Get ready to take control of your finances.

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After just one session, you’ll feel more in control of your budget goals and your taxes.

Our Services

  • Monthly Bookkeeping

    Totally done-for-you, recurring accounting services for pristine books and accurate reports. Expert analysis included.

  • QuickBooks Setup

    Setup/optimization of your new QuickBooks account, with an interactive tutorial, so you feel confident maintaining everything.

  • Financial Clean-Up

    Deep-dive into your financials and optimizations to make sure things are still running smoothly, clean and organized.

  • System Analysis

    Stay on top of your AR & AP to help you prevent unexpected expenses that could throw even the best budget off course.

  • Tax Planning

    Minimize your tax bill with some smart planning that will leave more money in your pocket come April 15.

  • 1:1 Strategy Sessions

    Unlimited access to me for help at tax time, help making strategic decisions, and whatever else you need.

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