Who we are...

Where to start?! We offer many accounting services for individuals and businesses ranging from simple, annual tax returns to becoming your company’s new virtual CFO! We can handle things like your payroll and bookkeeping, and if you want to go further (like identifying long-term and short-term growth goals and creating a plan to work toward them) we can do that too! 

We will take all of your seemingly unrelated finance histories and create an image (kind of like a constellation) that will display an accurate picture of where you are. From there, we help you create a road map to get you where you want to be. Think of us as a trusted consultant or guide, a sherpa, if you will, that is here to guide you up the mountain of financial success. We will be here for you to bounce ideas around and brainstorm. We will also be here to alert you to the tax ramifications of financial decisions, and help you make tough judgment calls. We are in your corner.

If this all sounds good to you, schedule  an EXPLORATION CALL to find out more.

We accept new tax return clients throughout the year. 

Additionally, we also take on a small number of new clients we like to consider our partners in making the world better. These individuals and businesses are usually doing cool things and we like their style! They want to make a difference in the world. They see a need and want to meet it. They are amazing, creative, people that need to focus on running their businesses and following their passions and we help them do that! 

If this sounds like you, we can’t wait to meet you! Book an EXPLORATION CALL with us today so that we can see if we’re a good fit to help you navigate your finances, and hopefully, make your life a little easier.

We’re so glad you asked! Yes! Tax planning, organizational planning, business organization, non-profit and board consulting, non-profit accounting process reviews, and implementation are some of our favorite things! Our main mission is to help individuals and businesses effectively navigate their financial cosmos! We will work closely with you to deeply understand where you’ve been, where you are now, and where you would like to go. We have the tools and processes to aid you in this adventure and will take our time to educate you along the way. 

Ready to achieve your goals? Great! Create a client login with our virtual center. You will receive a client application and we will go from there! 

First things first, book an EXPLORATION CALL with us to discover if we’re a good fit. If all goes well, we are going to be spending time together and talking about important things (like personal and business finances, as well as professional and life goals) so we want to make sure we like and trust each other. 

Once we find out we’re on the same page, we will come up with a plan for how we can best help you. This will most likely include things like setting up an efficient cloud-based accounting solution, taking care of your books (on a weekly, monthly, and/or quarterly basis), and making sure that your business always runs smoothly and stays in compliance. Your plan may or may not include payroll processing, sales tax filings, financial statement preparation, budgeting, cash forecasting, and/or financial planning. If you’re an established business, we will probably run a diagnostic review of your accounting systems and practices. 

We will work with you to design a tailor-made plan that will work for your needs and meet your budget. Sound good?

Our Tax preparation is pretty straightforward. We will ask you to fill out a questionnaire about your earnings and expenses for the tax year. You will log into our secure online portal to upload your documents and information. We will review everything and will probably reach out to ask you some questions and get a good understanding of how your year went down and how to best legally report it to the IRS. We have base set fees for each tax level. If you’re curious about what this will all cost and how we might be able to save you money come tax time, book a Tax Process Q+A. It's a 15-minute call where we will answer all of your questions concerning our tax filing process and give you a quick quote for your personalized plan. 

Abso-freakin-lutely! We are here for you whenever you might need us! Have a simple tax question? We’re here. Need advice on the tax implications of a major life or business decision? We’re here. Want clarification on a government notice or something else that's super confusing? You guessed it - we’re here. If you like this consistency, LET'S CHAT.

Oh yeah, it will! We have crazy strict confidence and privacy policies regarding your affairs. No one (and we mean no one: not your friend, not your granny, not your business associates) will learn about your business or tax status or any other confidential information from us. Wanna know more about how we keep all your stuff so private? SCHEDULE AN EXPLORATION CALL and we’ll tell you all about it.