Stay organized, accurate, and audit-ready all year.
We offer flexible, tiered bookkeeping packages tailored to your needs—from basic monthly reconciliations to full-service management with reporting, payroll integration, and coaching.

Key Features:

Transaction categorization and custom reporting

Monthly reconciliations for bank and credit cards

Inventory tracking and A/P or A/R review

Indiana DOR payment processing included in higher tiers

QuickBooks Online subscription included in select plans

Pricing: Starts around $250/month depending on volume, complexity, and service level.

You focus on your team—we’ll handle the checks and compliance.
We offer payroll support from basic filings to full-service plans with direct deposit, portals, and reporting—customized for your schedule and employee count.

Service Options:

Quarterly or monthly payroll tax filings

Stub and report generation (you cut checks)

Full-service payroll with direct deposit and W-2s

Employee portal access for pay stubs and tax forms

Weekly or semi-monthly payroll plans available

Pricing: Filing-only plans start at $165/quarter; full-service from $150-500/month

Personal and business tax filing—done right.
We handle tax returns for individuals, families, and small businesses with a focus on accuracy, compliance, and smart tax-saving strategies.

Tax Return Support

Individual returns starting at $175 (avg. $250–$600)

Business returns starting at $450 (avg. $600–$1,200)

Extensions and amended returns available

3-year prior return review recommended for new clients

IRS/state notice response billed separately if needed

Pricing: Based on return type, documentation quality, and complexity

Real answers. No fluff.
We offer practical guidance—whether you're launching a new business, restructuring, or simply need clear answers on your next financial move.

Common Needs:

Entity formation and registration support

FinCEN BOI compliance filings

IRS or state correspondence assistance

Tax planning and long-term strategy sessions

Financial coaching tailor to your goals

Pricing: New business packages start at $695; consulting billed at $225-$295/hour