The Financial Support
Your Business Actually
Needs
From clean monthly books to business setup and tax preparation, everything handled with accuracy and care.
BOOKKEEPING SERVICES
Clean Books.
Every Month.
Accurate bookkeeping is the foundation of every good business decision. Whether you need ongoing monthly support, a fresh quarterly review, or a full cleanup of years past, we make sure your numbers are organized, reconciled, and ready when you need them.
All bookkeeping services are performed in QuickBooks Online. I genuine commit to getting your books right.
Monthly Bookkeeping
Consistent, accurate monthly records so you always know where your business stands. Categorization, bank account and credit cards reconciliation, and financial reports, handled for you.
Quarterly Bookkeeping
A strong middle ground, accurate quarterly reviews, bank accounts reconciliations, and reports for businesses that need less frequent support but still want clean numbers.
Year-End Bookkeeping
Organize, review, and reconcile your financial records to ensure your books are accurate, complete, and fully prepared for tax season, year-end reporting, and financial clarity.
Bookkeeping Cleanup
Messy books from months or maybe years. We'll review your books, untangle the chaos, and get everything current and accurate so you can move forward with confidence.
Tax-Ready Books
Accurate and organized bookkeeping designed to keep your financial records clean, updated, and fully prepared for tax filing, year-end reporting, and business financial organization.
Financial Reports
Detailed financial reports designed to help you maintain accurate records, track business performance, identify discrepancies, and keep your books organized, and updated.
Monthly Bookkeeping Packages
Starter
$ 300 / month
Perfect for freelancers or small side hustles who need simple support.
Monthly bookkeeping (up to 50 transactions)
Basic financial reports (Profit & Loss, Balance Sheet)
Year-end summary for tax prep
Email support for quick questions
Ideal if you’re just starting and need reliable record-keeping without the extras.
Growth
$ 500 / month
most popular
Great for growing businesses that want more detailed support.
Monthly bookkeeping (up to 150 transactions)
Complete financial reports with insights
Company setup compliance, and registrations
Tax preparation: we prepare everything you need before filing
Best for side hustlers and small business owners ready to scale with confidence.
Established
$ 800 / month
Top features
A full-service package for entrepreneurs who want to achieve pro-level growth.
Advanced bookkeeping (up to 300 transactions)
Custom financial statements & cash flow tracking
Full company setup, compliance, and registrations
Complete tax preparation: ready for filing
Quartely Bookkeeping Services
Quarter-End Bookkeeping Package
Starting at $ 300
Perfect for small business owners who need help reviewing their books and preparing their financial records every quarter.
Books review and cleanup to ensure your financial records are organized and accurate.
Bank account reconciliation to verify that your transactions match your bank statements.
Preparation of a Profit & Loss report summarizing your business activity.
Ready to get your books organized and tax-ready?
We also offer Annual Bookkeeping Services
Year-End Bookkeeping Package
Starting at $ 600
Perfect for small business owners who need help reviewing their books and preparing their financial records once a year.
Books review and cleanup to ensure your financial records are organized and accurate.
Bank account reconciliation to verify that your transactions match your bank statements.
Preparation of a Profit & Loss report summarizing your yearly business activity.
Ready to get your books organized and tax-ready?
BUSINESS SETUP SERVICES
Start Strong.
Setup Right.
Building a business on a shaky financial foundation creates problems down the road. We help new and growing businesses get their financial infrastructure in place from day one, so your books, systems, and structure actually support your goals.
Whether you're launching a new LLC, converting a hobby to a business, or realizing you need to clean up years of informal tracking, we'll build a system that works.
New Business Setup
Everything you need to launch your new business with financial systems in place, from banking structure to bookkeeping software, everything setup correctly from the start.
Business Structure
Assistance choosing the right business structure for your goals, finances and business growth.
LLC, DBA, sole proprietorship,
S-Corp, C-Corp, Non-profit, etc.
Business Formation
We handle the filing for your DBA registration, LLC formation and EIN registration with IRS, ensuring your business is legally established correctly from the start.
Business Licenses
We'll help you register
for the required licenses, permits, and Tax IDs to keep your business compliant and operating legally, and setup for long-term success.
Business Banking Setup
We'll guide you opening the right business bank account, help you gather the required paperwork, and compare your options, HYSA or traditional commercial bank.
Chart of Accounts Setup
We'll build a chart of accounts tailored to your business and industry, so your financial reports are meaningful, your expenses are categorized, and tax time is stress free.
"Leave your bookkeeping worries to us,
so you can focus on growing your business."
TAX SERVICES
Tax Ready.
Year-Round.
Tax season doesn't have to be a scramble. With clean books maintained throughout the year, your tax preparation becomes faster, more accurate, and far less stressful.
We offer individual and small business tax preparation services as a California registered tax preparer, alongside year-round tax planning support so you're never caught off guard.
Individual Tax Filing
Preparation and filing of individual tax returns, including Form 1040, while helping keep your financial records organized, accurate, and fully compliant, and tax-ready.
Small Business Tax Filing
Professional filing of business tax returns, including Forms 1120, and Schedule C, while helping keep your records financially accurate, organized, and tax-ready.
S-Corp Tax Filing
Professional S-Corp tax filing services focused on accurate reporting, compliance, organized financial records, and year-round business tax preparation support.
Tax Planning Services
Strategic tax planning designed to help you prepare ahead, reduce stress, minimize unexpected tax surprises, and make informed long-term financial business decisions.
Tax-Ready Books
We'll help you get your financial systems in place from the start: bookkeeping software setup, account structure, and the foundational records your business needs to grow with confidence.
IRS Letters & Tax Notices
Support reviewing IRS letters and tax notices while helping you stay organized, informed, financially prepared, legally compliant and properly ready to respond correctly.
Other Services
We also offer additional services to support small business owners who need guidance, training, or help with specific financial tasks.
Bookkeeping consulting to answer questions and provide guidance on managing your business finances.
QuickBooks training and support to help you confidently manage your bookkeeping system.
1099-NEC preparation and filing for independent contractors.
Seller’s permit registration and filing to help your business stay compliant.
Financial organization and bookkeeping support for businesses that need help getting started.
Ready to start your LLC?
We handle everything so you can focus on building your business
Articles of Organization — We prepare and file your Articles of Organization with the state to officially establish your LLC.
Statement of Information — We file your Statement of Information with the California Secretary of State to keep your LLC compliant.
EIN Registration with the IRS — We obtain your Employer Identification Number so your business is ready for banking, hiring, and taxes.
Operating Agreement — We prepare a customized Operating Agreement that outlines how your LLC will be managed and operated.
Guidance to Open a Business Bank Account — We guide you through selecting and opening the right business bank account to keep your finances separate and organized.
LLC Formation Service is $400 + state filing fees
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