Everything your numbers need, in one place.
Bookkeeping catch-up and clean-up
For books that are behind, a mess, or both.
What I do: Reconcile every account, correct miscategorized transactions, fix balance sheet errors, and true up receivables and payables.
What you get: Accurate, current books you can trust, ready for your tax return, your lender, or ongoing monthly bookkeeping.
Pricing: Quoted as a one-time, fixed-price project.
New business setup and guidance
For anyone starting a business, or whose business has just launched.
What I do: Guide you through the early decisions, from choosing a business structure and forming your LLC or S corporation, to discussing payroll services and retirement plans. Then I build your books around how your business actually runs: a custom chart of accounts, inventory management plan, job costing system, or whatever else we decide will work best for you.
What you get: A business set up correctly from day one, with books designed around the questions you’ll want answered.
Pricing: Quoted based on the complexity of your setup, starting at $500
Ongoing monthly bookkeeping
For businesses that want someone steady keeping the numbers current.
What I do: Reconcile all of your accounts each month, prepare your profit and loss statement and balance sheet, and point out anything worth knowing, like higher-than-usual spending or invoices that are well overdue.
What you get: Current books and a clear picture of how your business is doing, with questions welcome any time and no hourly billing for every email. Sales tax, payroll reports, A/R and A/P, and cash flow reports can be added as needed.
Pricing: Billed monthly or quarterly, based on your transaction volume and accounts. Starting at $350/month; or $500/quarter for low-transaction businesses.
Tax preparation and planning
For business owners who want their taxes done accurately and on time.
What I do: Prepare small business and personal returns, including extensions and amended returns, and help you plan during the year, including quarterly estimated payments, so tax time has fewer surprises.
What you get: Your return, filed on time. If your books are already in good shape, I can prepare just the return. If you have a preparer you like, I can get your books ready and hand them off. Or I can do both.
Pricing: Quoted per return, based on its complexity. Personal returns start at $350; business returns start at $600.
Sales tax filings
Payroll for simple setups (for bookkeeping clients)
1099 preparation
Help with IRS and state letters
Reports for bank loans and lenders
Additional services
Budgeting and cash flow forecasts
Accounting software setup and migration
One-time and ad-hoc projects
Don’t see what you need? Just ask.