Services
Think of us as your business bestie…
We’re here to help you meet your financial goals, build foundations for a sustainable and profitable business, and save taxes along the way.
We primarily serve service-based and creative-based businesses that are:
- Sole proprietor
- Single-member LLC (SMLLC)
- SMLLC taxed as S corp
Quickbooks Online Services
- QBO File Health Check (diagnostic review)
- Cleanup & catchup
- File setup
- Training sessions
Tax Services
- Tax strategy sessions
- S Corp setup
- Annual 1099 filing
- Annual S Corp return filing (+ optional 1040 return)
- Annual Schedule C + 1040 return filing
CFO Services
- Financial dashboard and analysis
- Products and services pricing consultation
- Business Financial Roadmap (financial goal setting, planning and forecasting)
Quickbooks Online Services
- QBO File Health Check (diagnostic review)
- Cleanup & catchup
- File setup
- Training sessions
Tax Services
- Tax strategy sessions
- S Corp setup
- Annual 1099 filing
- Annual S Corp return filing (+ optional 1040 return)
- Annual Schedule C + 1040 return filing
CFO Services
- Financial dashboard and analysis
- Products and services pricing consultation
- Business Financial Roadmap (financial goal setting, planning and forecasting)