Our Services
Welcome to our financial service hub, where simplifying your money matters is our top priority. Let's navigate your financial journey together with easy-to-understand advice and support tailored just for you.
Full Service Bookkeeping, Tax Prep & Consultation
$1,200-4,800 per year (billed monthly)
We handle everything from daily bookkeeping to year-end tax preparation, so you can focus on running your business. Whether you're just getting started or growing fast, we’ll keep your finances organized, accurate, and stress-free.
Quickbooks Setup & Training Only
$197 (payable when scheduling appointment)
We’ll get your QuickBooks account up and running the right way—from setting up your chart of accounts to customizing invoices and connecting bank feeds. Then, we’ll walk you through how to use it with personalized, step-by-step training so you feel confident managing your books on your own.
Tax Planning & Prep Only
$350 per year
Stay ahead of tax season with expert planning and personalized prep. We’ll help you minimize liabilities, maximize deductions, and file with confidence—so there are no surprises, just smart savings.
Nonprofit Registration & Consultation
$197 (payable when scheduling appointment)
Starting a nonprofit? We’ll guide you through the entire registration process—from preparing and filing your IRS 501(c)(3) application to registering your organization with the State of North Carolina. We handle the paperwork and compliance details so you can focus on your mission.
Interested in a zoom class on individual or business taxes, accounting or Quickbooks for a group of 5 or more people? Contact us for more details and discounted pricing!
Bookkeeping Services Only
$600 per year (billed monthly)
Keep your finances organized and up to date with reliable, hassle-free bookkeeping. We track your income and expenses, manage your records, and give you clear insights to make confident business decisions.
Business Registration & Consultation
$197 (payable when scheduling appointment)
Starting a for-profit business in North Carolina? We make it easy. From choosing the right business structure (LLC, corporation, etc.) to filing formation documents with the state and securing your EIN, we handle the details so you can focus on launching your business.