top of page
Happy Piggybank on top of coins for current bookkeeping and tax filing services

Financial Management

Taxes & Bookkeeping

Reliable Bookkeeping & Tax Filing

Staying on top of your taxes and finances can feel like a part time job you never interviewed for. That’s why I’m here to take care of it all for you!

 

Whether you're a small business owner or an individual, I provide bookkeeping and tax filing service that are accurate, organized, and transparent. I will carefully manage your tax records so you stay current and compliant with every box checked.

​

You can count on me to get your numbers right and help you understand what they mean for your growth, stability, and future financial plans.

Bookkeeping Services

A beautiful green abstract background for Bookkeeping services
  • Bookkeeping: Silver Plan

    300$
    Every month
    +$325 Initial Setup
    For Individuals or Small Businesses in California
     
    • Up to three accounts (think checking, savings, credit card)
    • Quarterly reconciliations and financial reports
    • Up to three bookkeeping hours per month
  • Bookkeeping: Gold Plan

    400$
    Every month
    +$450 Onboarding
    For Individuals or Small Businesses in California
     
    • Up to five accounts (think checking, savings, credit card)
    • Monthly reconciliations and financial reports
    • Up to four bookkeeping hours per month
    • Period review and close out
  • Bookkeeping: Platinum Plan

    750$
    Every month
    +$800 Initial Setup
    For Individuals or Small Businesses in California
     
    • Up to eight accounts (think checking, savings, credit card)
    • Weekly reconciliations and financial reports
    • Customized hours and transaction limits
    • Period review and close out
    • Payroll services

Tax Filing Services

A beautiful pink  background for tax filing services

Tax Preparation:
Income Tax Filing

Starting at

$450

For Individuals and Small Businesses in California

  • Includes Federal and California State returns

  • Includes Two-Hour Tax Preparation Intake Session

  • Bonus Customized Tax Organizer

Get Ready to Feel . . .

Lightened financial anxiety and overwhelm.

​Increased confidence with organizational systems to keep you on track.

​Relief and joy that your financial woes are taken care of at last!

11.png

Let's get you one step closer to clean, calm finances. 

Reach out and schedule your free consultation today!

A happy piggybank relaxes on a beach with no financial anxiety
bottom of page