Who do we work with?
We serve Solo Owners and Service-Based Businesses that want financial systems they can trust. Our focus is on helping you streamline your books, reduce tax stress, and grow with confidence.
How do we get started?
It all starts with an in depth consultation—by phone, Zoom, or in-person—where we get to know your business, your numbers, and what’s keeping you up at night. From there, we’ll recommend the right service package and handle the entire onboarding process side by side.
Do you work with QuickBooks Online?
Yes, we specialize in QuickBooks Online and can help set up, organize, or optimize your account—even if you’re starting from scratch.
Can you clean up my books if they’re a mess?
Definitely. Many of our clients come to us needing a little (or a lot of) cleanup.
We’ll get your books back on track and build systems to keep them that way.
How often will we meet or talk?
It depends on your package, but most clients get monthly updates plus anytime support via email, message or phone call. We’ll never leave you guessing!
Who is NOT a good fit for us?
If you're just looking to meet once a year in April to file your taxes and check a box—we're probably not the right fit.
We work best with business owners who want a year-round relationship with their accountant. If you’re not interested in planning ahead to reduce your tax bill, our style might not align with your goals.
Our best clients want guidance, clarity, and consistent communication—not just a once-a-year transaction.