Welcome to Your Financial Support
When it comes to managing your finances, whether personal or business-related, having the right support can make all the difference. I’m here to offer tailored services designed to meet your unique needs, whether you’re looking for help with taxes, bookkeeping, or strategic financial planning. Each service I provide is rooted in transparency and practicality. Whether you're just starting out on your financial journey or need advanced business consulting, I'm ready to help. Below, you’ll find a range of services that can be customized to fit your situation. Let’s get started on building the financial future you deserve.
All Services will be fully quoted before work begins.
Discovery Call
FREE
30 minute call to discuss your needs, how I can help, and some quick advice to point you in the right direction.
Individual Taxes
$150 flat fee + $75 for each additional form (e.g., Schedule C, D, E, F, etc.)
These rates are competitive with self-service sites like TurboTax, and are likely to get you a bigger tax return with less work.
Business Taxes
$400 flat fee + added cost for complex returns
Whether you operate as a partnership or a corporation, I can help you manage the intricacies of entity taxes, ensuring your business remains compliant and optimized for growth.
Bookkeeping
$300/month + added cost for multiple accounts
Accurate and timely bookkeeping services keep your business running smoothly. Focus on what you do best, and leave the numbers to me.
Personal Financial Coaching
$75/hr
This can include setting up a budget, finding extra income, lowering expenses, projecting tax obligations, and so much more.
Business Consulting & Fractional CFO Services
$150/hour OR $500/month (includes bookkeeping)
Strategic planning, goal-setting, expense reduction, tax mitigation, and profitability analysis.