From tax returns to high-touch financial accounting, I offer nonprofits, businesses and families a wide range of accounting services. I base my business around professional expertise, fair pricing and exceptional service.
No contracts are required and services can be stopped at any time. Our meetings can be held at your home or place of business or via video or phone calls so that they are convenient for you. My work hours are whenever you need me, whether that’s days, nights or weekends. Finally, I never charge for our first consultation, so call me and let’s talk about your money and how to make the most of it.
learn more about my service packages below
Business Packages
Not all small businesses need a Chief Financial Officer or even a full-time accountant or bookkeeper, but this doesn’t mean you can’t be strategic about your revenue or that you have to spend hours of your time struggling with it by yourself. My small business services help you to be more intentional in your financial decisions by setting attainable goals, putting those plans into action and determining the most beneficial use of your profits.
Basic business tax return – starts at $645
Premium Tax Return Plus Package
For small businesses who need that extra bit of assistance with ongoing financial needs, this package gives you everything you need and nothing you don’t at a price that fits your budget.
Tax Planning + Preparation
Monthly Financial Statements
IRS Representation
STARTS AT $325 per month
Elite High Touch Package
For businesses who are looking for a full service financial consultant, this package will help you stay on track and give you the freedom to focus on what you do best.
Tax Planning + Preparation
Monthly Financial Statements
IRS Representation
Cash Flow Projections
Business Financial Strategy Planning + Implementation
125 hours of Business Consulting + Administrative Services
STARTS AT $595 per MONTH
Non-Profit Packages
Perhaps more than any other kind of organization, nonprofits have to be strategic and smart about how they acquire and manage their funding. Answering to donors, board members and community members about your nonprofit’s financial situation can be overwhelming - especially when you are busy trying to put your organization’s mission into action. I have over a decade of experience working with nonprofits, large and small. Having a partner to help you present your financials to stakeholders while getting more strategic about how to raise and use future funds can help your nonprofit grow while letting you get back to the important work you are passionate about.
BASIC NON-profit TAX RETURN – STARTS AT $495
Premium Tax Return Plus Package
For non-profits who need that extra bit of assistance with ongoing financial needs, this package gives you everything you need and nothing you don’t at a price that fits your budget.
Tax Return Preparation
Quarterly Financial Planning
Cash Flow Planning + Analysis
STARTS AT $275 per month
Premium Tax Return Plus Package
For non-profits who are looking for a full service financial consultant, this package will help you stay on track and give you the freedom to focus on what you do best.
Tax Return Preparation
Quarterly Financial Planning
Cash Flow Planning + Analysis
Federal + State Nonprofit Compliance
Fiscal Sponsorship
125 hours Annual Consulting, Financial + Tax Services
STARTS AT $495 per month
Individual & Family Packages
The health of your family’s finances can determine so many things beyond your bank account balance: the ability for your kids to go to college debt-free, the age you can comfortably retire, updates and repairs you can make to your home and even family vacations you enjoy together. My services for individuals and families help you identify your financial goals, then create a plan that you can stick to, while providing guidance along the way. I don’t sell any financial products - I am not commission based. My mission is purely to help you feel more confident about your finances, so you can attain those important life goals. So if you’re ready to tackle all those nagging questions you have about your money and what you should be doing with it, please give me a call.
basic tax return – STARTS AT $325
Premium Tax Return Plus Package
For individuals and families who need that extra bit of assistance with ongoing financial needs, this package gives you everything you need and nothing you don’t at a price that fits your budget.
Tax Planning + Preparation
Retirement + College Education Planning
Semi-Annual Budget vs Actual Results
STARTS AT $125 per month
Premium Tax Return Plus Package
For individuals and families who are looking for a full service financial consultant, this package will help you stay on track and give you the freedom to get back to what you enjoy most in life.
Tax Planning + Preparation
Retirement + College Education Planning
Semi-Annual Budget vs Actual Results
Personal Information Management
Liability Insurance + Risk Management
Financial Education + Coaching for Family Members
125 hours Personal Financial Services
STARTS AT $395 per month
let’s get started
Your first consultation is always complimentary, so please reach out and let’s have a conversation about your financial needs and what packages are a
good fit for you.