Our Services
Let us focus on your books, so you can focus on growing your business.
Full - Service Bookkeeping
One of our bookkeepers takes care of your routine bookkeeping and provides monthly reporting
Low - Volume
For businesses with up to $25,000 in monthly transaction expenses.
$250/mo
Plus the price of your monthly QuickBooks Online subscription
Medium - Volume
For businesses with $25,001 – $150,000 in monthly transaction expenses.
$600/mo
Plus the price of your monthly QuickBooks Online subscription
High - Volume
For businesses with $150,001 or more in monthly expenses.
$900/mo
Plus the price of your monthly QuickBooks Online subscription
Your bookkeeper will
- Get you started with QuickBooks
- Close your books each month
- Categorize transactions
- Provide convenient support
- Reconcile accounts
- Serve as a trusted partner
- Generate financial statements
- Maintain accurate books for tax time
Tax Services
Tax Preperation
We utilize Intuit ProConnect Online to accurately and efficiently prepare returns for individuals, partnerships, corporations, estates, trusts, and not-for-profit organizations
Tax Planning
Tax planning is an essential part of any short or long term business strategy. By making tax priority part of your strategy we can help you stay current on new developments to reduce your current and future tax liability..
The Value of a Financial Advisor
There's an advantage to working with a financial advisor who knows you and your financial goals.
Our Financial Advisors:
- Want to understand what is most important to you
- Will Help You Reach Your Goals
- Will help you stay on track
- Personalize services to help you on the journey ahead