online bookkeeping & tax services for business
A Partnership You’ll Never Want to Leave
you should know
Updating & Organizing Quickbooks Isn’t Enough
When every account is synced to Xero or Quickbooks and automatically organized & updated, it’s easy to feel like you’re ready for tax season.
But, we see small businesses duplicating categories and failing to enter expenses into the appropriate category and they don’t even realize it. The most common problem we see, though? Small businesses are misclassifying employees and contractors and getting slapped with legal consequences– because, like we said, updating and organizing your books isn’t enough.
That’s why we’re guiding your tax journey
with precision and care
Which is just a fancy way of saying: we’re letting nothing slip through the cracks. Proper categorization? Done. Have a million questions? Answered. Wanna save more money? Watch your bank account climb. Need to track your profit vs. loss properly? Prepare to be mindblown.
Tailored Tax Strategies for Every Client
*Please note, we specialize in the solopreneur making a minimum of $40k profit each year
Tax Planning and Prep
Ideal for solopreneurs
Setting up your business properly is essential for a smooth tax season. With this tax advisory service, we help you with:
+ Quarterly bookkeeping review
+ Estimated tax payment analysis & coaching
+ Annual personal & business income tax preparation
+ Business income tax planning & strategy
+ Annual tax return review meeting
+ Access to a dedicated tax account manager
Starting at $250/month
quarterly full service
starting at $400/month
Perfect for the business owner who wants a small business tax guide in their corner quarterly. You’ll save hours working on the backend and know your money is fueling tangible success in your business (and dare we say, your personal life too.) With a focus on giving you the most profitable tax season yet, our quarterly bookkeeping lessens your load with:
+ Quarterly bookkeeping in QuickBooks Online
+ Financial reports package delivered quarterly
+ Estimated tax payment analysis & coaching
+ Annual W2 and 1099 Filings
+ Annual personal & business income tax preparation
+ Annual tax return review meeting
+ Business income tax planning & strategy
+ Email & text access to a dedicated account manager
Monthly full service
Starting at $650/month
Do you have a growing business that needs monthly bookkeeping? We’re on it. Our expert team will handle your financial needs, from tracking expenses to preparing tax returns. With our monthly bookkeeping services, you can focus on growing your business while we focus on:
+ Monthly bookkeeping in QuickBooks Online
+ Financial reports package delivered monthly
+ Estimated tax payment analysis & coaching
+ Annual W2 and 1099 Filings
+Annual personal & business income tax preparation
+ Annual tax return review meeting
+ Business income tax planning & strategy
+ Email & text access to a dedicated account manager
Optional Add-ons:
+ Payroll
+ Sales tax filings
+ Regularly scheduled meetings
+ Business Coaching
a la carte services
if you're ready to work with us but don't want the long term commitment, check out these additional services
60 min paid consult
Starting at $297
+ 60 min Zoom Call
+ 1:1 access to a certified public accountant and/or Enrolled Agent for questions about strategy, bookkeeping, investments, savings, etc.
+ This is a pick-your-brain session so don't be afraid to ask questions
Tax prep
Starting at $275 (without a business) or $750 (with a business)
+ Preparation and filing of federal and state taxes
+ A consult call to review your return and ask any lingering questions
Add-ons:
+ S-Corp analysis and filing
+ Advanced tax planning
Desi’s VIP clean-up
Starting at $2,400
+ Three days
+ 2-4 accountants
+ 12 months of bookkeeping in QBO
Add-ons:
+ A thorough pricing strategy
+ Team salary analysis
Still not sure where to start?
We will review your needs and find the package that works best for you and your business
client love notes
Own your own accounting biz?
Tax coaching
Are you a bookkeeper or tax professional with an established business but wanna grow more? With a tax coach, we’ll help you scale your company, give you insider info to help you avoid costly mistakes, and make streamlining your business a heck of a lot easier.
“I’ve been using Desi for 3 years and she is AMAZING. Her organization, professionalism, and business advice help me run my photography business successfully. Along with her doing my taxes, having her for book keeping has been a LIFESAVER. As someone who has two careers, I truly couldn’t do both without her. Hire her for all your needs, she won’t disappoint, and always does a phenomenal job!”
- Kaitlyn
Press play to hear
What clients are saying
Notes from our clients
Certifications
We stay up to date on payroll software and accounting software, like our go-to Gusto and Quickbooks
Do you need a business tax preparation service?
Well, that’s for you to decide. But we can help you figure out the best decision for your business. Here’s how to know when you should hire a tax professional:
+ You’re stunned at the amount you owe the IRS
+ You want to write off certain expenses, but you’re not sure it “counts”
+ You’re not up to date on tax laws for the current year
+ You’re not sure how much to pay in quarterly taxes (or if you should even pay them)
+ You let Quickbooks/Xero automatically categorize your transactions without checking them
+ You don’t know your profit & loss each month
+ You don’t pay yourself or don’t know how to pay yourself
…if that’s you, then we need to chat.
Informed decisions
but better
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