Maintain accurate and up-to-date financial records for conscious businesses. Our service includes categorizing transactions, reconciling accounts, reviewing financial statements for errors, and ensuring that all financial information is ready for tax filing and business analysis.
Providing expert tax preparation services designed to ensure compliance, reduce liability, and support financial clarity. These services include accurately preparing and filing tax returns, identifying opportunities for deductions and credits, and ensuring all reporting meets current local, state, and federal regulations.
Offering a suite of high-level financial management tools to help optimize a company’s performance and ultimately encourage growth. These services include analyzing financial data to understand results, developing strategies to solve challenges and crafting short and long term financial plans to increase profitability.
Our premium, concierge-level partnership. For the entrepreneur who wants every detail handled and maximum clarity for scaling with ease.
Includes:
Monthly bookkeeping & reconciliation*
Tax preparation & filing
Financial Forecasting, KPI development
Monthly strategy sessions + ongoing advisory
Annual planning retreat
Priority access & support
Our most popular package. Perfect for the business that’s growing and needs reliable support plus proactive insights.
Includes:
Monthly bookkeeping & reconciliation*
Quarterly tax preparation and filing
Bi-Monthly advisory sessions
Priority email support
For the entrepreneur who needs the essentials done right and wants to move out of financial overwhelm.
Includes:
Monthly bookkeeping & reconciliation*
Monthly Finacial Statements
Quarterly tax preparation
Email support for financial clarity questions
Important Note: Our packages are designed to cover standard bookkeeping, tax, and advisory services. If your business has extended bookkeeping needs—such as creating a high volume of invoices, processing a large number of bills, or managing additional complexity—we may recommend a customized package or adjusted pricing to ensure you receive the level of support your business requires. We’ll always discuss this with you during your Clarity Call so you know exactly what to expect—no surprises.
Our QuickBooks ProAdvisor's are skilled in setting up, cleaning up and maintaining your QuickBooks
Our QuickBooks ProAdvisor's are skilled in setting up, maintaining and processing your payroll
Dr. Lorene Petta, Arizona Center for Neurofeedback

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