What we do
Everything your books need.
Nothing you don't.
Flat-rate pricing. No surprises. A real person you can call.
01
Monthly Bookkeeping
Books closed on a consistent monthly schedule — not when we get around to it, not when you remind us. Every month, same week, without fail.
Alongside the close, every plan includes a scheduled advisory call where we walk through what the numbers mean and what you should actually do about it. Frequency and length scale with your plan — from a quarterly check-in on our entry plan to a monthly deep-dive on our premium plans. Not a report dump — a real conversation about your business.
Monthly Close
Transaction categorization, reconciliation, and financial statements delivered on schedule every month.
Advisory Call
A scheduled call to walk through what your numbers mean and what to do next — from a quarterly check-in on our entry plan to a monthly deep-dive on premium plans. Included with every plan.
Year-Round Support
Questions between closes? We're here. Response time and channel vary by plan — email support on our entry plan, priority email & phone or same-day access on higher tiers.
02
Financial Dashboards
Live visibility into your P&L, balance sheet, and cash flow — delivered after every monthly close, on every plan.
Most bookkeepers hand you a PDF at month-end and disappear. We give you a living dashboard that updates as your books close, so you know where you stand without waiting for a report.
Designed for founders, not CFOs. If you can read a scorecard, you can read this.
03
Tax Preparation
Individual and business returns prepared with precision. Secure document intake, e-filing, and your completed return in your client vault — always.
We handle sole proprietors, S-corps, partnerships, and individuals. If your return is complex, good — that's exactly what we're here for.
Secure Document Intake
Upload everything to your private client vault. No emailing sensitive documents.
Business Returns
S-corps, partnerships, sole proprietors, LLCs — we prepare all entity types.
Individual Returns
Personal tax returns for business owners, including Schedule C and all related schedules.
E-Filing & Vault Delivery
Returns are e-filed and dropped into your client vault the moment they're complete.
04
Tax Representation
IRS correspondence and representation handled on your behalf. You don't fight that battle alone.
If you've received a notice, have unfiled years, or are facing an audit — we step in. We communicate with the IRS directly so you don't have to spend your working hours navigating government bureaucracy.
✦ Included in Radiant-tier tax plans. Available as an add-on for other tiers — ask during your consultation.
✉
IRS Notices
We handle CP notices, balance due letters, and other IRS correspondence on your behalf.
◎
Audit Support
Representation through IRS correspondence audits and office exams. You don't walk in alone.
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Unfiled Returns
Years of unfiled returns resolved cleanly and properly, without the panic of facing it yourself.
Pricing
Flat-rate. No surprises.
We don't bill by the hour or tack on fees when your books are complicated. You get a flat monthly rate scoped to your business — and it doesn't change unless your business does.
Pricing is quoted after your free consultation, once we understand the volume and complexity of your books. We're not a fit for everyone — and we'll tell you that upfront if we're not.
Every proposal presents three tailored options — Glow, Gleam, and Radiant — built around the scope and complexity of your engagement. We walk you through each one so you can choose with confidence, not guesswork.
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