Bookkeeping & Tax Services
Clean monthly bookkeeping and annual tax compliance for small and medium-sized businesses — handled by a CPA.
Services & Pricing
Monthly bookkeeping as the foundation. Add the Tax Compliance Package to have everything handled in one place.
| Entity Type | From |
|---|---|
| Sole Proprietor / Schedule C | $750 |
| Single-Member LLC | $850 |
| Personal 1040 (add-on) | $300 |
Available exclusively to active bookkeeping clients. Multi-owner entities referred to trusted partners.
Invoice creation, payment tracking, and follow-up on outstanding balances.
Add-OnBill entry, vendor payment scheduling, and reconciliation.
Add-OnBehind on your books? We get you current then move to a monthly plan.
One-Time ProjectAbout
I hold a CPA license with experience across financial statements, tax returns, and business financials. Every client's books are categorized with their tax return in mind, delivered clean every month — so you always have a clear picture of how your business is doing and can make confident decisions with your numbers.
Your bookkeeper and tax preparer are the same person. No handoffs, no translation, no gaps.
Every entry made with your tax return in mind — all year, not just at filing time.
A CPA understands why each transaction matters, not just how to categorize it.
One monthly fee for bookkeeping. One annual fee for taxes. No surprises.
Who We Serve
If you need clean books and a CPA who understands your business, we can help — regardless of industry.
Plumbers, electricians, HVAC, landscapers, builders — job costing, subcontractor tracking, and financials that are always ready.
Consultants, law firms, IT, staffing, insurance, healthcare — clean monthly books and tax prep handled by someone who speaks your language.
Inventory, COGS, sales tax, and merchant fee reconciliation — organized financials whether you sell in-store, online, or both.
Get Started
Schedule a free 30-minute consultation. Tell us where your books stand and we will give you a flat-rate quote — no pressure, no obligation.