Services
Our services are designed to support individuals, freelancers, and small business owners with the tax, financial, business tasks that are easy to fall behind on, especially when life gets busy or your business is growing quickly. We provide dependable support with tax preparation, bookkeeping, LLC formation, and annual report filing, along with operations and business systems support including workflow setup, tech consulting, branding, web design, and SEO. We also offer immigration document support to help clients stay organized and prepared throughout the process.
Our goal is to simplify each step while keeping everything accurate, organized, and well-documented. We help you stay on track with deadlines, keep your records and systems in order, and move forward with clarity and confidence. If you value accuracy, organization, and a process that feels easy to follow, you’re in the right place.
Operations & Business Systems Support
Strategic guidance with hands-on implementation to simplify workflows and elevate how your business runs.
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This service provides end-to-end CRM setup, strategy, and ongoing support specializing in Dubsado and HoneyBook. It includes done-for-you complete setups, workflow strategy and mapping, audits and refinements to improve efficiency, and hands-on management and support.
👉🏼 CLICK HERE TO LEARN MORE ABOUT DUBSADO -
Designed to organize and optimize your behind-the-scenes systems, this service includes tech stack consulting to map workflows and recommend the right tools, hands-on automation and software integrations, and essential tech support such as email setup and system troubleshooting.
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This service covers Squarespace website design, refreshes, and ongoing support to ensure your site looks refined and functions smoothly. It includes custom website design, strategic updates and customizations, SEO audits and maintenance, hands-on Squarespace support, and a complete branding suite to create a cohesive and professional online presence.
👉🏼 CLICK HERE TO LEARN MORE
Tax & Compliance Services
Clear, accurate tax & compliance support for individuals, freelancers, and small business owners.
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We handle personal tax filings with accuracy and efficiency, making sure you stay compliant and get the best outcome possible.
Starting at $200 -
We specialize in tax prep for freelancers, service providers, online business owners, and single-member LLCs*. We’ll help you report your 1099 income, maximize deductions, and file accurately and on time.
*We currently prepare taxes single-member LLCs that are taxed as sole proprietors, reported on Schedule C of your personal return.
Starting at $350 -
Setup, reminders, and guidance so you stay ahead of IRS deadlines.
$75/quarter or $250/year -
We’ll handle your federal extension and walk you through estimated payment guidance.
$50 flat rate -
We handle your annual filing to keep your LLC in good standing.
$85/year -
We’ll handle the paperwork to register your LLC, apply for your EIN, and provide a simple Operating Agreement.
Starting at $250
*State filing fees vary per state and are separate and billed in addition to our service fee.
Bookkeeping
Accurate financial tracking and ongoing bookkeeping support designed to keep your business organized, your records up to date, and your finances easy to manage, so you can stay consistent month to month and feel prepared year-round. Click the dropdown below to view our Monthly Bookkeeping Packages.
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We use QuickBooks to categorize transactions, reconcile accounts, and deliver easy-to-read reports.
Basic – Starts at $300/month
• Up to 2 bank/credit accounts
• Monthly categorization
• Standard reports (Profit & Loss, Balance Sheet)Standard – Starts at $450/month
• Up to 4 accounts
• Monthly reconciliation
• Reports + light supportPremium – Starts at $700/month
• Up to 6 accounts
• Custom reports, tags
• Monthly check-in or report walkthrough
Add-ons:
• Clean-Up Projects: $250–$750
• QuickBooks Setup: $200