Services

Accounting and Bookkeeping

Variable hourly rate — Our accounting and bookkeeping services are customized to each client's needs ranging from full accounting responsibilities with remote CFO services to monthly/quarterly assistance with  account reconciliation and financial statement review. 

Business Tax Preparation

Variable hourly rate —Business tax return preparation includes analysis of the client's financial information to ensure returns are prepared for the client's best outcome and in compliance with  current tax  law.

Business Start up Services

$100 Start up Consultation —  We provide assistance with entity selection, tax and accounting compliance, accounting system setup, as well as business and strategic planning, 

Individual Tax Preparation

Federal and State Returns with one hour of financial planning starting at $200.00 — Our individual tax preparation includes federal and state returns, electronic filing, portal vault storage of your documents and returns for three years.  Additionally we will meet with you and answer your general financial planning and stewardship questions.

Tax planning - 

Cash flow expense planning

Debt reduction and management