My Services
From bookkeeping to filing your taxes, I’m your one-stop shop CPA. Depending on your needs, take a look at the services and pricing below and then get in touch with me to begin exploring a partnership.
Bookkeeping for freelancers & businesses
Essential
Best for freelancers and solo service owners (under $100k revenue)
STARTING AT
- Monthly bank and credit card reconciliations
- Expense categorizations
- Monthly financial statements
- Core accounting services to keep things running smoothly
- Stress free books done right every month
- Light A/R and A/P tracking
Growth
Best for growing businesses ($100k- $500k in revenue, Multiple bank or credit card accounts)
STARTING AT
$850/month
- Everything in Essential PLUS:
- Quarterly insights summary
- Priority support
- Multiple bank or credit card accounts
- Custom reports and KPI dashboard
- Payroll and/or loan tracking
- Monthly walkthrough of results
Premium
Best for businesses making
over $500k in revenue
per year
STARTING AT
$1,350/month
- Everything in Premium PLUS:
- CPA coordination for tax ready handoffs
Bookkeeping for freelancers & businesses
Essential
Best for freelancers and solo service owners (under $100k revenue)
STARTING AT
Growth
Best for growing businesses ($100k- $500k in revenue, Multiple bank or credit card accounts)
STARTING AT
$850/month
Premium
Best for businesses making
over $500k in revenue
per year
STARTING AT
$1,350/month
KEY SERVICES
Monthly bank and credit card reconciliations
Expense categorizations
Monthly financial statements
Core accounting services to make business run smoothly
Stress free books done right every month
Light A/R and A/P tracking
Quarterly insights summary
Priority support
Multiple bank or credit card accounts
Custom reports and KPI dashboard
Payroll and/or loan tracking
Monthly walkthrough of results
CPA coordination for tax ready handoffs
Personal Tax Returns
STARTING AT $1,050
Tier 2
- Self employment income
- 1 rental property
- 3+ 1099s
- Exercise of stock options
STARTING AT $1,725
Tier 3
- International income
- FBAR reporting
- 2 or more rental properties
Business Tax Returns
ABOUT
S-Corp, C-Corp, and Partnership accounting services bundled into a unique plan to fit your business needs. Lets meet to discuss your specific CPA needs.
PRICING
Prices start at $5,000, and are determined on a case-by-case scenario.
Contact me for details!