always clean, and when tax season arrives, your personal and business returns will be filed without stress.

But the real magic happens in the follow-through; every quarter, we’ll check in on your tax strategy, make adjustments as your business evolves, and keep you ahead of the curve. You’ll always know where you stand- and how to save smarter.

This isn’t just bookkeeping and filing. It’s tax plan built for you, updated as you grow, with a team that’s in your corner year-round.