Services

Our virtual model is built for flexibility, clarity, and results. Whether you're a creative solopreneur or a service based founder, we tailor your financial systems to scale with you. Below we provide a summary of the services we provide

How We Support Your Business

Accounting

We keep your books clean and your numbers clear, so your time is focused where it matters the most, running your business.
Whether you’re a content creator, contractor or have your small business, you’ll always know where your money’s going and growing.

Here’s what we do

Monthly bookkeeping that’s accurate and up to date
Chart of accounts setup (or cleanup if needed)
Quickbooks Online setup and support
Financial statements you can actually understand

Tax 

No more guessing your tax bill or stressing about deadlines. We handle the filings, track your payments, and help you stay penalty-free.
It’snot just about filing; it’s about peace of mind and staying compliant year-round.

Here’s what we do

Annual income tax preparation (business + personal, if needed)
1099 tracking and contractor filing
Quarterly tax estimates (so you’re never caught off guard)
S-Corp election, setup, and ongoing payroll guidance
Quarterly payroll tax return preparation

Advisory

This is where we go beyond the books. We become your growth partner—offering insights, guidance, and clarity every step of the way
We help you make better decisions, not just better spread sheets.

Here’s what we do

Monthly “Money Clarity” or strategy sessions
Custom KPI dashboards that track what matters most
S-Corp tax strategy and paycheck planning
Cash flow projections to help you plan confidently

Accounting Services

We keep your books clean and your numbers clear, so yourtime
is focused where it matters the most, running your business.

Monthly book keeping that’s
accurate and up to date

Chartof accounts setup
(or cleanup if needed)

Quick Books Online setup and support

Financial statements you
can actually understand

Whether you’re a content creator, contractor or have your small business,
you’ll always know where your money’s going and growing.

Tax Services

No more guessing your tax bill or stressing about deadlines. We handle
the filings, track your payments, and help you stay penalty-free.

Annual income tax preparation
(business + personal, if needed)

Quarterly tax estimates
(so you’re never caught off guard)

1099 tracking and filing

S-Corpelection, setup, and
ongoing payroll guidance

Quarterly payroll tax
return preparation

It’snot just about filing; it’s about peace of mind and staying compliant year-round.

Advisory Services

This is where we go beyond the books. We become your growth partner
—offering insights, guidance, and clarity every step of the way.

Monthly“Money Clarity” or strategy sessions

S-Corptax strategy and
paycheck planning

S-Corptax strategy and
paycheck planning

Cash flow projections to help
you plan confidently

Wehelp you make better decisions, not just better spreadsheets.

Services Overview

Contact Us

Ready to stop guessing and start scaling?
Let’s make your numbers make sense today

Book Your Discovery Call