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One Point of contact.
Everything coordinated.
No tax-time surprises.

Bookkeeping, federal tax preparation, ongoing advisory, cash flow reporting, and 1099 compliance - fully integrated under one flat monthly fee. Built for profitable small businesses who are done managing fragmented vendors.

What this retainer actually does

Most small business owners are patching together a bookkeeper, a tax preparer, and maybe an advisor - none of whom talk to each other. You get a return filed once a year and no visibility into your federal position in between. This retainer fixes that.
"Built for the business owner who is operational, profitable, and ready for their financial function to actually work as a system - not a collection of disconnected services."

Flat monthly rate. Confirmed at discovery.

Pricing is based on complexity, transaction volume, entity structure - not a rigid tier. Your rate is confirmed during a discovery call before engagement begins.
All fees are flat monthly rates billed in advance. Mid-year enrollments are prorated to align with the 12 month agreement end date.
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What's Included

Five integrated service areas - maintained by one firm, coordinated throughout the year.

  • Transaction categorization and coding

  • Bank and credit account reconciliation

  • Chart of accounts maintenance

  • Month-end close and ledger review

  • Ongoing coding and classification communication

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Covers categorization and reconciliation only. Bill pay, invoicing, AR management, and payroll are excluded and remain with the client or their provider.

This retainer is built for you if...

  • You're an established small business owner - not a side project, not a startup
  • You're generating between $300K and $10M in annual gross receipts and your federal tax position actually has complexity worth managing
  • You're currently managing bookkeeping and tax preparation through separate vendors with zero coordination between them - and it shows.
  • You're tired of being surprised at tax time because nobody was watching your federal position throughout the year
  • You want one point of contact who understands your full financial picture - someone who spent years on the IRS's side of the table and now works on yours. 

 
Image by Kelly Sikkema

Ready to stop managing disconnected vendors?

Schedule a discovery call to confirm your rate, discuss your structure, and determine whether this retainer is the right fit.  

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