Relationship-based accounting and tax practice with affordable rates for the average family, entrepreneur, free-lancer, minister, small business, church or 501(c)(3) organization.
Service + Value
Services Offered
bookkeeping
Recording financial transactions using your current or our recommended accounting software tailored to your needs. This also includes bank account reconciliations, secure digital record keeping, and recommendations for procedures and controls.
payroll
Calculation and payment of wages and taxes withheld for employees. We will set up and maintain your payroll records and provide end of year wage and tax statements.
business consulting
We pride ourselves on understanding the big picture of business, not just the details and numbers but what they all represent. We can help you with business processes and workflow, implementing and integrating tools and hacks to make your business easier to manage with less stress and hassle.
financial reporting
As an add-on service to bookkeeping, we provide you monthly profit & loss, balance sheet, and cash flow statements. We walk you through every line to help you understand the financial health and activity of your business. Every pricing level receives year-end financial statements.
tax preparation and filing
We can take care of all your dreaded tax filing obligations whether for your business or your personal taxes. We not only do the filing for you but help you plan and prepare for your future tax payments or withholding. This includes payroll taxes, sales tax, state and federal income tax, and franchise & excise tax. Whatever your context, we got you covered.
financial coaching
We have a heart for business owners, non-profits, ministers, and families who operate without margin or a plan which adds unwanted stress and imbalance to daily life. Let us coach you to financial security and life with margin that fosters saving, giving, and building wealth.
