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Accounting and Tax Services for Entrepreneurs

Proactive monthly support, clean filings, and tax strategy designed to help you keep more of what you earn and make decisions with confidence.

Book a quick fit call

No application. No pressure.We’ll quickly confirm fit and next steps.

Who we work best with

You’re a fit if you want your finances handled like a core part of the business, not a once-a-year chore.

Great fit for:

  • Entrepreneurs and business owners who want clean books and clear reporting
  • Founders who want proactive tax planning, not last-minute surprises
  • Teams that value fast communication and consistent execution

Not a fit for:

  • People who want the cheapest possible option
  • Businesses that prefer to stay disorganized and “figure it out later”
  • Anyone looking for a one-time fix with no intention to maintain the system
Book a quick fit call

Tax Optimization + Filing (If bookkeeping is already handled)

 

If you already have bookkeeping handled but want better tax outcomes and clean filings, this keeps your system intact while upgrading your strategy. 

  • Tax planning and optimization strategy
  • Tax preparation and filing
  • Advisory support throughout the year

Best for: Founders with stable bookkeeping who want sharper tax strategy.

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Monthly Accounting + Tax Optimization + Filings (Core Package)

 

This is the flagship service for business owners who want one partner to manage the entire accounting and tax engine: bookkeeping, planning, and filings.

  • Monthly bookkeeping and reconciliations
  • Ongoing strategy and consultations
  • Business and personal tax preparation and filing (as applicable)
  • Year-round planning to keep more of what you earn

Best for: Business owners who want it fully off their plate, done correctly, and kept current.

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Tax Credit Services

 

Tax credits can be valuable, but they have to be handled correctly. We’ll review eligibility, guide documentation, and support filing where appropriate.

  • Eligibility review
  • Documentation guidance
  • Filing support as needed

Best for: Businesses that want to explore credits without guesswork.

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Get the “Top 10 Missed Deductions” PDF

In 3 minutes, you’ll know where most founders quietly overpay and what to keep so deductions actually stick. Simple, practical, and built for business owners who want clean books, fewer surprises, and sharper planning.

Instant delivery. Limited support slots each month. No spam.

Simple process. No drama.

 
01

Quick Fit Call

We learn what you do, what's messy, and what you want to accomplish.



 
02

Clean Up and Build the System

We organize your numbers, clarify reporting, and build a plan you can trust.



 
03

Ongoing Strategy + Execution

Monthly books stay current, strategy stays proactive, and filings get handled on time.

Book a quick fit call

Frequently Asked Questions

A quick conversation to map the smartest next step.

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A quick conversation to map the smartest next step.