Services
Clarity every month.
Monthly Bookkeeping
Accurate, up-to-date financials every month.
Includes:
+ Categorizing all transactions
+ Bank + credit card reconciliations
+ Monthly financial statements (P&L + Balance Sheet)
Add-on Services
Customize your monthly bookkeeping plan with flexible upgrades.
+ Invoicing
Send invoices, track payments, and keep your A/R tidy.
+ Bill Pay
Record vendor bills, schedule payments, and manage your A/P workflow.
+ Receipt Management
Collect, organize, and match your receipts for clean, audit-ready books.
One-time Services
+ Catch-up Bookkeeping
For past months that need categorizing, reconciling, and cleaning up.
+ Year-End Financial Prep
A complete year-end review that finalizes your books and makes them fully tax-ready.
Tax Preparation + Filing
1040 + Schedule C (individuals + sole proprietors)
Includes:
+ Federal tax return
+ State return (if required)
+ Deduction & credit optimization
+ Home office + mileage (if eligible)
+ Secure e-filing + signature documents
+ Final review call to go over your completed return
Ready to get started?
The Process:
Step 1
Book your call
Choose a time to talk through your business and what support you’re looking for.
Step 2
Review + Quote
I’ll review your books and put together a clear, custom quote based on your needs and timeline.
Step 3
Stay organized
Once we begin working together, you can stop worrying about your books.
No more tax-season stress, and you’ll always know exactly where your money is going.