Our Services are for you if:

• You file a Schedule C or F on your 1040 return or are the sole owner of a small corporation. 

• Your gross revenue in your business is consistently over $250,000/year. 

• You are busy as hell and need a trusted partner to work with you.

• You are not interested in hiring or training any more employees at this time.

• You want all of your work under one roof, or someone to work hand in hand with your existing bookkeeper.

• You are okay working remotely and online with us. 

• You use QuickBooks Online or Xero or are willing to switch. 

• You are not more than two years behind on tax filings.

• You are a service provider, contractor, or farmer, and you don't have inventory or online retail sales. 

• You are ready to have a whole team and engage in active monthly and quarterly communication.

• You recognize our services are done with you, not just for you. 

• You’re interested in business advising, coaching, and consulting alongside your finances.

• You want someone committed to your business who can substantially help you and your processes, operations, tech stack, and systems. 

We work differently than other accounting firms that adhere to tradition instead of adapting to the times.
We take great care to ensure we are a good fit for our clients and their needs.
We onboard new clients on a 1:1 basis.

OUR SERVICES

Our packages are customized to your needs. You can choose a full-service or a more a la carte approach.
However, the minimum service that we offer would be quarterly tax planning and review of your books and an annual

If you have a bookkeeper already, we are happy to work alongside them. We will work with them monthly to prepare high-quality tax-ready books, quarterly to implement your tax plan, and annually to prep your taxes. They can also be part of your coaching and consulting if you choose. We’re also happy to answer their questions and provide guidance to them.

WHAT TO DO NEXT?

1. Review our Services

2. Submit our Application

3. Have a call with our team to review your situation and to make sure we’re the best firm for you.

4. Review and accept our proposal.

5. Sign Engagement Letters and get started!

6. Complete onboarding within four weeks or one reconciliation cycle.

We're looking to be a partner for our clients and really dig in to help you in your business and offer more consulting and partnership.