CPA-led bookkeeping and tax support from a Phoenix-based firm.

You do not need to be local to work with me. I am based in Phoenix and serve clients virtually across the U.S. with current books, clearer cash visibility, tax-ready records, and owner-level explanations.

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Monthly Bookkeeping

Starting at $300/month

Clean, tax-ready books every month so you always know where your business stands.

  • Done-for-you monthly bookkeeping, so the entries are handled for you
  • Monthly bank and credit card reconciliation, so the balances match
  • Tax-ready financial statements, prepared monthly
  • A simple monthly summary of where the business stands
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Monthly Premium

$2,500–$4,000/month

Bookkeeping, tax planning, tax compliance, and ongoing financial guidance in one monthly relationship.

  • Tax compliance: one federal and one state tax return
  • A monthly CEO Financial Brief written for the owner
  • A 13-week cash flow forecast, so you can see cash ahead
  • A quarterly tax strategy review
  • A live monthly financial review call
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Standalone Tax Preparation

Individuals: Starting at $1,500

Businesses: Starting at $3,000

Done-for-you tax preparation, filed on a date we set with you.

  • Done-for-you preparation and filing
  • Federal return plus one state return
  • Secure, easy document upload
  • Filed by your scheduled date when your information arrives by the agreed deadline
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Final monthly price depends on business complexity and level of support. Before quoting, I review the condition of your books, number of entities, activity level, and support needs. Entities, accounts, returns, states, reporting, and review frequency are agreed in the engagement. Additional entities or returns and historical cleanup are scoped separately. Accounts payable and accounts receivable services are not included.