Expert Business Bookkeeping and Individual Tax Services

We offer a range of services to meet the needs of every client. Have something else in mind? We'd be happy to work with you, contact us.

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Business Bookkeeping

  • Bookkeeping activities will be conducted on behalf of your business to ensure that all financial information is up to date.

    • This includes:

      • Monthly reconciliation of bank and credit card statements up to 100 transactions

      • Income statements (Profit & Loss account)

      • Balance Sheet

  • Bookkeeping activities will be conducted on behalf of your business to ensure that all financial information is up to date.

    • This includes:

      • Monthly reconciliation of bank and credit card statements up to 200 transactions

      • Income statements (Profit & Loss account)

      • Balance Sheet

  • Bookkeeping activities will be conducted on behalf of your business to ensure that all financial information is up to date.

    • This includes:

      • Monthly reconciliation of bank and credit card statements up to 500 transactions

      • Income statements (Profit & Loss account)

      • Balance Sheet

  • Bookkeeping activities will be conducted on behalf of your business to ensure that all financial information is up to date.

    • This includes:

      • Monthly reconciliation of bank and credit card statements up to 1000 transactions

      • Income statements (Profit & Loss account)

      • Balance Sheet

    • Setup

    • Catchup

    • Clean up

    • 1099 Preparation & Filing

    • Analysis & Advisory

    • Payroll

Tax Compliance

    • Starts at $500.

    • Starts at $1,500.

    • Please consult with your Principal.

    • Tax Liability Planning & Advisory

    • IRS Representation

Meet Jeremy

Onboard by 12/31 - guaranteeed 25% off what you paid your CPA last year!

Connect with Purpose

We start by scheduling an initial consultation to understand your specific tax and/or bookkeeping needs.

Collaborate Transparently

You're involved every step of the way. We guide you through securely uploading documents via our client portal.

For bookkeeping, this includes access to your systems; for taxes, prior returns and income details. No surprises—just open communication.

Flexibility

Every client is unique, so we adapt our processes to fit. We set up your accounts in our software, migrate data if needed for bookkeeping, or prepare your tax profile. We remain responsive to any adjustments, ensuring everything aligns with your workflow.

Deliver with Confidence

Once set up, we launch your services. For taxes, this includes preparation and filing guidance; for bookkeeping, ongoing monitoring starts. It's a solution you can trust, backed by our commitment to accuracy and support.