What I Can Offer:

  • Let’s get a better understanding of how your business is doing, together.

  • Taxes are scary, but they don’t have to be. Let me help!

Accounting Services

Running a business is a full-time job—and then some. Whether you're a solo entrepreneur, growing startup, or established small business, having the right financial partner makes all the difference. That’s where I come in.

As a small CPA firm rooted in real relationships and real results, I offer a more personal, collaborative approach to accounting. You get the hands-on support, expertise, and insight you’d expect from a full-time CFO or a large firm—without surprise bills or impersonal experience. My goal is to be in your corner, helping you stay organized, make confident decisions, and build a business that thrives.

Each of the service packages is designed to meet you where you are—with the flexibility to grow alongside you. From monthly bookkeeping essentials to full-service financial management, everything is built around clear communication, accurate reporting, and a genuine investment in your success.

Basic Bookkeeping

Perfect for the business owner who wants peace of mind knowing the essentials are handled with care.

This package includes:

  • Monthly transaction entry for all bank and credit card accounts

  • Bank and credit card account reconciliations

  • Payroll entry and reconciliation

  • Loan activity tracking and reconciliations

  • Monthly management reports (Balance Sheet, Income Statement, Cash Flow Projection), delivered by the 10th of each month

Think of it as your financial foundation—clear, consistent, and always on time.

Client Accounting

Ideal for business owners ready to take a more active role in their finances while still getting hands-on support.

Includes everything in the Basic Bookkeeping Package, plus:

  • Custom-built financials tailored to your business—offering more flexibility, deeper insights, and reporting metrics that actually matter to you. (Includes annual budget and forecast, Budget Vs Actual, custom schedules for various tracking and reconciliation.)

  • A monthly management review meeting to walk through your reports, answer your questions, and talk strategy

It’s a collaborative approach—like having a CFO in your corner, without the full-time cost.

The Full Package

This one’s for businesses that are growing fast or just want to offload more of the financial heavy lifting.

Includes everything in the Client Accounting Package, plus:

  • Weekly transaction entry for real-time accuracy

  • Full Accounts Receivable & Accounts Payable management and support (invoice entry, payment tracking, vendor and team communication, and more)

  • Payroll management and setup through trusted third-party providers—I'll help you get set up with the right platform, handle entries, reconciliations, and make sure everything runs smoothly and compliantly

You’ll still get all monthly reports by the 10th and a monthly management meeting—but with this level of service, we’re fully integrated into your team, giving you space to focus on what you do best.

Services per package are flexible. Pricing will vary due to several factors including but limited to: Income & Expense sources, Transaction volume, client organization, etc.

Tax Planning & Preparation

  • Quarterly Estimates & Year End Planning

    Stay ahead of your tax liability, not behind it.

    With rising interest rates and tighter margins, proactive planning isn’t just helpful—it’s essential. My quarterly estimate and year-end planning service helps you avoid surprises and stay prepared by scheduling financial check-ins ahead of each quarterly deadline.

    We’ll take a look at your current financials, talk through where things are heading, and make sure your estimated payments are accurate and timely. This process requires:

    Option A: Access to your QuickBooks or other accounting software

    Option B: Organized income and expense records gathered and prepared by you

    It’s about peace of mind, smart strategy, and keeping your cash flow on point. Better descriptions result in more sales.

  • Federal and State Annual Tax Filing & Extensions

    Taxes don’t have to be stressful—especially when you've got someone in your corner who speaks both IRS and plain English.

    Whether you're filing as an individual, partnership, S corp, or C corp, I’ve got you covered. My tax prep services are designed to be efficient, clear, and collaborative—so you can file with confidence or extend with intention. We’ll start with a financials check-in to ensure everything’s in place before we begin.

    What I’ll need:

    Option A: Access to your QuickBooks or other bookkeeping software

    Option B: Clean, organized income and expense info you’ve pulled together

    From filing to extensions and everything in between, I’ll help you navigate it all—so you can focus on running your business, not just filing for it.e? Better descriptions result in more sales.