Work With Us

Because your finances are the *key* to your success.

Taxes

Employ our tax services for a smooth transition from closing out your prior year books to filing your tax returns. Ultimately keeping your business and you always in balance.

 

Business Returns

By partnering with us to complete your bookkeeping and file your returns, you ensure a smooth tax season with a return filed on time.

 

Personal Returns

We know businesses are run by people who care about more than just their business. By providing personal return services we help keep everything balanced.

 

To get started, schedule a consultation

 

Bookkeeping

By providing consistent bookkeeping services, business owners can finally find balance. From being compliant year-round to having the ability to utilize the important information found insider their financial statements, it is truly the key to a successful accounting for your business.

Categorize Transactions

An essential step in our bookkeeping services and requires so much more than checking a box. Categorizing transactions focuses on providing you with useful information AND staying IRS compliant.

 

Reconcile Accounts

By ensuring all accounts are properly reconciled we make sure you are collecting every invoice due, paying every bill owed, and ensuring greater control over your finances.

 

Generate Reports

Reports help us understand our business better. From trying to decide how to price our products to analyzing profitability, reports are the key to a balanced business.

Basic

Payroll

Services

Our basic payroll services are ideal for the self-employed worker or business owner with a few employees.

Our payroll services are offered as an add-on to our bookkeeping services, so please schedule a consultation to learn more.

Packages

 

Starter

Starting at $350/month

(Monthly / Quarterly Options Available)

This package is perfect for those businesses just starting out and needs help with transaction categorization and bank reconciliations with 2 or fewer bank accounts.

    • Code transactions

    • Monthly/Quarterly financial reports

    • Unlimited email support

Balanced

Starting at $500/month

 

This includes everything in the basic package with the additional help needed to keep your business in Balance.

    • Additional bank accounts and/or credit cards

    • Monthly expense and revenue analysis to assist you in managing your goals.

    • Quarterly Strategy Call

VIP

Scheduled Consultation For Quote

This package is for those business owners needed more support with their business finances. All features from the Balanced Package are included with additional.

    • Accounts Receivable Tracking

    • Invoice Management

 

 Not sure where to begin?

Schedule a consultation by clicking the button below to discover what is the right path for you.