Expert Bookkeeping, Payroll, & Tax Solutions for Your Business
Bookkeeping Services
Simple Monthly Bookkeeping – $100 Flat Fee
Running your business is hard enough. Your books shouldn’t be. For a flat $100 per month, you get clean, organized financials in QuickBooks Online so you always know where your money is going.
What’s Included
Up to 3 connected accounts (bank, credit card, payment processor)
Monthly Profit & Loss statement so you can see income and expenses at a glance
Monthly Balance Sheet to understand what you own and what you owe
A/R Aging report so you know exactly who still owes you money
Email-only support for quick questions and clarifications about your reports
Who This Plan Is For
This streamlined package is perfect for small businesses that:
Want reliable, basic bookkeeping without the complexity of big firm pricing
Have a straightforward setup and primarily need accurate monthly reports
Prefer to handle day-to-day operations while a professional keeps the books in order
How It Works
You connect your accounts to QuickBooks Online.
Each month, your transactions are categorized and reconciled.
You receive your P&L, Balance Sheet, and A/R Aging report by email.
If you have questions, you reply by email and get clear, simple answers.
You get predictable bookkeeping at a predictable price—no hourly surprises, no confusing tiers. Just one flat monthly fee and financial clarity you can count on.
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Bookkeeping Clean Up
$99 for every month behind
Payment is due upfront
QuickBooks Set Up
$100 Flat Fee
International Solutions
Specializing in foreign‑owned U.S. LLC/Inc bookkeeping & tax help:
Set up and maintenance of clean QuickBooks Online records
Track multi-currency and cross boarder payments
Reconcile US and foreign bank accounts
Reconcile Stripe, Wise, PayPal (or similar accounts)
Prepare form 5472 & 1120
Stay aligned with U.S. bookkeeping and tax rules while meeting key foreign reporting requirements
Tax Preparation Services
Simple Solutions
Cost: $199
Includes: Form 1040 with W-2 income, or simple Schedule C
Intermediate Solutions
Cost: $299
Includes: 1120-S for single member S Corporations, or multiple Schedule C
Advanced Solutions
Cost: $399
Includes: Form 1120 for C Corporations or Form 1120-S for multi-member S Corporations
Payroll Services
Simple Solutions
$100/mo & $10 per employee
Ideal for: Small businesses, 1-5 employees
Services included:
Payroll processing
Direct deposit
Tax filing
Intermediate Solutions
$200/mo & $10 per employee
Ideal for: Growing businesses, 6-15 employees
Services included:
Payroll processing
Direct deposit
Tax filing
Advanced Solutions
$300/mo & $10 per employee
Ideal for: Complex businesses, 15+ employees
Services included:
Payroll processing
Direct Deposit
Tax filing
Additional Services
Life Insurance & Annuities
1. Term Life Insurance
2. Whole Life Insurance
3. Universal Life Insurance
4. Variable Life Insurance
5. Indexed Universal Life Insurance
6. Final Expense Insurance
7. Fixed Indexed Annuities
Schedule a complimentary consultation
Streamline your financial management by booking an appointment today. Experience precise, efficient, and personalized solutions tailored to your business needs.
Contact Me
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