Our Process
While loved ones can help with basic data-entry, our team delivers:
- Lender-ready financials
- Clear cash flow insights
- Accurate journal entries
- Payroll, sales tax and tax-prep solutions
If your current helpers can't provide these, partner with us for peace of mind.
You're in Good Company
When asked, most business owners do not know their profit margin or if they are pricing their services and products correctly. Instead, they rely on 'bank balance accounting', 'crystal ball accounting', 'dartboard accounting', or simply hope for the best. Let me assure you, there is a better way through financial advisory and strategic planning.
- Initial Setup: We build tailored books using custom software and industry-specific charts. No unreliable third-party integrations—we manually import data for accuracy.
- Transaction Management: With secure access, we track checking, savings, and credit accounts. You maintain control; we ensure precision.
- Reporting: We deliver custom financials for loans, assets, or taxes, tailored to your business needs.
- Ongoing Monitoring: Weekly, monthly, or quarterly reviews identify savings, reduce taxes, and boost growth.
Tax Filing Services - Sole Prop & S-Corp Only
Our integrated tax advisory and bookkeeping services help minimize liabilities for your company. With year-end financials complete, choose to file taxes yourself, use our trusted advisors, or have us work with your tax professional. The books remain the same regardless who files your taxes.
Financial Planning - Investments & Retirement Planning
Our CFO advisory and bookkeeping services help you grow wealth and plan for retirement. We partner with others to connect you with investment and retirement experts who align with your long-term goals. We'll make the introduction - they take it from there.
Succession Planning - Wills & Trusts
We collaborate with lawyers who specialize in 'what happens next'. They are well-versed in the intricacies of small, family owned businesses. We are happy to make an introduction on your behalf to ensure your loved ones are covered in times of uncertainty.
Coaches & Consultants
Different industries have different needs. We focus on the financials and let the masters of marketing, business development, SEO and social media do their thing. If you opt to engage third-party coaches, we strictly limit platform access to protect your data. This may impact data-sharing, scheduling, and pricing—email us first to discuss as there may be additional fees for extra work caused by outside partners.
Ready to Work With Us?
We’re firm but fair, ensuring your books are accurate and your business thrives. Email us to see how our structured process works for you.
SERVICES & PRICING
Bookkeeping
Monthly Accounting starts at
315.00/mo
Provides detailed financial visibility; cashflow analysis & budgeting
Quarterly Accounting starts at
265.00/mo
Focus is on reviews for lender/vendor needs & tax prep
Semi-Annual Accounting starts at
255.00/mo
Ideal for year-end tax compliance only; minimal tax planning
Consultation - New Client - 1 Hour
150.00/once
This fee credits your first month's bill if you partner with us.
Onboarding Retainer - Existing Books
500.00/non-refundable
All accounts previously managed by others are subject to onboarding retainer. This fee is earned upon receipt and covers the additional time required to review and clean up existing books while ensuring IRS compliance. Non-refundable regardless of engagement length or reason for termination.
Onboarding Retainer - New Books
Varies
For clients with no prior bookkeeping support. Catch-up work for all previous months will be billed at $150 per hour. An upfront deposit equal to the estimated hours will be collected before work begins; any additional hours will be invoiced upon completion. All communication must be in writing. Non-refundable regardless of engagement length or reason for termination.
COMPLIANCE
IRS & Insurance Risk Assessments
On Request
This add-on is for owners who want active guidance to stay fully compliant with both IRS guidelines (tax-side) and basic liability protections (insurance-side). Remember - You pay taxes once a year, but you can be sued three times in the same day. Compliance Support helps you avoid both.
Payroll
includes scheduling of tax payments and report filings. We provide direct deposit only, processed through a proprietary software platform. Clients do not have the ability to self-process. Please note that tax notices are managed & work is billed separately.
Weekly & Bi-Weekly Run (includes OC)
starts at 95.00
Officer Comp Only Quarterly Run
starts at 225.00
Sales Tax
only available to bookkeeping clients; other jurisdictions are not serviced; does not include accounts set-up or annual license fees
COS City / CO State Monthly Report
starts at 75.00
COS City / CO State Quarterly Report
starts at 225.00
ADd-On Services
The following services are not included in the pricing above but can be added to your bookkeeping package.
New Business Set Up
starts at 300.00
Periodic Reports
125.00/ea
GL Audit - Annual
starts at 150.00
WC Audit - Annual
starts at 200.00
1099 Filing - Annual per form
30.00/ea
Tax Notices - Per Hour
175.00/hr
Special Projects - Per Hour
175.00/hr
Tax consultations & year-end filing
We partner with local tax professionals for 1040 Schedule C & S-Corp filings, seamlessly integrating with our bookkeeping services for tax planning year round.
3rd Party Tax Filing - 1040 Sch C (Sole Prop)
starts at 450.00
3rd Party Tax Filing - 1040 1120S (S Corp)
starts at 1200.00
Partner Provided services
Human Resources
Benefits Administration
Full Service Payroll
Income Tax Filing
Financial Planning
Retirement / Investments
Health Insurance
1880 Office Club Pointe, Colorado Springs, Colorado 80920
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