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.
Monthly Bookkeeping
Starting at $650
We don’t just reconcile your accounts—we build a bookkeeping system that supports tax strategy, cash flow planning, and smart CEO decisions. You’ll know exactly what’s going on in your business every month, not just at tax time.
Tax Preparation (Business + Personal)
Starting at $1,100
Yes, we file tax returns. But we do it with a tax strategist’s mindset. That means digging deep, catching opportunities others miss, and making sure every number tells the full story. We file a limited number of returns each year so our clients get the attention they deserve.
Tax Strategy & Advisory
Starting at $5,000 or $450/month
This isn’t surface-level advice or a “one-size-fits-all” spreadsheet. Our tax strategy clients get a hands-on, personalized roadmap designed to minimize taxes, optimize entity structure, and build long-term wealth. Includes quarterly tax estimate reviews, ongoing support, and implementation tools.
Mentorship & Coaching for Tax Pros + Bookkeepers
Group sessions starting at $600
Whether you're pivoting into advisory or scaling a bookkeeping firm, our mentorship programs help you build systems, pricing, and service offers that work for real business owners. We offer 6- and 9-month private and group coaching options.
Still not sure where to start?
That’s normal. Most people come to us because they’re tired of feeling in the dark about money and taxes. Schedule a discovery call and let’s figure out which service fits where you are right now—and where you’re trying to go.
“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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