What we do

Every engagement begins with a short conversation about your specific situation. We’ll confirm an exact quote together before any work begins.

Accounting Services

Monthly bookkeeping keeps your books accurate, reconciled, and ready for tax time.

  • Starter Plan

    Up to $250K annual revenue — reconciliation, P&L & balance sheet

  • Growth Plan

    $250K–$1M annual revenue — adds AR/AP, monthly review call, KPI dashboard

  • Pro Plan

    $1M+ revenue or S-Corp — CFO-ready reporting, priority turnaround

  • Catch-Up & Cleanup

    Behind on your books? Catch-up and cleanup bookkeeping is available — ask us for a quote.

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Tax Preparation

Accurate individual and business returns, prepared and filed on time.

Individual & 1099

  • Simple Return

    W-2 income, standard deduction

  • Itemized / Investment / Rental

  • Self-Employed (Schedule C)

Business

  • Partnership / LLC (Form 1065)

  • S-Corporation (Form 1120S)

  • C-Corporation (Form 1120)

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Payroll Services

Full-service payroll — direct deposit, tax filings, and employee self-service.

  • Essentials

    Direct deposit, tax filings, employee portal

  • Full-Service

    Adds W-2/1099 prep, multi-state, benefits admin

  • One-Time Setup

    Waived when bundled with a Growth or Pro bookkeeping plan.

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Financial & Legal Services

Entity formation, compliance, and small-business leadership consulting for strategic financial growth.

Business Formation & Compliance

  • Entity Formation (LLC or Corp)

  • S-Corp Election Filing

  • Registered Agent Service

Advisory

  • Advisory Lite

    Up to 5 hrs/mo — leadership check-in & financial insights

  • Advisory Growth

    8–12 hrs/mo — leadership, financial insights, process & procedure creation

  • Fractional CFO

    15–20 hrs/mo — full leadership partnership: insights, process & procedures, team training & growth

  • A La Carte

    One-off projects or short-term advisory, outside a monthly retainer

Niche: small business leadership consulting for strategic financial growth.

Individual Financial Planning

  • Planning Session

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Grant Management & Compliance

Drawdown requests, reporting compliance, and expense reimbursement processing for federal and state grant recipients.

  • Grant Management & Compliance Support

    Drawdowns, compliance reporting, and expense reimbursements — scoped per grant

Scope and cadence (one-time setup, monthly retainer, or per-drawdown) confirmed together based on your grant's size and reporting schedule.

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Executive Resume & LinkedIn Services

Resume writing — refresh an existing resume or build one from scratch — with an optional matching LinkedIn profile rewrite.

  • Resume Refresh

    You already have a resume — content update, formatting, ATS optimization & cover letter (about 1 hr)

  • New Resume

    Built from scratch — price depends on number of roles & career complexity

  • LinkedIn Profile Add-On

    Add a matching LinkedIn profile rewrite to either service above

  • Cover Letter Add-On

    For New Resume clients — included at no extra charge with Resume Refresh

Additional revisions or custom requests billed at $50/hr.

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Higher Education Advisory

Guidance on continuing education and higher-ed programs — choosing the right path, understanding requirements, and planning your next steps.

  • Consultation Session

    About 1 hr — program options, requirements, and next steps

  • Ongoing Support

    Application help, enrollment guidance, and follow-up questions

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Signature Packages

Most clients prefer one predictable monthly fee. Each package is sized to your revenue tier, with a generous employee allowance for payroll — larger teams are welcome with a custom quote.

For Small Business Clients

  • Starter Bundle

    Under $250K revenue — bookkeeping + payroll, up to 10 employees

  • Growth Bundle

    $250K–$1M revenue — bookkeeping + payroll, up to 20 employees

  • Full-Service Bundle

    $1M+ revenue — bookkeeping + payroll + Advisory Growth, up to 40 employees

Each bundle also includes an annual business tax return at a discounted bundle rate.

For Individual & 1099 Clients

  • Individual Essentials

    Simple return + one financial check-in

  • Individual Complete

    Itemized/investment return + quarterly planning calls

Get a Custom Quote