Boutique Accounting and Tax Solutions
We help individuals, small businesses, and non-profits navigate their finances with confidence by offering personalized accounting, tax, and CFO services designed to meet your goals.
we help you grow naturally
Who We Service
Small Businesses
We offer a full range of small business services to help you thrive and grow. From strategic business planning and formation to streamlined bookkeeping, payroll, bill payment, and much more, we provide the support you need to stay organized and efficient. We're here to take the stress out of managing your business, so you can focus on what you do best!
Nonprofits
We provide tailored services for nonprofits to help you better pursue your mission with ease. From nonprofit formation and bookkeeping to managing payroll and income taxes, we handle the details so you can focus on making a difference. Our scalable services adapt to your needs as you grow, and our strategic planning ensures your organization stays on track. Let us take care of the behind-the-scenes work so you can continue driving positive impact!
Individuals
We offer personalized services to help individuals manage their finances with ease. Whether it’s tax preparation, financial planning, or budgeting assistance, we provide expert guidance to ensure your financial health is in top shape. We work closely with you to develop strategies that fit your goals, offering peace of mind in everything from income tax filings to wealth planning. Let us take the guesswork out of your finances, so you can focus on what matters most!
Simple Pricing
Custom Solutions
Ideal for Small Businesses
- Includes subscription access to Xero accounting software, Hubdoc document management software, password management through Lastpass, monthend reconciliation, quarterly reporting and business consultation/advice, customized portal, schedule C income tax preparation for sole proprietors and single-member LLC’s.
Ideal for Nonprofits
- Includes subscription access to Xero accounting software, Hubdoc document management software, password management through Lastpass, monthend reconciliation, quarterly reporting and business consultation/advice, customized portal.
- Income tax preparation assistance will be based on the charity’s activities, structure and types of income.
Ideal for Individuals
- Includes subscription access to Xero accounting software, Hubdoc document management software, password management through Lastpass, monthend reconciliation, quarterly reporting via our customized reporting portal, personal income tax preparation.
- Income tax preparation assistance will be based on the charity’s activities, structure and types of income.
WHY HIRE US?
Services customized to your needs Simple technology solutions Budget friendly customized services We don’t put you in a box Professionals you can trust
DON'T DO IT ALONE
Our Process
STEP 1
Formal Kick-Off
Meeting to Discover Goals
We make onboarding with us a breeze! During this initial meeting, we'll outline your accounting needs, review our services, and set key milestones. This step ensures we tailor our approach to your goals for a smooth and effective partnership. Just as no person is the same, no business is the same—our services are customized to meet your unique needs.
STEP 2
Present the Quote
This detailed estimate outlines the scope of services, associated costs, and timelines, providing a clear overview of what you can expect. Our goal is to ensure transparency and align with your budget and project requirements. Additionally, the service providers we use are thoroughly evaluated to ensure that your data is in the hands of companies that prioritize security.
STEP 3
Set Up &
Configuration
We partner with you to ensure the success of your business. Whether you’re starting fresh or need assistance with complex setup processes like forming an LLC or obtaining EIN numbers, we’re here to help. If you’re in a pickle—whether it’s with books, income taxes, or business operating challenges—we specialize in crafting and executing solutions. By working one step at a time, we find that just about anything can be accomplished.
HEAR WHAT OTHERS HAVE TO SAY
Our Testimonials
