Your books, taxes, and payroll — handled by people who actually reply to emails.
A modern back office for freelancers, e-commerce sellers, small businesses, and individuals. Four services, one team, zero jargon.
Pick your lane. We'll take it from there.
Different clients, different problems. Choose your profile — we'll show the exact playbook we run.
Quarterly taxes without the panic spiral.
We separate business from personal, catch every deductible mile and home-office dollar, and file your quarterlies on time — automatically.
See the full playbook"They found $6,400 in deductions my last preparer missed. Two months in."
Everything under one roof. No handoffs.
Monthly bookkeeping
- Categorized transactions in QuickBooks or Xero
- Bank + card reconciliation, closed by day 5
- P&L, balance sheet, cash flow — every month
Payroll processing
- Direct deposit, W-2s, and 1099s handled
- Multi-state payroll tax filings included
- Runs inside QuickBooks or your preferred payroll platform
Sales tax filing
- Multi-state nexus tracking & alerts
- Automated collection reconciliation
- On-time filings, every jurisdiction
Income tax preparation
- Federal + state personal returns (1040)
- Business returns (1120, 1120-S, 1065)
- Year-round planning, not just April
See what we'd save you.
Move the sliders. The number updates live. No form, no email, no catch.
Estimates. Actual figures depend on entity type, deductions, and state.
Onboarded in a week. Autopilot after that.
Book a call
Free 20-min intro. We map your setup and quote a flat monthly rate.
We set up your books
Connect banks, ingest history, migrate software. Onboarding takes 5-7 days.
Monthly reporting
Books closed by the 5th. You get plain-English financials, not a spreadsheet dump.
Tax season, handled
Every return prepped, reviewed, and e-filed. No shoeboxes. No April scramble.
Real clients. Real receipts.
"Found deductions from two prior years my last preparer missed."
"Books close on the 5th, every month. My last bookkeeper needed three weeks."
"They flagged sales-tax nexus in three states we didn't know we'd triggered."
The receipts.
"Found $8,400 in missed deductions from my last two years' returns. Paid for their services 5x over in month one."
"Books close on the 5th, every month. My previous bookkeeper needed 3 weeks and 12 follow-up emails."
"They flagged sales-tax nexus in three states we didn't know we'd triggered. Saved us from a nasty audit."
Flat monthly rates. No hourly billing.
Tax prep is a flat fee based on return complexity. Every tier includes a senior reviewer.
- Up to 100 transactions/mo
- Monthly financials
- Quarterly check-ins
- 1099 filings
- Up to 500 transactions/mo
- Sales tax filings
- Payroll (up to 10 EEs)
- Business tax prep
- Unlimited transactions
- Multi-entity consolidation
- Advisory calls monthly
- CFO-lite reporting
Answers, in plain English.
We work in QuickBooks Online or Xero — whichever you're already on. If you're on spreadsheets, we'll migrate you as part of onboarding.
Yes — we serve clients across all 50 states plus DC. We maintain state registrations where required for sales tax and payroll.
5–7 days. We connect your bank feeds and software, catch up any behind books, and hand you a clean opening balance. You'll have a dedicated bookkeeper and a senior reviewer on your account.
Send it over — we'll help you understand it and put together a response. Support with notices tied to returns we prepared is included.
We do catch-up bookkeeping and back-year returns all the time. Fixed-fee quote after a 20-minute review of what's outstanding.
Bank-level encryption in transit and at rest. Two-factor everywhere. We share documents through a secure exchange — never plain email.
Yes. Multi-state nexus tracking, automatic collection reconciliation from Shopify/Amazon/Etsy, and filings in every jurisdiction where you're registered.
That's exactly how we prefer to work. One team, one review, one plan for the year. You'll never wonder if the two sides talked to each other.
Stop dreading April. Start today.
Book a free consultation. If we're not the right fit, we'll tell you who is.