Modern business owners deserve Premium, Prompt, Tailor Maid services.

The way we do business today has drastically changed. business owners are now wearing more hats than ever with more complex and dynamic business models. Don’t worry! Working with me will help take some of the load off. I will do the heavy lifting when it comes to organizing your finances.

Bookkeeping Services

Spend more time doing what you love and let me take care of the rest

Monthly Subscription

Starting at $300 – Monthly

Bookkeeping is a crucial component of financial management, as accurate and up-to-date financial records are necessary for making informed business decisions, obtaining financing, and meeting regulatory requirements.

I will do all the heavy lifting by maintaining the accuracy and integrity of your financial data.

  • Manage accounts receivables and accounts payables including tracking invoices and paying bills

    Bi- weekly one on one discussions of business transactions and review financial reports

QuickBooks Set-up

$300 One Time Fee

Have you outgrown spreadsheets and want a more convenient and robust way to do your bookkeeping? Not sure how to set-up your vendors and chart of accounts?

I will define your bookkeeping process, import business data, set up chart of accounts, clients, vendors and employees.

  • Connect your bank and credit card accounts

    Import your data

    Set up sales tax

    Enable and receive payments

    Turn on payroll and add employees

    Customize and send invoices

QuickBooks Clean-Up

Prices depending on the number of months

Are you in-between accountants? Have you gotten behind on your bookkeeping?

I will help you get up to date with a QuickBooks Clean up by conducting a QuickBooks assessment to address backlog data from previous months that may have fallen behind.

  • Full assessment of backlog data and transactions in QuickBooks.

Tax time isn’t doomsday!

Well at least it doesn’t have to feel like it. Tax planning is a yearlong process, but it’s not too late to still prepare and know exactly where you stand for 2023 taxes.

Tax Services

Tax Preparation

No more waiting in long line or stressing about keeping up with a bunch of paperwork. File your taxes now with our easy to follow process.

  • Once you have all necessary documents use the ‘File Now’ link to complete the client intake form. This form is used to collect basic data points to get started.

  • Once your intake form has been accepted you will receive an email within 24 hours to create a client profile. Your client portal will prompt you to sign a client engagement(contract), complete client organizer detailing your tax demographics, attach all necessary documents, and pay your invoice.

    All communication and document sharing will take place in your client portal. For even more connivence you can download the client portal app to have access right at your fingertips.

  • For small businesses, corporations, partnerships.

    *necessary documents for filing include W-2, 1099, profit and loss statement, balance sheet, or excel spreadsheet detailing all business income and expenses.

  • This includes reporting income from various sources, claiming deductions and credits, and ensuring compliance with federal, state, and local tax laws.

    *necessary documents for filing include W-2, 1099, and a valid state issued ID.

Individual Tax Preparation Starting at $150

Tax Planning

Proactive tax planning can help minimize tax liabilities and avoid costly penalties. Book your tax planning call now so there are no surprises come tax filing season.

  • To get started fill out the brief intake form and schedule a consultation. During this time we will discuss your business needs and goals in more detail.

    Once you have been onboarded I will assess your business to formulate a plan of action that will be used as a guide during our engagement.

    We will meet quarterly to strategize your tax liability legally by making informed financial decisions throughout the year.

  • Year-round services to address tax-related concerns, estimate tax payments, income management, investment strategies, and any changes in tax laws that may effect your business beyond the tax deadline.

*Quarterly pricing available

You don’t have to be a one man band!

Let me help you take your business to the next level

If you are concerned if your business is doing well and struggle making key business decision, scaling, and growing your business; these targeted services will help provide insights into the business's financial performance, identify trends and areas for improvement and can be added on to any Bookkeeping subscription at an additional cost.

Targeted Offerings

Payroll

Integrated employee services, including efficient payroll processor, employee benefits, and payroll taxes.

Cost Analysis

Identify areas of unnecessary expenses and recommend cost-cutting measures to improve the company's profitability. Predictions on how much money will be available so that you can scale your business.

State & Local Taxes

Sales tax applies to retail sales of certain tangible personal property and services. Stay in compliance with your sales tax obligations. 

Risk Management

Identify and mitigate financial risks, whether it's related to market fluctuations, cash flow issues, or compliance matters.

Financial Systems & Technology

Educate business owners about financial matters, helping them understand key financial concepts and how to interpret financial reports.

Quarterly Taxes

Pay your estimated taxes on time to ensure a smooth tax year with no penalties.

More Questions?

  • Yes, I require a minimum of 3 month commitment for bookkeeping services. All other services are on a month-to-month basis.

  • No, as long as your business has an accounting software we can work together. However, QuickBooks is preferred and is the primary accounting software used at Carrington & Co.

  • Clients are invoiced on a monthly or quarterly basis. Your preference.

  • Yes, if you are not up to date with your taxes don’t worry, we can take care of any previous year returns for you.

What are you waiting for?

Connect. Build. Grow