We are not your ordinaryTax Preparation and Bookkeeping Service.We are your partners in success. We start this off with our first meeting.
Being a tax preparation and bookkeeping services firm isn’t just about crunching numbers. It is about going beyond what you expect from your tax professional. It is about being responsive and knowledgeable. Being proactive in tax and business planning to prepare you to meet the challenges ahead.
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We meet to discuss the customers specific needs in detail.
Based on those needs a list of services and costs for those services are provided to the customer for consideration.
Once customer decides to come on-board a bookkeeping agreement is presented detailing the services to be provided, frequency and cost. Any exclusions may also be noted.
Start date of services is determined and the customer is setup in our system.
We have open communication with customers and welcome calls, texts, emails, and office visits. Visiting the customers office is also an option.
Business Management Degree
Certified Public Bookkeeper
IRS Recognized Tax Preparer (AFSP)
Quickbooks Pro Advisor
We price according to the services needed and frequency.
Clients are billed monthly at the beginning of the month.
We do not do hourly rates. We value price.
I worked as a public accountant for a large oil and gas company for 25 years. During the course of that time I prepared my own taxes. From there family and friends started asking me to help them with their taxes. They then started referring their friends and co-workers. At that point I decided to start my business.
After a few years it was becoming difficult to work a full time job and my business so for 3 years I planned my exit strategy from the company I worked for and in 2014 launched my business full time. Soon I was getting small business tax clients and some of those customers had other needs such as for bookkeeping and payroll and it was those clients who got me started in the bookkeeping and payroll side of my business. This allowed them to have all their services to be provided by one company. My company.
So Come Join Our Team.
Individual Tax Preparation and Tax Planning; Budgeting
Small Business Tax Preparation and Tax Planning; Financial Reporting
LLCs, C-Corps, S-Corps, Partnerships
I recently attended an Accounting and Bookkeeping Road Show hosted by Xero, a cloud-based accounting software platform for small and medium-sized businesses.
I was really excited to meet the support team that I speak to so often (I'm new to Xero). The event addressed the functionality of the platform and how to best use it in working with my clients books and managing my business. I learned so much and had fun at the same time.
From this event I took away gems of knowledge and fond realization that I had found the Accounting Software With Everything I Need To Run My Business Beautifully and Serve My Clients Eloquently.
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