Services

Practical, no-nonsense tax and bookkeeping services tailored to your business.

DIY Bookkeeping Consultation with Kim


DIY Bookkeeping Power Hour Doing your own books doesn’t mean doing them alone. In this one-on-one Power Hour, Kim will review your QuickBooks, FreshBooks, Xero, or spreadsheets, answer your questions, and show you how to keep your numbers clean and IRS-ready.

From $150

Consultation with Cheryl


Experience expert guidance tailored to your needs. In this consultation, Cheryl will provide valuable insights to help you navigate your challenges. We look forward to connecting with you!


From $150

Full Service Accounting Firm


What do you need for your business?

Are you not sure?

If you are looking for full service accounting services, book your 15 minute discovery call today!

We will discuss how you are currently operating the financial side of your business, and the things you need to send me to receive a quote.


Tax Preparation — Upload Deadline (Deposit Required)


Select your Upload Deadline (the date you will have all documents uploaded by). This is not a consultation.

A $150 deposit is required to reserve your spot and start the intake/upload process.

Tax prep starts at $450 for straightforward individual returns and includes one schedule.

Final pricing depends on what’s actually in your tax situation (business income, rentals, investments, K-1s, multiple states, and/or business entity returns like S-Corp/Partnership/C-Corp).

Not sure what you have? That’s normal. Our intake questions and document review will determine what returns are required and what we’re preparing for you.

Not sure what you need?
Click the link below to send an email and we’ll help you figure it out.

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