Service Packages


  • Full-service Bookkeeping (up to 50 transactions/mo)
  • Account Reconciliation (2 bank/credit card accounts)
  • Monthly Management Report
  • Full Xero Subscription
  • Estimated Tax Payments
  • Individual Income Tax Preparation
  • Annual Meeting
  • Limited Phone/Email Consulting


  • Full Freelance Package PLUS:
  • Proactive Tax Planning using Tax Savings Strategies
  • Increased Level of Phone/Email Consulting
  • End and Mid-year Meetings

Proactive Business

  • Full Novice Package PLUS:
  • A/P (Bill Pay) *for up to 25 bills per month
  • Full Client Subscription
  • Corporate Income Tax Filing
  • Unlimited Phone/Email Consulting

We also offer Payroll Services, Personal and Corporate Income Tax Services, and Cloud Workflow Consulting.

We strive to deliver the best experience you’ve ever had in working with an accountant.   We are experts in business tax strategies that, if overlooked, can waste thousands in tax dollars.