Bookkeeping, Tax Filing & Advisory.

One Monthly Payment.

Business Owner Services

Business Essentials

From $300/month + Onboarding Fee

Includes:

  • QBO modified cash-basis bookkeeping

  • Business tax prep & filing (1120S/1065)

  • Individual tax prep & filing (1040)

  • All filing fees are included in the monthly rate

  • Year-round tax planning & business advisory

  • Monthly reconciliation

  • Monthly financial reports (balance sheet and profit & loss)

  • Quarterly KPI dashboard

  • Quarterly tax estimates

  • 1099 filing

  • Annual payroll reconciliation

Clients Served

Trades

Professional Services

Retail & Small Shops

Individuals

Restaurants & Cafes

Real Estate Investors

Contact Me

Provide me your name, business name and email, and I will reach out to you for a free consultation. Thanks!