You are visiting this page because you are looking for a bookkeeper and/or a tax preparer. You’ve started a business and need professional help. It’s wonderful news and I applaud you for taking the next step in looking for a professional!
I offer bookkeeping packages at a fixed rate, individual tax preparation, and small business tax preparation for limited liability companies.
I am a QuickBooks Certified ProAdvisor and work with my clients using QuickBooks Online accounting software. For clients not interested in using QuickBooks themselves, contact me for the possibility of sending statements and documents once a month so I can complete your bookkeeping on my end.
Monthly Bookkeeping Service
Bookkeeping leads the way to your budget, tax preparation, income, expenses, and more.
Know your numbers so you can make choices in your business that lead to success!
Monthly Bookkeeping Starting at $480/mo.
Included in Monthly Bookkeeping Service:
- Record financial transactions and update chart of accounts as needed
- Reconcile up to four accounts (savings, checking, credit card, PayPal, etc.)
- Gross Receipt Tax Calculation in QuickBooks
- End of year 1099 Forms (up to 5 at no additional cost – $25 for each additional 1099)
- Client File Exchange Portal
- Communicate via email
- Schedule phone or Zoom video conferencing calls monthly or quarterly as needed
- Profit and Loss Statement and Balance Sheet available in QuickBooks Online
*Not quite ready for my monthly bookkeeping package or you need more options?
Catch up Bookkeeping
You’ve gotten so far behind on your bookkeeping that you can’t seem to catch up.
I work with you to get your bookkeeping caught up!
Catch up Bookkeeping Starting at $240/mo.
Included in Catch Up Bookkeeping:
- QuickBooks Online account setup (if needed +$200)
- Review of current QuickBooks Online account, statements, and other pertinent document
- Record financial transactions and update chart of accounts as needed
- Reconcile up to two accounts (savings, checking, credit card, PayPal, etc.)
- Client File Exchange Portal
- Communicate via email
- Schedule phone or Zoom video conferencing call as needed
- Profit and Loss Statement and Balance Sheet available in QuickBooks Online
*Catch up and Cleanup bookkeeping normally go hand and hand.
I Have Limited Spots for Tax Preparation – Contact Me ASAP!
Individual Tax Preparation
Feel at ease knowing your taxes are complete!
Personal Tax (No Business or Freelance Income)
Individual Tax Preparation Starting at $240
Be Prepared for Tax Season. Download the Checklist Below:
Small Business Tax Preparation
I help you deduct the proper expenses for your small business to achieve the best refund possible.
Single Member LLC or Sole Proprietor (Both Personal and Business)
Small Business Tax Preparation Starting at $480
Working With Me
First, we clarify your business needs by chatting over a discovery call. Next, a proposal will be sent to you for a signature. Then, an email will be sent to you to setup your SecureFilePro portal once payment is made. In addition, I send an email with a list of pertinent documents needed to get started.
*It is not unusual for me to request to review your QuickBooks account before sending a proposal. This often happens if I am completing catch up work and/or cleanup work.