Chase the Lark.
We'll Handle the Ledger.
Expert Bookkeeping
We keep your books organized, accurate, and up to date — so you always know where you stand and can make smart decisions with confidence.
Business Advisory
Running a business comes with big questions — we help you think through the financial side, set goals, and build a plan that fits your vision.
Tax Preparation
From solo entrepreneurs to small business owners, we handle your taxes with care, accuracy, and plenty of explanation — no surprise bills or confusing lingo.
New Business Setup & Support
Just getting started? We’ll help you lay a solid financial foundation — from choosing the right entity to setting up your books the right way from day one.
Ongoing Tax Support
Taxes aren’t just once a year. We’re here year-round to answer questions, plan ahead, and help you feel prepared (and maybe even a little relieved).
Catch-Up & Cleanup Work
Behind on your books or taxes? Don’t stress — we’ve seen it all, and we’re here to help you get caught up and back on track without the guilt trip.
Who We Serve
Small Business Owners
Contractors
Attorneys
Estates and Trusts
Franchise Owners
Investors
YOU!
We're Here To Help
Every business is different — and so is our approach.
We don’t do one-size-fits-all. Let’s talk about where you are, what you need, and how we can build the right support for you.
Essential
Bookkeeping and tax services to get you organized, on track, and confidently in control.
Services include:
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Monthly bookkeeping, reconciliations, & financial statements
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Tax return preparation
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Estimated Tax - Safe Harbor
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Access to Client Portal
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Quarterly call to review financial statements
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Year-round access to professionals
Elevate
Professional support to streamline your systems and elevate how you work.
Services include:
Essential package +
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monthly analysis of financial statements
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Annual budget drafting and consultation
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Estimated Taxes - calculated on actual activity
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Assistance with IRS Notices (for years engaged)
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Access to CPA Office Hours
Executive
A strategic advisor relationship to help you plan ahead, think big, and stay future-focused.
Services include:
Elevate package +
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Annual profit projections
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Budget variance analysis
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Define and measure KPIs
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Annual accounting strategy call
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Annual tax planning call
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VIP access to CPA office hours (guaranteed spot)