Expert Virtual Services

Monthly Bookkeeping

Investment Starts At $200/month*

Experience precision in your finances every month with our Monthly Bookkeeping service. We harness the power of QuickBooks Online to ensure accurate and efficient bookkeeping for your business success.

  • • Accurate Recording: Categorizing of financial transaction

    • Reconciling: Reconciliation of bank/credit card accounts

    • Reporting: Preparing monthly financial statements (Income Statement & Balance Sheet)

    • Tax-Readiness: Organization to keep you prepared and stress-free during tax season.

  • • QuickBooks Account Set-Up: Professional QuickBooks setup for seamless integration and effective use.

    • Receipt Management: Efficient organization and management of receipts for accurate financial tracking.

    • Monthly Financial Review: Monthly 30 minute video call to review financial statements.

    • Customized Services: Go beyond standard offerings with our Customized Services. Tailor your plan to your unique needs. Additional services crafted just for you.

Ready to start? Click below to schedule a discovery call and customize our services to fit your business needs.

Bookkeeping Clean Up

Investment Starts At $500**

Regain control of your financial records with our Bookkeeping Clean Up/Catch Up service. Let us untangle the mess and bring your books up to speed. A fresh start for your financial clarity awaits.

  • • Thorough Cleanup: Identify and resolve discrepancies in existing financial records to create a clear and accurate financial history.

    • Transaction Organization: Organize transactions to establish a systematic and reliable financial foundation.

    • Account Accuracy: Reconcile accounts for precision in financial reporting.

    • Financial Foundation: Establishing a clean and reliable financial foundation for your business.

  • • Bookkeeping Catch Up : Bring your financial records up to speed. Ideal for businesses that need to catch up on bookkeeping from the ground up, ensuring a thorough and accurate historical overview.

Ready to untangle your financial records? Click below to initiate a discovery call and kickstart your Bookkeeping Clean Up service.

Tax Preparation

Investment Starts At $170***

Simplify tax time with our Tax Preparation service. We handle the details, from thorough document review to seamless e-filing of your federal and state returns. Trust us to maximize your deductions for a stress-free tax season.

  • • Individual 1040 Filings: Comprehensive preparation of federal and state tax returns with standard deduction.

    • Forms Included In Base Price: Up to 3x W2’s. (Additional forms are priced on a per form basis)

    • Compliance Assurance: Thorough review to ensure compliance with current tax regulations.

    • Maximize Deductions: Identifying and maximizing eligible deductions for optimal tax savings.

    • Stress-Free Experience: Navigate tax season seamlessly with our expert guidance.

    • Secure Client Portal: Enjoy year-round access to your dedicated profile for convenient retrieval of your important documents.

  • • Dependent Filing Package: Inclusion of necessary forms for dependents, ensuring accurate reporting.

    • Additional Income Reporting: Inclusion of necessary forms and support for reporting various income sources, including additional W2’s, investment income, retirement income, and other common miscellaneous income.

    • Additional Forms for Credits: Support for various tax credits beyond the basic filing, such as education credits and child tax credit.

    • Small Business Supplement (Schedule C): For single-member LLCs and sole proprietors, including Schedule C for business income reporting.

Ready to begin your tax preparation? Sign up through our client portal and select 'Tax Preparation' to get started.

*Base price is based on up to 2 bank/credit accounts and up to 30 transactions per month. Individual pricing will be tailored to accommodate the specific scope of your customized services.

**Pricing will be determined based on individual circumstances and the specific scope of work to be performed. A detailed quote will be provided before any work begins to ensure transparency and alignment with your needs.

***Base price is designed for a filer with no dependents and covers the included forms within our package. The final price will be based on the complexity of your return and the unique aspects of your tax situation.