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

  1. You connect your accounts to QuickBooks Online.

  2. Each month, your transactions are categorized and reconciled.

  3. You receive your P&L, Balance Sheet, and A/R Aging report by email.

  4. 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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