Work With Me

Are you ready to make big things happen?

I pretty much want to be your best friend, in the least creepy way.

Ready to rock your money game and get your financial house in order? You’ve got options. Check out my various service levels to meet your needs and woo your budget.

Ways to Work With Me

Tax Preparation and Advising

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. I’m 100% online with my 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 like a bad spray tan, you’ll want someone in your corner who knows your situation and can advise you personally. Taxes are a deeply personal experience and you deserve personalized treatment – not a cookie cutter experience.

Types of Returns Prepared (Not an exhaustive list):

  • 1040 Federal Personal Returns Plus All State income tax returns
    • Schedule C Sole Proprietors
    • Ministers
    • Rental Properties
    • K-1 Income
  • 1065 Federal Partnership Returns Plus all State Income Tax Returns
  • California Sales Tax Returns

Consulting and Training

Looking for some guidance with software or need help figuring out how the heck to plan for taxes now that you're in business? Book some time with me and we'll make sense of the questions spinning in your head. 

Clean Up Sessions

Clean-up session are one off consulting sessions for users of Wave Accounting or Quickbooks online to get your systems cleaned up and back on track. Click here to learn more

Ongoing Bookkeeping

If you already use bookkeeping software but it drives you nuts because you're not Bill Gates and don’t have a background in nerddom, 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. Seriously. It’s time to hug it out. 

We've got packages that will keep things running smoothe so you can focus on the client work you love and we'll take care of the day to day number crunching. Check out the package options below and schedule a 15 minute chat to see which option is best for you.

DIY Support Plan

Quarterly Service
  • For those who comfortable doing the day to day bookkeeping (or are already working with one) But want Quarterly Support and Tax planning to make sure you are on the right track.
  • Email Q&A Support
  • Quarterly Meeting to review books
  • Tax Planning

Financial Friend Support

Monthly Bookkeeping Service
  • When you're ready to outsource the bookkeeping.
  • Income and Expense Tracking
  • Monthly Reconciliation
  • Monthly Reports
  • Quickbooks Subscriptions included

Best Financial Friend Plan

Monthly Service
  • This is the full service experience including bookkeeping, tax planning, and those little things that constantly trip you up.
  • Income and Expense Tracking
  • Monthly Reconciliation
  • Bi-Weekly Reporting
  • Tax Advising

Get Started Today

Let's do this!

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