Transform Your Business with Tax-Minded Bookkeeping

Financial clarity is the foundation of your business’s growth.

Our bookkeeping approach blends expert QuickBooks Online support with tax-minded strategy, so you always know where your money is going — and how to use your numbers to make smarter decisions.

When we manage your books, you get more than transactions recorded.
You get a financial system that helps you:

• Clear, accurate monthly financial reports
• Key performance indicators tailored to your business
• Cash flow awareness (no more guessing)
• Insights that support pricing, hiring, and growth decisions
   

• IRS-ready books and documentation
• Organized, audit-safe financial records
• Proactive tax planning built into your monthly workflow
• Fewer surprises at tax time
   

• Delegate bookkeeping with confidence 
• Streamlined processes that keep your business running smoothly
• Quick response times and a partner who truly understands your numbers

Our unique approach combines expert Quickbooks Online bookkeeping with strategic tax planning to help you:

• Make data-driven business decisions
  • Clear monthly financial reports
  • Key performance indicators
  • Cash flow insights
• Ensure Tax Compliance
  • IRS-ready documentation
  • Organized financial records
  • Proactive tax planning
• Save Valuable Time
  • Focus on business growth
  • Delegate financial tasks
  • Streamlined processes

This Service Is Often a Good Fit For Businesses That:
 

• Want accurate, organized bookkeeping that supports better financial decisions — not just compliance
• Typically generate six to low seven figures in annual revenue, though fit and readiness matter more than size
• Are growing and noticing increased financial complexity
• Use (or are willing to use) QuickBooks Online as their accounting platform
• Value proactive guidance, clear communication, and reliable financial information
• Prefer a collaborative relationship rather than last-minute, transactional support
• Maintain up-to-date tax filings and not greater than 1 year behind.

Our Partnership Process:

1. Discovery & Diagnosis - Start with our comprehensive QBO Diagnostic Review ($375)) to ensure we understand your books and create the right strategy for your business.
2. Custom Solution Design - Receive a tailored plan based on your specific business needs and goals.
3. Implementation & Support - Get ongoing support with:
   • Monthly financial reporting
   • Regular check-ins
   • Tax planning insights
   • Quick response times

Investment in Your Financial Success:

• Monthly Bookkeeping: Starting at $550+
• New Client Onboarding Fee (one-time): $500
• Clean-Up & Catch-Up Projects: Starting at $2,000+ per project (typically covers one year of records; additional years or complex files may require more)
• QBO Diagnostic Review (one-time): $375 (required before any clean-up project)
• QBO Setup (one-time): $425
• ProAdvisor Discount: 30% off your first year QuickBooks Online subscription

Exact investment will be tailored to your business needs following your Diagnostic Review.

Why Trust Us:

• 2025 AICPA and CIMA Global Women to Watch Honoree
• Named Top 25 Up-and-Coming Quickbooks ProAdvisor 2024 and 2025
• Certified QuickBooks Online ProAdvisor
• Tax-Minded Approach to Bookkeeping

If you’re unsure whether this is the right fit, we’re happy to explore that together — clarity starts with the right conversation.

Note: Discovery Call availability is limited during Q4 and Q1 due to high demand for year-end and new year services.