We specialize in helping individuals and families regain control of their financial by repairing and improving their credit scores.
Identify and flag errors, duplicates, and uncategorized items
Minor chart of accounts adjustments
End-of-year summary report to prep for taxes
3 User Access
Full clean-up of all 12 months
Up to 2,500 transactions
Bank & credit card reconciliations
Fixing misclassifications
Chart of accounts cleanup
Vendor & customer list review
Final reports: P&L, Balance Sheet, General Ledger
3 User Access
Federal Tax Return (Form 1040)
State Tax Return
Electronic Filing (E-file)
IRS-Compliant Documentation
Year-Round Support for Tax Questions
Income Reporting (W-2, 1099, Interest, Dividends, etc.)
Deductions & Credits Optimization
Schedules A, B, C, D, E, SE, and K-1 as needed
Capital Gains & Investment Income
Self-Employment & Small Business Income
Rental Property Income
Depreciation Calculations
3 User Access
Up to 250 transactions per month
Bank & credit card reconciliation (up to 4 accounts)
Income, expense, and payroll categorization
Full financial reporting (P&L, Balance Sheet, Cash Flow)
Sales tax reporting & reminders
Priority email + chat support
Monthly consultation (30 minutes)
3 User Access
Above-250 transactions per month
Reconciliation of multiple bank & credit card accounts
Advanced financial reporting (custom dashboards, monthly insights)
Full payroll entry and adjustments
Detailed accounts payable & receivable management
Sales tax filing support
Monthly performance review call (up to 1 hour)
Priority support
3 User Access
We denounce with righteous indignation and dislike men who are so beguiled and demoralized.