Accounting, Tax, and Advisory for Owner-Operated Businesses and Individuals

We provide tax compliance (individual and business tax preparation), ongoing accounting oversight, and proactive tax strategy for clients who want structure, clarity, and compliance done right.

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Ongoing Accounting & Advisory Services

These services are designed for business owners who want year-round oversight, not just year-end filing.

Monthly Accounting & Financial Oversight

Best for: Business owners who want clean books and clarity year-round.

Ongoing bookkeeping and financial reporting designed to keep your records accurate, organized, and decision ready throughout the year.

  • Monthly bookkeeping and account reconciliations
  • Financial statement preparation (Profit & Loss, Balance Sheet)
  • Ongoing review and issue identification
  • Support and guidance related to your accounting system

Tax Compliance & Strategic Planning

Best for: Owners who want proactive tax decisions, not surprises. 

Proactive tax planning and compliance support designed to reduce surprises and ensure tax decisions are made intentionally.

  • Year-round tax planning meetings
  • Business tax compliance support
  • Estimated tax guidance
  • Entity structure and compensation planning (as applicable)

Outsourced CFO & Advisory Support

Best for: Owners making growth, cash flow, or pricing decisions. 

Advisory support for business owners making decisions related to growth, cash flow, profitability, and long-term planning.

  • Cash flow and profitability analysis
  • Planning and strategy discussions
  • Decision support for owners
  • Ongoing advisory access

Project-Based & Individual Services

These services are designed for clients who need targeted support without an ongoing engagement.

Individual & Business Tax Preparation

  • Individual income tax return preparation
  • Business tax return preparation
  • Electronic filing and compliance review

Standalone Tax Planning

  • One-time tax strategy review
  • Entity and compensation considerations
  • Estimated tax planning guidance

One-Time Consulting & Cleanup Projects

  • Bookkeeping cleanup and catch-up
  • QuickBooks review and corrections
  • Targeted consulting and second-opinion reviews

Fees are determined based on the scope of services, complexity of your situation, and level of ongoing support required.  Ongoing engagements are structured as monthly subscriptions. Project-based services are priced per engagement.

Helping clients navigate the complex world of taxes with clarity and confidence.Helping clients navigate the complex world of taxes with clarity and confidence.

Business decisions should be made with clarity.

  • Understand your numbers and cash flow.

  • Stay compliant and prepare for tax obligations.

  • Have a trusted advisor for proactive decisions.