When we work together, this is what you get:
OUR PROMISE
Enhanced clarity regarding your numbers
We stay on top of your records so that each month when we meet you have a clear picture of where you stand and where you're headed. And we make sure you know what it all means.
Tax Ready Books
Forget the tax season stress! You've got a lot on your plate, building an empire! We make sure you're not leaving a single penny on the tax table. We'll set you up with the tools and process to ensure your books are ready at the end of the year tied up with a bow.
Monthly and Quarterly Reviews
Service- based businesses often face fluctuating income due to seasonal trends. We break down the important numbers with you after each month. You'll also get the standard reporting package each month: Profit & Loss, Statement of Cash Flows, and a Balance Sheet.
Excellent Support
We don't ever want you to feel like you can't reach out if you have a question or need to bounce ideas. All communication is included, but if we have to do ad hoc (extra) analysis or research to give you solid advice, that'll be billed separately.
Choose Your Adventure
Where's My Refund
Use the IRS Where's My Refund tool to get updates on your refund and access other important tax return information.
Professional Tax Prep Service
Our team provides knowledgeable and helpful tax preparation services for individuals and businesses, ensuring you get the highest refund and best filing experience
Outsourced accounting, CFO, and Bookkeeping
2024 Goal Setting Book
A vision without a plan is just that...a vision! Take note of all of the good and bad from
2023 and dream bigger and achieve bigger in 2024!
Not ready to commit? Or already have a bookkeeper?
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