Bookkeeping
Accurate, up-to-date books every month. We handle reconciliations, categorization, and financial reporting so you always know where you stand.
Bookkeeping & tax services
Your finances,
handled with
precision and care.
Bookkeeping and tax services that take the stress out of your numbers — so you can focus on what you do best.
Remote-friendly · Serving individuals and businesses
Our services
Everything your
finances need,
handled with care.
From day-to-day bookkeeping to strategic tax planning, we provide the financial clarity that lets you focus on what matters most.
Tax Preparation
Individual and business tax returns prepared with care. We find every deduction you’re entitled to and make sure you’re never caught off guard.
Tax Planning
Proactive strategies to minimize your tax burden year-round. We look ahead so you’re never surprised come filing season.
Financial Reporting
Clear, actionable reports that give you a true picture of your business health — presented in plain language, not accounting jargon.
Transparent pricing
Simple, honest pricing.
No hidden fees. No surprises.
Just clear value for the work we do.
Individual
$149 / year
For individuals and freelancers who need clean, stress-free tax filing.
- Federal & state tax return
- W-2 and 1099 income
- Deduction review
- E-file included
- Phone & text support
MOST POPULAR
Small Business
$299 / month
For small businesses that need reliable bookkeeping and tax support year-round.
- Monthly bookkeeping
- Business tax return
- Quarterly estimates
- Financial statements
- Priority phone & text support
Growing Business
$699 / month
For growing businesses that need deeper financial oversight and planning.
- Everything in Small Business
- Tax planning sessions
- Cash flow forecasting
- Payroll coordination
- Dedicated account manager
Let’s talk
Clarity starts with
a conversation.
Tell us about your business, your books, and what you need help with. Call or text Patrick to discuss the next step.
(205) 209-5207