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.

A person in business attire reading a newspaper titled 'Business' with charts, financial data, and headlines, including a mention of an IMF warning about a global crisis, while wearing a colorful wristwatch.
A young man in a gray suit walking outside a modern building while looking at his phone and carrying a black bag.
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Two women sitting at a table reviewing and writing on documents, both wearing white polka dot shirts. One woman is holding a pen, and there are piles of papers on the table.
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Prices shown are a baseline. Every business has different levels of complexity and needs. Final quotes will be sent to you in an engagement letter after consulting with your Principal.

Bookkeeping for Small Businesses

  • 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 400 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 600 transactions

      • Income statements (Profit & Loss account)

      • Balance Sheet

    • Setup

    • Catchup

    • Clean up

    • 1099 Preparation & Filing

    • Analysis & Advisory

    • Payroll

Tax Compliance

    • Starts at $500

    • Price increases due to complexity.

    • We offer a guaranteed 20% discount to your prior year cost at a different CPA firm.

      For Example: Paid $1,100 for last year at different CPA firm. We guarantee our price at a 20% discount meaning we will charge $880.

    • Starts at $1,500.

    • We offer a guaranteed 20% discount to your prior year cost at a different CPA firm.

    • Please consult with your Principal.

    • Tax Liability Planning & Advisory

    • IRS Representation

Meet Jeremy

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.