Relationship Accounting
You built a six-figure business. Your accounting should match.
If you’re leading a service-based business past $250k in revenue, you don’t need someone to just file your taxes once a year— you need a partner who understands what it takes to grow, protect, and pass on what you’ve built.
Relationship Accounting is our answer: bookkeeping, tax planning/advisory, and tax compliance, working together year-round, built for women who are done outgrowing their accountant every few years.
Who this is for?
Built for owners who’ve outgrown “just get it filed”
You’ve moved past the stage where a once-a-year tax preparer is enough. Maybe you’re:
Bringing in $250k and want a tax strategy that keeps pace with your growth, not last year’s numbers
Tired of handing off your books to someone new every tax season
Ready for a financial partner who understands the realities of running a woman-owned service business — the reinvestment decisions, the cash flow swings, the long game of building generational wealth
If that’s you, you’re exactly who we built this for.
Bundled Services
Relationship Accounting means your bookkeeping and your tax strategy are never working in isolation.
The same consultant who reconciles your books in June, is the one who built your tax plan, and will file your taxes in March because those things were never meant to be separate conversations.
You’ll always know exactly what you owe, when, and why— and exactly what you’re doing about it. Not “minimize your taxes.” Our goal is to help you pay exactly what you owe, no more, no less. And build the plan that keeps more of what you’ve earned working for you and your family.
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For individuals, freelancers, and newer service based businesses building their financial systems for the first time.
Monthly Bookkeeping Write-Up
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)
Email support and mid year check in
*add ons/ customization available
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For established service based businesses ready to move from reactive to proactive — quarterly insight into your numbers and a tax plan that evolves with you.
Live Monthly Bookkeeping
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)
Email and phone support & 4 (Quarterly) Zoom/In Person Business Updates in April, June, October, December
*add ons/ customization available
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Our most comprehensive partnership, built for women-owned businesses generating six-figure-plus revenue who want a dedicated advisor in their corner every month, not just at tax time.
Live Daily Bookkeeping
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)
Email, phone, and in person support & 12 (Monthly) Business Updates
Includes proactive entity structure review as your revenue grows.
*add ons/ customization available
“We helped our client restructure their entity and save $20k while helping them to maintain compliance and avoid the pitfalls of S election.”
Wealth Takes Planning. Let’s Plan Together
Book a consultation and let’s talk about what a real financial partnership looks like for your business.