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 alongside your existing bookkeeper.
You are okay working remotely and online with us.
You use QuickBooks Online or are willing to switch.
You are not more than two years behind on tax filings.
You are a service provider, contractor, or farmer without inventory or online retail sales.
You are ready to have a whole team and actively communicate monthly and quarterly.
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.
You aren’t scared of change or technology, but you need someone to work with you as you grow and adapt.
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.
If you like the way we work, but you’re not a service provider, farmer or contractor, we can refer you to firms similar to ours. Provide a bit of info and we’ll work to connect you to a firm that meets your needs and works the way you want.
If you’ve read enough and you’re ready to roll, click here to get started. We’ll ask a few questions to make sure we’re a good fit and we’ll be in touch soon to get started.
“ Clarity is the antidote to confusion. Communication is the cure for chaos.”
OUR SERVICES
Our packages are customized to your needs. You can choose a full-service or a more a la carte approach.
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.
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.
