We start with a conversation, not a sales pitch. We want to make sure we're the right fit for your business — and we'll be upfront with you if we're not. At the end of the call, we'll both know whether it makes sense to move forward.

• 30-minute call, no obligation
• Honest recommendation on services that fit your situation
• Clear picture of pricing upfront
• We'll tell you directly if we aren't the right fit — no runaround

Once you're ready to move forward, we handle the transition. We get access to your QBO file, connect your accounts, and do a full review of where things stand. If your books need historical cleanup, we take care of that too — we'll assess what's needed and get everything in order before the monthly rhythm begins.

• QBO access and account setup
• Historical cleanup as needed
• 3-year tax return review
• Initial tax strategy meeting
• Introduction to your dedicated Client Advisor

Your first complete month as a client. We run the full accounting process — reconciliations, payroll, and financial statements. Any outstanding questions from onboarding get addressed here so you're fully up to speed and confident going forward.

• Full bank and credit card reconciliation
• Payroll processed and filed
• Balance sheet and P&L delivered
• Any outstanding questions addressed

Consistent, reliable, and built around your business. Every month we handle the books, run payroll, and keep you on track with taxes. Pro package clients also receive quarterly advisory calls with their Client Advisor to review financials, discuss strategy, and plan ahead.

• Books reconciled and financials delivered
• Payroll filings and quarterly tax returns
• Tax projections updated throughout the year
• Direct access — call or email us anytime
• Quarterly advisory calls with your Client Advisor Pro package

Because we've been in your books all year, tax season isn't a scramble. Your return is the result of 12 months of organized financials and proactive planning. No surprises, no shoebox of receipts.

• Corporate federal and state tax return prepared and filed
• Owner individual return prepared if needed
• Year-end tax planning meeting
• Strategy for the year ahead

The longer we work together, the more valuable the relationship. We know your history, your goals, and your business inside and out. That context can't be bought — it's built over time.

• Deeper advisory as we learn your business
• Year-over-year benchmarking
• Strategic guidance as you grow
• Optional add-on: quarterly business planning & consulting