Essential Books + Tax
Monthly bookkeeping paired with annual tax preparation for simple, organized compliance.
- Monthly Bookkeeping
- Year-End Tax Return (Individual or SMLLC)
- Annual Financial Statements
- Quarterly Tax Estimates
- Email Support
Predictable monthly and project pricing that combines bookkeeping, tax, and advisory into one accountable relationship.
Monthly bookkeeping paired with annual tax preparation for simple, organized compliance.
Ongoing books, tax support, and advisory guidance for growing small businesses.
CFO-level planning, forecasting, and decision support for businesses that need strategic financial clarity.
A focused project to clean existing records and move the business into a modern Xero workflow.
Accounting foundation, bookkeeping, and tax readiness for new businesses building clean from day one.
Published prices are starting points. Final pricing, timing, deliverables, and responsibilities depend on your situation, records condition, filing complexity, entity structure, deadlines, and agreed scope.
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