My Process

• Start with a complimentary discovery call to understand your business and goals.

• Receive a customized service proposal focused on accuracy, timeliness, and supporting your decisions.

• Choose the level of support that delivers the most value to your business (ongoing or project-based).

Services Offered:

• Monthly and quarterly financial reporting and analysis

• Accurate recordkeeping and transaction categorization

• Budgeting, forecasting, and cash flow insights

• Proactive tax planning and support

• Responsive communication meaning your questions are answered, and your priorities are addressed

Pricing is tailored to your unique needs and the value we provide. No rigid “one-size-fits-all” tiers.

Enjoy stress-free tax season with clear, upfront pricing and proactive communication. I prepare and file business and individual tax returns, review for all available deductions and credits, and offer tax planning to help you keep more of what you earn.
Accurate records required—for catch-up help, see Clean Up Jobs below.

Just launched your business? Start strong with my expert support regarding EIN setup, state registration, compliance checklists, and quarterly financial reviews.
Built for new entrepreneurs ready for confidence and growth.

Falling behind on your books? My clean-up service gets your QuickBooks Online records organized, accurate, and fast. Perfect for tax preparation or a fresh financial start.
I’ll provide a clear plan, timeline, and flat-fee quote after your complimentary assessment.