Our Services

As a small business owner, staying on top of your finances is essential. My bookkeeping services are designed to keep your financials accurate, organized, and fully transparent, so you can focus on running your business. I provide custom solutions to ensure your books are well-maintained throughout the year, giving you the insights needed to make informed decisions.

Tax Services

Whether you're a small business owner or an individual taxpayer, navigating taxes can be complex. I offer tailored tax preparation and advisory services to ensure compliance and maximize savings for both businesses and individuals. With a proactive approach to tax planning, I help you make informed decisions that align with your financial goals.

Tax Advisory for Small Businesses
Specialized guidance to help your small business navigate tax regulations and uncover opportunities to reduce tax liabilities.
Individual Tax Advisory
Personalized tax advice for individuals, focusing on optimizing deductions, credits, and overall tax efficiency.
Mid-Year Tax Analysis
Stay ahead with a mid-year assessment to estimate your tax liabilities and receive actionable advice for potential savings.
Year-End Tax Analysis
Comprehensive year-end review to finalize your tax strategy, helping you take advantage of any last-minute opportunities for deductions and credits before filing.
Small Business Tax Planning Consultation
Consultation sessions to create a tax-efficient strategy for your business. Together, we’ll develop a plan that aligns with your financial goals.

Bookkeeping

Basic Bookkeeping

Ideal for small businesses and startups with up to 75 monthly transactions. This package includes essential bank and credit card reconciliations to keep your accounts current.

Standard Bookkeeping
A step up for growing businesses, this package manages up to 100 monthly transactions and includes accounts receivable and payable management for smooth day-to-day operations.
Premium Bookkeeping
For more complex needs, this package handles up to 200 monthly transactions, provides financial advice, and includes regular consultation sessions to support your strategic financial planning.