Three services, one team.
Bookkeeping, accounting, and tax — handled together, by the same people, on a simple monthly engagement. That's the point: when one team sees the whole picture, nothing falls in the gaps.
Monthly bookkeeping
The foundation. We record your transactions, reconcile your bank and credit card accounts, and keep your books current in QuickBooks Online every month.
- Transactions categorized and reconciled monthly
- Monthly profit & loss and balance sheet, delivered on schedule
- Catch-up and cleanup work for books that have fallen behind
- Your questions answered in plain English, not accounting jargon
Accounting & reporting
Numbers you can use. Beyond the basic statements, we help you understand what your books are telling you — where the money's going, what's changed, and what to watch.
- Financial statements reviewed with you, not just emailed
- Payroll and sales tax filings coordinated so deadlines don't slip
- Clean records your banker, your insurer, and the IRS can rely on
Tax preparation & planning
Returns prepared from books we keep ourselves — which means fewer errors, fewer surprises, and planning that happens while the year is still open.
- Business and personal income tax returns, filed correctly and on time
- Planning conversations during the year, so April is never a shock
- Quarterly estimated payments calculated and scheduled
Engagements & pricing
We work on simple monthly engagements, billed by automatic payment, with everything spelled out in writing before we start. Pricing depends on the size and state of your books, so we quote it after a short conversation about your business — no obligation, and no pressure either way.
One thing we won't do is promise you specific savings or results to win your business. We'll tell you honestly what we see and what we can do about it. That's a better foundation than a sales pitch.