services

Tax Preparation Services

We will review your financial information and prepare your taxes. This service includes unlimited email support and detailed explanation of the tax returns prepared.

We complete the following forms:

  • Form 1040 - Individual

  • Form 1065 - Partnership

  • Form 1120-S - S-Corps

  • Form 990 - Non-profit

Click the link below to book a discovery call.

Small business accounting and finance

We will work with you to gain an understanding of your business model and financial goals to prepare your financials, payroll and coordinate tax strategy.

This service can include all the following, depending on the needs of your business:

  • Recording and categorization of transactions*

  • Reconciling cash to bank account(s)*

  • Corporate & personal tax preparation*

  • Year round tax planning*

  • Unlimited email and phone support

  • Preparation of annual 1099 forms *

  • Payroll administration via Gusto

*These services will be done in QuickBooks Online and subscription charges will apply

Click the link below to book a discovery call.

Live Group Coaching

Join me and other members to access nuggets of financial wisdom, monthly Q&A sessions, trainings and more. Videos will remain accessible to members for later viewing.

If you’re looking to hear me share tips and strategies related to accounting, budgeting, and planning, you are a perfect fit for our Make It Make Cents group. Members on the live call will also be able to participate in the question-and-answer period.

Click the link below to start your membership today.

1:1 Coaching

Get a personalized plan and regular check-ins to help you reach your goals.

If you’re looking for a detailed plan of action for your business’s financial health, completely tailored to your specific needs, 1:1 financial wellness coaching might be the right step for you. Book a free discovery call today and we can get you headed in the right direction.

Click the link below to book a discovery call.

consulting CFO package

I will work with you to personalize a plan for your business as well as help you to implement the plan and have scheduled check-ins with you to help you reach your goals.

If you’re looking for a detailed, tailored plan of action for your business’s financial health, as well as a professional to help you implement it, you will find our Consulting CFO Package to be just what you need. Book a free discovery call today and let me take care of the rest!

Click the link below to book a discovery call.