Primary Engagements
Fixed-Fee Annual Engagements
Our fixed monthly fee model eliminates the "large unknown bill on tax day." You get up-to-date financials for real-time business planning, reduced tax prep costs because your financials are already clean, and predictable cash flow management year-round.
Business Tax Engagement
- ✓ Quarterly Tax Consulting & Planning
- ✓ Quarterly Tax Estimates
- ✓ Annual Business Income Tax Prep
- ✓ Annual Individual Income Tax Prep
- — Monthly Bookkeeping & Reconciliation
- — Annual Year-End Closing of Books
- — Monthly Fractional CFO Consulting
Business Advisory & Tax Plus
- ✓ Quarterly Tax Consulting & Planning
- ✓ Quarterly Tax Estimates
- ✓ Annual Business Income Tax Prep
- ✓ Annual Individual Income Tax Prep
- ✓ Monthly Bookkeeping & Reconciliation
- ✓ Annual Year-End Closing of Books
- ✓ Monthly Fractional CFO Consulting
What We Do
Explore Our Services
Each service is available as part of a fixed-fee engagement or on a stand-alone basis. Click to learn more about how each service works.
Business Tax Preparation
1120, 1120S, and 1065 returns for C-Corps, S-Corps, and Partnerships. Federal & state filing included.
Learn MoreIndividual Tax Preparation
Form 1040 with Schedule C, E, and K-1 expertise. Designed for business owners and rental property investors.
Learn MoreBookkeeping & Reconciliation
CPA-level transactional reconciliation, fraud detection, and financial statement preparation — not just bank syncing.
Learn MoreTax Planning & Consulting
Proactive quarterly strategy sessions, entity selection advice, estimated tax calculations, and retirement planning.
Learn MoreFractional CFO Advisory
KPI tracking, cash flow forecasting, financial modeling, and strategic advisory for growth-minded businesses.
Learn MoreMilitary Discounts
10% Active Duty · 5% Veterans · $0 extension fee for deployed service members.
Claim Discount
The CPA Bookkeeping Advantage
Why Hire a CPA for Bookkeeping?
I charge $125/hr — more than the average bookkeeper. But I'm a CPA with a Master's degree, and I work significantly faster. What takes a typical bookkeeper hours takes me a fraction of the time. Here's why that matters:
Real Reconciliation
"Syncing" your bank account to software is not bookkeeping. Banks and software make mistakes — unnoticed fraud, missing details, payment discrepancies. I reconcile at the transactional level to catch every error.
Fraud Detection
Automated bank feeds won't flag suspicious transactions. A CPA reviewing your books every month will. Early detection saves businesses thousands in losses and potential legal issues.
Tax-Ready Books
Clean, accurate, timely bookkeeping at the transactional level leads to superior tax strategies. When I prepare your taxes, I don't have to spend hours untangling messy books — that saves you money.
Faster by Design
My CPA training and 15+ years of experience mean I process transactions and identify issues far faster than a generalist bookkeeper. You're not paying for my time — you're paying for my speed and expertise.
À La Carte
Stand-Alone Service Rates
Not ready for a full annual engagement? These services are available individually. However, clients on a fixed-fee engagement receive the best value and most proactive service.
| Service | Rate | Details |
|---|---|---|
| Business Income Tax Prep | $350/hr (2 hr minimum) |
1120 C-Corps, 1120S S-Corps, 1065 Partnerships. Includes Federal & one State return. $65/additional state. |
| Individual Income Tax Prep | $250/hr (2 hr minimum) |
Form 1040. Includes Federal & one State return. $65/additional state. |
| Consulting & Tax Planning | $300/hr | Proactive tax strategy, entity selection, estimated tax planning, and business consulting. |
| Bookkeeping | $125/hr (4 hr minimum) |
Full transactional reconciliation, bank statement matching, and financial statement preparation. |
Military discounts apply: 10% Active Duty | 5% Veterans. Contact us to learn more →