What kinds of businesses do you work with?+
Small businesses across a range of industries — if you're not sure whether you're a fit, reach out and we'll figure it out together.
What's the difference between a bookkeeper and a CPA?+
A bookkeeper maintains your day-to-day records. A CPA can do that too, and also prepare your tax return, represent you if needed, and advise on bigger financial decisions. As a CPA, I handle both under one roof, so your books and your taxes are never disconnected from each other.
How much do your services cost?+
Pricing depends on your transaction volume and the scope of what you need — most clients fall into the Starter, Essentials or Growth tier above. Every engagement starts with a free consultation so you get a clear number before committing to anything.
How does the free consultation work?+
It's a 30-minute call, no cost, no obligation. We'll talk through your business, your current setup, and I'll give you an honest read on whether — and where — I can help.
My books are behind. Can you help catch them up?+
Yes. If your books need real cleanup before ongoing monthly work can start, I'll scope that separately as a one-time project, with a clear estimate upfront, so there are no surprises once we begin.
Is my financial data secure?+
I use secure, read-only access to connect your bank and accounting software — nothing is ever shared by email or paper file. As a licensed CPA, I'm also bound by professional confidentiality standards around how your information is handled.
Why work with a CPA instead of just a tax preparer or software?+
Tax software and seasonal preparers file what already happened — a CPA helps you plan ahead of it. That means proactively identifying deductions and credits you may be missing, choosing the right entity structure for how your business actually operates, timing income and expenses strategically, and catching issues months before a filing deadline instead of during one. A CPA license also means ongoing education requirements and professional accountability that unlicensed preparers aren't held to.
What kind of tax planning and deductions do you help with?+
Common areas include entity structuring (LLC vs. S-Corp elections and the tax tradeoffs of each), retirement contribution strategies, home office and vehicle deductions, depreciation on equipment or property, quarterly estimated tax planning to avoid penalties, and identifying industry-specific credits many owners don't realize they qualify for. The goal is to handle this throughout the year — not scramble for deductions after the fact.
