It’s time to retire the envelope of receipts.
You deserve authentic insights into your business’s finances from someone who truly supports you.
Is your business serving its ultimate purpose?
Your business finances hold valuable information from how much you can pay yourself to are you charging enough for your services. If your books aren’t up to date and organized, then you can’t make informed decisions in your business. Accurate bookkeeping could be the difference between just surviving and really thriving.
You started your business to serve your community, but also to build a better life for yourself and family. (You know. Income and personal freedom.) Me too. It’s okay, I won’t tell anyone. This is a safe space, and honestly, there’s no shame. I just have one question: do you know if it’s working?
The answer is in your books.
Bookkeeping Services
Are your books a mess? Do your books even exist?
Let professional bookkeeping services ease your stress. I keep your books updated to avoid the year-end panic, create custom reports for your business needs, and keep your tax liability in mind year-round!
Monthly-Seedling
INVESTMENT: starting at $250/month
You’ve got a budding hobby business with steady growth, and you want to nourish it from the start.
- Categorization of all transactions
- Monthly reconciliation of accounts
- Monthly financial reports
- Email support
Monthly-Full Bloom
INVESTMENT: starting at $500/month
You took your small business full-time, and you’re more than ready to grow it from surviving to thriving.
- Categorization of all transactions
- Monthly reconciliation of accounts
- Monthly financial reports
- Receipt management
- Annual 1099 filing
- Tax liability planning
- 1:1 Voxer support
Quarterly-Seasonal
INVESTMENT: starting at $50/month
You’ve got an on-season and an off-season. You need support to keep you ready for each season.
- Categorization of all transactions
- Quarterly reconciliation of accounts
- Quarterly financial reports
- Option to go monthly during your ‘on’ season
Not sure which is right for you? Don’t worry!
Your business is unique, and doesn’t fit into a box.
All new clients start on a 3-month trial period to develop a plan custom to you.
Tax Prep & Strategy
US Income Tax Preparation
It’s time to file, but where do you start?
Right here, of course! We work with individuals, sole proprietors, LLCs, and S-Corps to prepare federal, state, and local returns. Our goal is to maximize your tax savings to keep the most in your pocket!
Quarterly Tax Estimates
Are you a freelancer or contractor? Do you know that a ‘1099 Employee’ is an oxymoron, but don’t know why? We can assist with estimating your quarterly tax payments, keeping you on top of deadlines, and avoiding penalties.
Withholding Check-Up
Did you have a life change this year? Let’s make sure your withholding is properly adjusted for all of life’s fun little twists and turns.
Let’s Grow Together
Answers are my specialty.
When is it time to hire a bookkeeper?
It depends. The time to hire is going to be different for everyone. Here’s a few signs it’s time:
You scream internally when you need to access your bookkeeping.
You’ve been doing it yourself, but you don’t want to.
You don’t have any bookkeeping records in any form at all.
Who do you work with?
Bookkeeping services are available for solo entrepreneurs at all stages of business.
Tax services are available for small business owners and individuals.
Everyone’s needs are different, which is why we start with a discovery call. If our call reveals a conflict, I will happily help you find a better fit!
*At this time, we only work with those living in the United States requiring a US Income Tax Return.
How does pricing work?
Pricing is based on complexity and needs, which is different for everyone! Your journey with us starts on a discovery call, where we will discuss your unique situation.
For bookkeeping clients: After the discovery call, we will propose a 3-month trial plan specific to you. If you accept the trial plan, we’ll work together to make sure the plan fits your needs. After those 3 months, adjustments will be proposed as needed and you’ll have a complete custom monthly bookkeeping plan!
For tax clients: Before your discovery call, I’ll request prior year returns. Having reviewed those, we’ll have our call to determine your needs. A proposal will be sent over and we can get started right away!
How does tax and bookkeeping work together?
I love this question. In most cases, you see your tax preparer once a year to give them one big life update and file your taxes based on what’s already happened. Imagine if your tax preparer was in the loop all year round, and could give you a heads up how that choice will affect your tax liability. You save money, and I don’t have to deal with the soul-crushing job of explaining why you owe more!
That is the benefit of tax and bookkeeping together: communication and someone watching your back all year round!
What makes you different from all the others?
Hi! I’m Heather, serial entrepreneur turned tax preparer. I guess we haven’t met yet, but I’d love to soon! Check out my About Page and then request your discovery call so we can get this friendship started!