What we help with
Most clients come to us for a mix of recurring accounting and payroll for their businesses, proactive tax work for individuals and owners, and someone to think through the big decisions with them. From there, we can add audit support and AI-driven systems as it makes sense for your world.
Accounting & payroll
Monthly accounting that actually stays up to date, so you’re not operating on guesswork or last year’s numbers.
- Monthly or quarterly bookkeeping
- Bank and credit card reconciliations
- Clean-up work for prior periods
- Payroll setup, processing, and review
- Basic financial statements & review
Tax planning & preparation
We help you stay ahead of deadlines, avoid avoidable surprises, and make tax-aware decisions throughout the year — not just at filing time.
- Individual & small business tax returns
- Entity selection and structure questions
- Estimated tax planning and safe harbor checks
- Year-end review before filing
- Coordinating multi-entity or multi-state situations
Advisory & CFO support
A thinking partner who knows your numbers and your context — so you’re not making big decisions alone.
- Budgeting & cash flow planning
- Pricing, margins, and “Is this worth it?” conversations
- Support for lenders, investors, or boards
- Short, focused check-ins during key decision points
Audit & assurance support
Getting ready for outside eyes on your financials, without the panic. We help you get organized and tell a clear story with the numbers.
- Pre-audit clean-up and schedule preparation
- Internal control walk-throughs and basic recommendations
- Support for grant, lender, or board reporting
- Coordination with external auditors or reviewers
AI & automation for finance
Practical, grounded AI projects that make your systems work together — not “shiny tools,” but real improvements in how work gets done.
- AI-assisted checks on bookkeeping and transaction coding
- Automated reminders, simple workflows, and approvals
- Dashboards and summaries pulled from your existing systems
- Light integrations with portals, intake forms, or websites when helpful
Who we’re a great fit for
We work best with people who care deeply about what they’re building, even if the books haven’t always kept up. If you’re ready for calmer, clearer finances, you’re in the right place.
- Small business owners who want clean, reliable books
- Self-employed people and side business owners who are ready to get organized
- Families and individuals whose taxes are getting more complicated
- People with multiple income streams, rentals, or growing responsibilities
- Anyone who wants straight answers without judgment
How working together works
Start with a short conversation
We’ll talk about your business or household, what’s on your plate right now, and where you’d like your finances to feel calmer or clearer.
Choose the right level of support
You’ll get a clear recommendation for services, timing, and pricing. No pressure, no surprises — just a straightforward path forward.
Set up systems & settle in
We’ll get access to what we need, clean up anything that’s behind, and put routines in place so your numbers stay current and useful.
Sample pricing
Every client’s situation is a little different, but most fall into one of these ranges. Think of this as a starting point — we’ll scope your exact fee together based on your volume, systems, and how much help you want.
Monthly accounting & payroll
Typical range: $350–$850 per month
- Core bookkeeping kept current
- Bank & credit card reconciliations
- Basic monthly financials
- Payroll setup and periodic review
Tax planning & preparation
Typical range: $350–$1,200 per return package
- Individual and small business returns
- Year-end review before filing
- Estimated tax and safe harbor check
- Pricing increases with complexity (multiple entities, states, rentals, etc.)
Advisory & CFO support
Typical range: $250–$600 per month (or scoped project)
- Budgeting and cash flow planning
- Regular check-ins during key decision points
- Support for lenders, investors, or boards
- Project-based pricing available
Audit & assurance support
Typical range: $1,500–$5,000 per engagement
- Pre-audit clean-up
- Schedule preparation
- Coordination with auditors or lenders
AI & automation projects
Typical range: $750–$3,000 per project
- Light workflow automations
- Dashboard creation
- Process reviews
Note: These ranges are examples, not quotes. We’ll talk through your situation first and agree on a clear fee before work starts.
What affects your fee
Most people don’t fit neatly into a box, and that’s okay. Where you land in the ranges above depends on a few practical details about how your finances actually work day to day.
- How many bank and credit card accounts you use
- Roughly how many transactions run through those accounts each month
- Whether you have employees and how payroll is handled
- Whether your books are current or need clean-up when we start
- How many entities, states, or income streams are involved
For example, a single-owner business with one or two bank accounts and up-to-date books might land near the lower end of our monthly range. A busier operation — with more accounts, higher transaction volume, and active payroll — will be closer to the higher end.
We’ll walk through these factors together so your fee matches the real work involved — no surprises, and no guessing.
How our pricing works
Every client’s situation is different, so we don’t believe in a one-size-fits-all menu. Instead, we use ranges like the ones above as a starting point, then scope based on your actual needs and the level of support that makes sense.
- Flat-fee and recurring options (no hourly surprises)
- Scoped clearly before work starts
- Adjustable as your life or business changes
Transparency matters. Before you commit to anything, you’ll know what we recommend, what it costs, and when we’ll check in together.
Let’s see if we’re the right fit.
You don’t have to commit to a full engagement to ask questions. Share what’s going on, and we’ll be honest if we can help — and how.
Start a conversation