“It is unnerving to try to find someone you can trust to handle the sensitive financial aspect of your business or personal finances. When I was looking for a new bookkeeper, not only did Jazmyne have all the credentials I was looking for but she was also the most responsive candidate. It is so easy to schedule a call with her and touch base via email. After months of working with Jazmyne, I am still impressed by her knowledge, professionalism and also her ability to make a personal connection. Whenever I have a friend who is curious about how I outsource the books for my business, I say, ‘I have a great bookkeeper, if you need a recommendation!’”
Bundled Services
Relationship accounting shifts the focus from the deliverable and places you and your business at the center of the engagement. Your finances tell a detailed story about the journey you and your business have taken together since you took the first step in formation. Unlimited access to a tax consultant that knows your business your mission, your goals, and is available to answer the questions that matter most changes the trajectory of your business. In partnership with your bookkeeper and financial advisor that understands your business inside and out, offering timely insights based on data-driven decisions, we will expertly guide you through the constantly evolving landscape of tax law updates. You don’t have to be afraid to ask the wrong question or even worse that your business will fall through the cracks.
We provide a streamlined, efficient way to ensure your financial health is managed with consistent expertise and personalized attention because wealth takes planning.
To provide this high level of service to our limited number of bundled clients we no longer accept bookkeeping engagements.
Review our standard plans that serve as the foundation for customization to fit your unique business needs and budget.
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For individuals, freelancers, and startups
Review of your Financial Statements (Profit and Loss, Balance Sheet, Statement of Cash Flows, Aging A/R & A/P, etc) in the middle of the year
Tax Projection for your entity and individual situation to estimate your current and annual tax liability based on real data
Tax Plan to identify tax strategies to help you legally reduce your tax liability
Annual Tax Filing for your business (simple 1040 w/ Schedule C)
Limited email support (one email per month) & 1 Mid year Business Update in June/July
Investment Starting at $275/mo 20% off
*add ons/ customization available
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For small businesses that are ready to scale
Review of your Financial Statements (Profit and Loss, Balance Sheet, Statement of Cash Flows, Aging A/R & A/P, etc) each quarter April, June, October, December
Tax Projection for your entity and individual situation to estimate your current and annual tax liability based on real data
Tax Plan to identify tax strategies to help you legally reduce your tax liability
Annual Tax Filing for your business (1120S)
Limited email support (five emails per month) & 4 (Quarterly) Business Updates in April, June, October, December
Investment Starting at $375/mo 22% off
*add ons/ customization available
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For small businesses that have expanded
Review of your Financial Statements (Profit and Loss, Balance Sheet, Statement of Cash Flows, Aging A/R & A/P, etc) each month
Tax Projection for your entity and individual situation to estimate your current and annual tax liability based on real data updated monthly
Tax Plan to identify tax strategies to help you legally reduce your tax liability updated monthly
Annual Tax Filing for your business and family (1120S and 1040)
Unlimited email and phone support & 12 (Monthly) Business Updates
Investment Starting at $700/mo 25% off
*add ons/ customization available