My Services
Defenders of Your Small Business
Accounting & Bookkeeping
You’re focused on your business. We’re focused on crunching numbers. It’s a match made in business success heaven. We use today’s most powerful cloud-based accounting programs to handle your bookkeeping, monthly financial reports, and year-end financial statements so you’re free to focus on your passion.
Tax Services
If taxes aren’t your cup of tea, we’re your trusted tax partner. We understand the unique tax codes governing your business and ensure you’re compliant and optimizing tax breaks. From company formations and structure to tax prep and filings, we take the stress off your plate.
Getting Started
01
It’s all about you
We want to learn about you! We start with a discovery call to understand your accounting and tax needs and how we can help. From there, we’ll put together a proposal and review it with you.
02
Setting you up
Once you’ve chosen the plan, we’ll set you up with all the necessary tech stack that best meets your needs.
03
Onboarding
We’ll onboard you into our system, ensuring all the apps are well integrated and we’ll also take care of any catch-up accounting and tax return filings.
04
Off you go!
Once you’re all ready to go, our team will start managing your numbers and you’ll be receiving day-to-day support and updates. It’s that easy!
Core - $925 / mo
Ideal for entrepreneurs who need help establishing a financial foundation
Business Management
Quarterly bookkeeping & financial reports
Quarterly tax estimates
Taxes & Business Filings
Income tax returns
Form 1099s
Support
Response time: Weekly
Customer service support: Support email
Select - $1,395.00 / mo
Ideal for entrepreneurs who need more support and financial expertise
Business Management
Monthly bookkeeping & financial reports
Tax planning
Payroll
Taxes & Business Filings
Income tax returns
Form 1099s
Government support
Tax Advisory
Support
Response time: 48 hours
Customer service support: Dedicated manager, support email, scheduled calls
Plus - Custom Pricing
Ideal for entrepreneurs who have complex business and financial needs
Business Management
Prioritized & custom bookkeeping & financial reports
Tax planning
Tax advisory
Payroll
Bill payments & accounts receivable
Taxes & Business Filings
Income tax returns
Automated Form 1099s
Government support
Support
Response time: 24 hours
Customer service support: Dedicated manager, support email, scheduled calls, text messages
What's Included in Your Plan?
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We will call tax agencies for you if you receive a letter and need any assistance troubleshooting.
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We don’t charge by the hour, we encourage you to reach out and let us know when you have questions regarding your accounting, finances, or taxes.
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Every plan includes tax preparation services. Pricing may vary based on how many business or individual tax returns are required.
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We maintain your accounting records and provide tax estimates on your business’s activity according to the specified frequency.