OUR SERVICES
WE KNOW EVERY CLIENT’S FINANCIAL JOURNEY LOOKS DIFFERENT.
Whether you’re an entrepreneur, a nonprofit leader, or running a growing business, you’ll find the support you need to move forward with confidence.
FOUNDATIONS PACKAGE
Starting at $500 a month
For small businesses that need reliable bookkeeping and peace of mind over day-to-day finances: • Core bookkeeping & reconciliations • Business tax preparation and filing
IMPACT PACKAGE
Starting at $1,000 a month
• Core bookkeeping & reconciliations
• Quarterly financial reports (with insights)
• Business tax preparation & filing
• Strategic tax session (annual)
• Quarterly tax coaching with estimated payments
• Quarterly business advisory plan with actionable steps towards your business objectives
LEGACY PACKAGE
Starting at $2,400 a month
• Core bookkeeping & reconciliations
• Monthly financial reports (includes cash flow optimization & KPI tracking)
• Business tax preparation & filing
• Strategic tax session (annual)
• Quarterly tax coaching with estimated payments
• Monthly business advisory plan with actionable steps towards your business objectives
• 1099 & W2 filing & compliance
• Assistance with auditors
• IRS representation & advocacy
NON-PROFIT GROWTH ADVISORY
Add on to any existing package starting at $750 a month – Special pricing!
• Grant request drafting & submission support • Research & identification of funding opportunities
• Fundraising strategy development (campaigns, donor engagement, sponsorships)
• Networking & introductions to potential partners and funders
• Strategic sessions on governance, growth, and long-term sustainability
• Actionable growth plan tailored to your mission
NEED A CUSTOMIZED PLAN?
Your needs come first!
We know every business and nonprofit is unique—and sometimes a bundle isn’t the right fit. If cost is a concern, or if you need something more tailored, we’d love to hear from you. Contact us and together we’ll find a solution.
WHO WE SERVE
WHY CHOOSE US?
I’m all about making your finances feel clear, simple, and supportive—not overwhelming.
10+ years of CPA expertise in small to mid-sized business and nonprofit accounting Flexible, contract-based services—no heavy overhead of a full-time hire Tailored strategies that grow with you and your mission Community-focused—we believe in giving back through pro bono services and nonprofit partnerships
