To provide the highest level of service and support, we work with businesses that are a strong fit for our services and processes.
Business Size
We primarily serve businesses with annual gross revenue of up to $5,000,000. Businesses above this range may be considered on a case-by-case basis if the engagement aligns with our expertise and service model.
Accounting Software
To ensure an efficient and consistent workflow, all business clients are required to use QuickBooks Online or QuickBooks Desktop as their primary accounting system.
Ongoing Partnership
We work exclusively through recurring monthly subscription engagements rather than one-time or project-based services. This allows us to provide proactive guidance, consistent support, and the highest level of service throughout the year.
designed to serve small business owners seeking ongoing accounting, tax, and advisory support.
- Bookkeeping Services
- Monthly transaction categorization
- Bank account reconciliations
- Credit card reconciliations
- Adjusting journal entries
- Financial statement preparation
- Year-end bookkeeping support
- Bookkeeping Services
- Monthly transaction categorization
- Bank account reconciliations
- Credit card reconciliations
- Adjusting journal entries
- Financial statement preparation
- Year-end bookkeeping support
- Business income tax return preparation and filing
- Individual income tax return preparation (when included)
- Estimated tax calculations
- Tax filing compliance monitoring
Services
Specific services included in each package will be outlined in the engagement letter. options can include:
- Estimated tax projections
- Entity structure evaluations
- Periodic tax planning meetings
- Tax-saving strategy recommendations
- Financial performance reviews
- Cash flow discussions
- Profitability analysis
- Business growth planning
- General business advisory support
