Bookkeeping and Tax Support for Self-Employed People Who Need Real Help — Not More Confusion

 If you’re tired of trying to “figure it out” alone, I’m here to make your finances less stressful — whether you're behind, busy, or just hate spreadsheets.

 Start with a Free Discovery Call

 Every New Client Starts with a Free 15–20 Minute Discovery Call

 Before we talk money or commit to services, we’ll talk about your needs, goals, and any confusion you’re facing. You’ll get a clear recommendation — no pressure, no jargon, and no billing clock.

You’ll walk away with clarity, and if you’re ready to move forward, I’ll walk you through next steps.


SERVICES — Organized by Client Journey

Stage 1: Get Clarity

Business Consults & Strategy Sessions

Quick Consult (20 min): $50

  • Full Consult (45–60 min): $125

  • Add-On: Written Summary – $50

  • Best For: New freelancers, overwhelmed DIYers, or anyone asking “Where do I even start?”
    Topics covered: Deductions, LLC vs. S Corp, quarterly taxes, recordkeeping, pricing strategy

Stage 2: Clean Up & Catch Up

 Year-End Cleanup & Catch-Up

Fix old records, categorize transactions, and reconcile your books.

  • One year: $300–500

  • Multiple years: $500–900+

  • Includes reconciliations, correction of old entries, and cleanup reports

Back Tax Filing

Missed filing a year (or three)? I’ve got you.

  • Prior-year 1040/Schedule C or 1120-S returns: $150–250 per year

  • IRS notice resolution (e.g., CP2000): $75–150

  • Multi-year bundles available

Stage 3: File & Stay Compliant

 Tax Preparation

  • Schedule C (Freelancers, Sole Props): $250–400

  • 1120-S (S Corps): $400–600+

  • Includes e-file, summary reports, and coordination with bookkeeping

Self-Employment & 1099 Tax Help

  • Estimated quarterly tax calculation: $100/quarter

  • 1099 review and reconciliation

  • Write-off guidance and tax planning session

Stage 4: Ongoing Support

Monthly Bookkeeping

  • Basic (1–2 accounts): $150/month

  • Standard (3+ accounts): $200–250/month

  • Complex: $300+/month 

    • Includes: Monthly categorization, reconciliations, and reports

  • Optional check-in or consult add-ons

Stage 5: Advanced Systems & Growth

S Corporation Support

  • Payroll setup (e.g., Gusto)

  • State registration guidance

  • Reasonable salary consulting

  • S-Corp reimbursement workflows

  • 1120-S filing coordination

 Payroll Accounting & GL Reconciliation

  • Post or correct missing payroll journal entries

  • Reconcile salary, tax, and benefit accounts

  • Resolve prior-year classification issues

ERP & Accounting System Transitions

  • QuickBooks → NetSuite or other systems

  • GL mapping + trial balance reconciliation

  • Accrual method conversion

  • Training for non-accountants

 Add-On Services (Available Anytime)

QuickBooks/Wave setup or cleanup

Custom Excel or Google Sheets templates

Sales tax filing (North Carolina)

Budget vs actual reporting

Microsoft Access setup for audit traceability

High-volume reconciliation projects