Services
We offer bookkeeping & tax services to small business owners so they can get back to what they do best: running their successful businesses and living their best life!
Tracking finances can be an overwhelming and tedious task, and takes up time that would be better spent helping your business or your family grow!
If you’re a small business owner, we're here to take some of the weight off your shoulders and give you one less thing to worry about. We want to see you succeed. Even better, we want you to see your success (or areas in need of improvement) on paper each month! How’s that for motivation? You have spent so much time and energy getting to this point, the last thing you should be doing is tracking finances at the end of a long day.
We also offer payroll service, for those who want to be extra hands-off. We'll even file your sales tax and/or payroll taxes for you, if you'd like.
Stop putting off your bookkeeping for a rainy day or even the end of the year. Let us help keep you on track.
Reach out to us to setup your free consultation where we'll learn more about your business, and share ways we can help.
We also now offer a DIY Bookkeeping Starter Kit.
This is a multi-session collaboration where we teach business owners how to do their own bookkeeping! This is great for the hands-on business owners who need a little extra confidence.
Not a business owner?
That's ok! We also offer Individual & Family Income Tax Returns every year during tax season. From the end of January to the end of March, we offer Form 1040 (Individual & Family Income Tax Returns) and optional state returns from our office in Winchester. We do this remotely, so we can even accommodate folks who live out of town or out of state! Give us a call or send us an email and we'd be happy to give you a quote on you or your family's specific tax situation.
How it works:
For businesses: Contact us and let us know you'd like to schedule a consultation. You'll either speak with Lacey, or our Business Coordinator, Mary. We'll have you fill out an intake form, and then we'll schedule your complimentary consultation to meet with Lacey and the team member who will be working on your account.
After the consultation, we'll give you a quote based on your specific needs. If you approve of the scope of work and the quote, we'll start the paperwork and schedule our kickoff date to get started!
For individuals/families: Contact us and let us know you're needing your taxes filed. We'll ask some follow-up questions to make sure we understand your needs. Then, we'll give you a quote for our tax prep fee. If you approve of the scope of work and the quote, we'll tell you how and where to send your tax documents to us so we can get started (depending on whether you're local or not)!
