Client Accounting Services

When your books and your tax work are handled by the same professional, everything stays consistent, streamlined, and aligned with your overall financial strategy.

As a QuickBooks Certified ProAdvisor and a licensed CPA, Erin brings a level of oversight and technical expertise that goes beyond traditional bookkeeping. She understands how daily transactions connect to year-end results, how small errors can become big problems, and how clean, accurate books set you up for better tax outcomes.

Working with a CPA for your bookkeeping means fewer surprises, stronger financial insight, and a more seamless experience from month to month and year to year.

Below you’ll find detailed service plans and pricing for our year-round tax and accounting support for small businesses and non-profits. Please note that we exclusively use Quickbooks Online for bookkeeping.

Sole Proprietor/Schedule C Business Essentials Plan

From $400 per month includes:

Monthly Bookkeeping & Accounting

  • Monthly or quarterly financial reports

  • Monthly & year-end adjusting journal entries

  • Quickbooks setup and review

Tax Return Filings

  • Schedule C or E and individual income tax return preparation

  • Monthly sales tax return filing, if needed

  • Quarterly tax projection and estimate preparation

  • Preparation & filing of Forms 1099

Support and Communication

  • Quarterly check-in meeting for tax planning

  • Tax notice support

  • Year-round access via email, phone/text, and/or Microsoft Teams for questions

Business Essentials Plan

(for larger businesses filing separate business tax returns)

From $550 per month includes:

Monthly Bookkeeping & Accounting

  • Monthly or quarterly financial reports

  • Monthly & year-end adjusting journal entries

  • Quickbooks setup and review

  • Booking and/or review of payroll from third-party payroll provider

Tax Return Filings

  • Business and individual income tax return preparation

  • Monthly sales tax return filing, if needed

  • Quarterly tax projection and estimate preparation

  • Preparation & filing of Forms 1099

Support and Communication

  • Quarterly check-in meeting for tax planning

  • Tax notice support

  • Year-round access via email, phone/text, and/or Microsoft Teams for questions

Non-Profit Essentials Plan

From $500 per month includes:

Monthly Bookkeeping & Accounting

  • Monthly or quarterly financial reports

  • Monthly & year-end adjusting journal entries

  • Quickbooks setup and review

  • Booking and/or review of payroll from third-party payroll provider

Tax Return Filings

  • Non-profit and individual income tax return preparation

  • Quarterly tax projection and estimate preparation, if necessary

  • Preparation & filing of Forms 1099

Support and Communication

  • Quarterly check-in meeting

  • Tax notice support

  • Year-round access via email, phone/text, and/or Microsoft Teams for questions