Monthly bookkeeping with all transactions categorized and reconciled
Monthly financial statements (Profit & Loss, Balance Sheet, Cash Flow)
Tax-ready books prepared throughout the year
Quarterly check-ins to review your financials and tax position
Proactive estimated tax notifications every quarter
Quarterly estimated tax review so you don’t end up with large balances at year-end
Discussion of expenses each quarter to ensure proper categorization and maximize deductions
Support for attorneys, therapists, real estate agents, and other service providers
Clear communication and straightforward guidance
Simple, predictable monthly pricing
Monthly bookkeeping with all transactions categorized and reconciled
Monthly financial statements (Profit & Loss, Balance Sheet, Cash Flow)
Tax-ready books prepared throughout the year
Quarterly check-ins to review your financials and tax position
Proactive estimated tax notifications every quarter
Quarterly estimated tax review so you don’t end up with large balances at year-end
Discussion of expenses each quarter to ensure proper categorization and maximize deductions
Support for attorneys, therapists, real estate agents, and other service providers
Clear communication and straightforward guidance
Simple, predictable monthly pricing