Relationship Accounting
Bundling Services that Wrap Around You and Your Business
“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.
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 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.
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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