We can take care of your bookkeeping, prepare your taxes, or provide business consulting!
Take Your business to the Next Level
SERVICES
TAX RETURNS
tax preparation
$300
$400
STARTING AT
STARTING AT
$800
Includes: Annual business registration renewal, estimated payments with quarterly vouchers, depreciation optimization, etc.
- Individuals
- Sch C - Businesses
- Sch E - Rental Properties
- and more
- Multi-Member Partnerships
- S-Corps & LLC's
- Corporations
STARTING AT
$600
Bookkeeping: categorizing transactions, bank reconciliations, and financial reports.
Payroll: setup for one or more employees.
Compliance: sales/use tax, provider tax, BOI filings, etc.
ADD-ONS & CONSULTING
service packages
CONTACT US
FOR A QUOTE
The basic services we recommend for all growing businesses:
CONTACT US
FOR A QUOTE
Businesses: Profitability analysis, quarterly meetings, Cash flow analysis, tax advisory.
Individuals: tax planning, tax projections, scenario analysis.
Custom based on needs:
BOOKKEEPING
Bookkeeping Packages
$250/month
STARTING AT
Categorization of transactions and monthly reconciliations
Onboarding strategy session to assess business health + priorities
Customized Chart of Accounts built for clarity and decision-making
Monthly reports with clear, easy-to-read insights
Key highlights & red flags so nothing gets missed
Tax-ready books prepared by a CPA-trained team
Real-time tax tracking based on your personalized withholding setup
$350/month
STARTING AT
$300/month
STARTING AT
Reasonable compensation payroll setup & support
Accountable plan tracking for personal expense reimbursements
Structured tracking of salary and distributions for compliance and tax reporting
Categorization of transactions and monthly reconiliations
Budget vs. Actual reporting aligned with your approved budget
Class tracking setup for grants, programs, and funding sources
Monthly report generation for board review
customized based on complexity,
Reach out for a quote!
Services will typically be charged at either an hourly or per-project rate.
IRS Notices · Tax Projections · QB Clean-ups · Payroll · Sales Tax · Payroll · Unemployment Filings · · Coaching · CFO Services · Business Registration Services · Payroll Setup
We love to help small businesses with tax and accounting projects, big or small.
à la carte offerings
IRS Notices · Tax Projections · QB Clean-ups · Payroll · Sales Tax · Payroll · Unemployment Filings ·Workers Comp · Coaching · CFO Services · Start-Up Services
Send us a message to see if we can help!
We love to help small businesses with tax and accounting projects, big or small.
Or fill out the form below and I'll be back in your Inbox within 1-2 business days.
Give us a call at: 651.797.4603
Ready?
Let's Do This!
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You will receive a response within 1-3 business days
Meetings by Appointment
2230 Carter Ave, Suite #10
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