Services Designed Around Your Needs
Whether you need ongoing bookkeeping support, help with tax preparation, or a comprehensive financial review, we offer services tailored to different business situations and goals.
Return HomeChoose What Fits Your Situation
Each service addresses different aspects of financial management. You might benefit from one specific offering, or you may find that a combination works well for your needs. We're happy to discuss which approach makes sense for your particular situation.
Monthly Bookkeeping Support
Consistent attention to your financial records so you can focus on running your business. We handle transaction categorization, account reconciliation, and financial statement preparation on a monthly cycle. Our approach emphasizes clear communication and accessibility—your questions are always welcome.
What's Included:
- Monthly transaction categorization and reconciliation
- Preparation of monthly financial statements
- Brief monthly review call to discuss findings
- Ongoing accessibility for questions throughout the month
- Work within your existing accounting software or recommendations for suitable options
Who This Serves Well:
Business owners who want to stay on top of their finances without handling the bookkeeping themselves. Ideal if you value having current, accurate records and appreciate regular financial visibility.
Tax Preparation Assistance
Careful preparation of business and individual tax filings with attention to applicable deductions and credits. We gather necessary documentation through a straightforward intake process and keep you informed throughout preparation. Our team stays current with regulatory changes that may affect your situation.
What's Included:
- Systematic document gathering and organization
- Preparation of business and individual tax returns
- Identification and application of relevant deductions and credits
- Review session to ensure understanding before submission
- Electronic filing and confirmation
- Availability for follow-up questions after filing
Who This Serves Well:
Business owners who want professional assistance with tax preparation to ensure accuracy and capture available benefits. Particularly helpful if you find tax season stressful or have had concerns about whether your returns are optimized.
Financial Health Assessment
A comprehensive review of your current financial position with observations and considerations for the path ahead. This service includes analysis of cash flow patterns, expense ratios, and profitability metrics. We present findings in accessible language, avoiding unnecessary complexity.
What's Included:
- Thorough review of financial statements and records
- Cash flow pattern analysis and trend identification
- Expense ratio examination and profitability metrics
- Written report highlighting strengths and areas for attention
- Detailed review conversation to discuss findings and priorities
- Recommendations for potential improvements or next steps
Who This Serves Well:
Business owners considering expansion, major investments, or strategic changes who want a clear understanding of their financial position before making decisions. Also valuable for those who feel uncertain about their financial health and want an objective assessment.
Choosing the Right Service
These services can work independently or complement each other. Many clients start with one and add others as their needs evolve. We're happy to discuss which combination makes sense for your situation.
| Consideration | Monthly Bookkeeping | Tax Preparation | Financial Assessment |
|---|---|---|---|
| Frequency | Ongoing monthly | Annual (tax season) | One-time or periodic |
| Primary Focus | Current record accuracy | Compliance and optimization | Strategic insights |
| Time Commitment | Minimal ongoing | Concentrated during prep | Initial intake, then review |
| Delivery | Monthly statements and calls | Completed returns and review | Written report and discussion |
Services That Work Together
While each service stands on its own, there are natural ways they complement each other. For instance, monthly bookkeeping creates the organized records that make tax preparation smoother and more comprehensive. A financial health assessment might reveal areas where ongoing bookkeeping support would be particularly valuable.
We're flexible about how you engage with us. Some clients prefer to start with one service and see how it goes before considering others. Others find it helpful to combine services from the beginning. There's no single right approach—it depends on your situation, priorities, and comfort level.
Common Combinations
- Monthly bookkeeping + annual tax preparation
- Financial assessment followed by bookkeeping setup
- All three services for comprehensive support
Starting Points
- Not sure? Start with a consultation to discuss your needs
- Begin with one service and expand as needed
- Seasonal help is fine—you don't need ongoing support if it doesn't fit
Ready to Discuss Your Needs?
The best way to determine which service or combination makes sense for you is through a conversation. We can learn about your situation, answer your questions, and help you think through what would serve you well. No pressure, no obligations—just a helpful discussion about your financial management needs.