Our

Services

We love helping online service-based business owners, just like you! There are many nuances to running an online business that more traditional accounting firms don't always understand.

We're here to guide you through the financial side of running your business, without making you feel like an idiot in the process. Our years of experience working with online and creative business owners gives us a deeper understanding of how to make your business financials clean and scalable.

Tax Preparation and Planning

If you live online as much as I do, you’ll be happy to know that location is no longer a requirement for tax preparation.

 

We work 100% online with our clients so you can stay in your pajamas and have a trusted advisor in your midst to slay your tax giants.

 

Self-service tax products are popular, but the moment you get stuck and a wave of panic and frustration washes over you, you’ll want someone in your corner who knows your situation and can advise you personally.

 

 

Accounting and Taxes are a deeply personal experience and you deserve personalized treatment – not a cookie cutter experience.

 

 

 

 

Tax Strategy Sessions

 

This is a 90 minute video session to evaluate the previous year and current year income and taxes. Determine proper tax status, estimated quarterly tax payments, and tax saving strategies for the current and future years. Run various tax scenarios for the current and future year.

Great for:

  • New or established business owners who have been self-preparing their taxes
  • Pre-planning for big changes in your life that may affect taxes (ex: buying or selling a home, changing jobs, going full time in your business).
  • Establishing how much to be saving and paying in quarterly taxes
  • Business owners unsure if they should change entities (LLC, S-corp, etc.)

 

What you get:

  • A video recording of the entire 90 minute session
  • A written report
  • Estimated Quarterly Tax Vouchers if any are needed
  • Peace of mind, knowing you’re on track and ready for tax season ahead of time

QBO & WAVE Consulting

Looking for some guidance with bookkeeping software and how on earth to track things now that you're in business? We will run a full analysis of your current systems, needs, and goals to design your perfect money system. No more questioning how much you've made or where the money is going.

If you already use bookkeeping software but it drives you nuts because you're not Bill Gates and don’t have a background in nerdom, consider me your personal numbers tutor. I’ll teach you how to use your software too. Sometimes all you need is someone to hold your hand, slap your butt, and tell you you’re awesome so you stop running from numbers and start embracing them. 

Full Service Packages

As your business grows, so do the demands on your time. Allow us to take over the bookkeeping work and tax preparation to leave you with more time to do things you love and are passionate about.

All our monthly service packages include:

+ A Team of dedicated professionals by your side

+ Quickbooks Online Subscription

+ Monthly Bookkeeping

+ Monthly Review Meetings

+ Quarterly Tax Planning

+ Annual Tax Preparation

Monthly Full Service Packages Starting at $250/mo and up

We offer these services to Sole Proprietors, Partnerships, LLC's, and S-corporations.

Frequently Asked Questions

What sort of businesses do you help?

We specialize in doing taxes for online, service-based businesses. If you offer products with your services, that's great (we do too)!

We also help handmade-product businesses (like Etsy shops).

If you run a brick and mortar business, click here to locate a local CPA.

 

Do you offer free consults?

We offer paid 30 minute Discovery calls. These calls allow for undivided attention from Melissa so you can get your initial questions answered and walk away with an action plan for your business or taxes. If you choose to work further with us the price of this initial call is added as a credit to your next invoice.

Where are you located?

Our team is based out of California, Colorado, and Oregon! We work 100% online so all our clients must be able to communicate online and handle online software. This includes being able to upload & download documents. It's not hard, we promise! 🙂

I need a bookkeeper, can you do my bookkeeping?

Possibly! We keep our monthly bookkeeping client list small by design. As much as we'd like to help everyone, we limit ourselves to ensure all our clients get the attention they deserve. We have an application process if you are interested. Otherwise, we are happy to send you referrals to amazing bookkeepers!

Our bookkeeping services are not stand-alone services. They are integrated with our tax packages.

    My books are a mess! Do you do clean-up work?

    We are happy to offer referrals to amazing bookkeepers who do clean-up work but we do not offer those services.

    If you are interested in working with us for tax reasons, we ask that you have your books professionally brought up to date before we dig into your records. 

    I can't afford a bookkeeper quite yet, can you tell me what to do?

    Yes! If you're a DIYer and you'd like to get an official handle on your business finances this year and all that goes with it, Melissa will be rolling out a brand new program for DIY business owners this summer!

    She'll teach, guide, and answer questions (monthly) for members of the program so they can do their books the correct way. The goal is to have no surprises at tax time!

    Can you handle my sales taxes for me?

    We offer guidance, general education, and referrals to SALT (sales and location tax) professionals but we do not offer any Sales Tax services with our bookkeeping and tax packages.

      Can you help me set up my S-corporation?

      If you run a service-based, online business, we can help you! S-corps are awesome!

      We have an evaluation process to ensure your business is ready for incorporation. Once this has been determined, we offer a set-up package to help you get through the entire process.

      This is NOT a hand-it-over, “do it for you” service. We expect anyone taking on the responsibilities of an S-corp to be a part of the process so they can learn as they go. Participation is a requirement for this service. We do this intentionally to save you money, time, and frustration down the road.

      Incorporating your business is a very serious commitment. We strongly encourage you to educate yourself on the basics of S-corp ownership so you're not caught off guard with all the paperwork, fees, bookkeeping & reporting, plus extra tax obligations a S-corp comprises.

        I'm brand new to business, can you help me figure things out?

        We are happy to offer ‘start-up consults' to business newbies. The best way to receive help will be to join Melissa's DIY program this summer. She'll teach, guide, and answer questions (monthly) for members of the program so they can do their books the correct way. The goal is to have no surprises at tax time!

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