Business Accounting & Tax Services
From foundational monthly bookkeeping to strategic fractional accounting, plus annual business tax returns — we work with service-based businesses in the Seattle area at every stage of growth.
Two Levels of Service
We offer two distinct levels of ongoing engagement, plus annual tax returns.
Monthly Bookkeeping
For businesses that need their books kept clean, current, and reconciled. Reliable monthly close, clear reporting, no scramble at year-end.
Starting at $450/month.
See pricing belowStrategic Fractional Accounting
For growing businesses ready for an embedded financial partner. Monthly close plus mid-month strategy sessions and systems design.
Starting at $3,000/month.
Learn moreYear-End Business Tax Returns
Partnerships, S-Corps, and C-Corps. Streamlined when your books are current.
See pricing below.
See pricing belowWho We Serve
Small businesses with straightforward operations and growth potential, from sole proprietors to partnerships and S-corps.
Ideal Clients
- Professional services (consulting, legal, medical)
- Digital agencies and marketing firms
- Contractors and skilled trades
- Small retail with simple inventory
Scope Considerations
Our packages fit businesses with light fixed assets and simple inventory. Complex manufacturing, heavy equipment, or intricate multi-location operations may require custom scoping to ensure proper service delivery.
We’ll confirm scope during your call.
What You Get
Monthly Close
Timely financials with clean reconciliations and clear performance reporting.
AP/AR Management
Assistance with payables/receivables to improve cash flow and collections.
Cash Flow Visibility
Track where cash is moving with trend reporting that's actually useful — not just historical compliance reporting.
Owner Tax Planning
Owner compensation strategy and quarterly planning touchpoints.
Year-End Tax Prep
Business tax returns, coordinated with your books and timelines.
SLAs & Communication
Response Times
Emails within 1 business day
Monthly Reporting
Management reports delivered by the 15th of the following month.
What We Need From You
- Bank/credit statements by month-end
- Receipt documentation for expenses
- Prompt responses to clarification requests
Regular Check-ins
Cadence depends on your engagement level — from annual planning reviews on foundational bookkeeping, to monthly strategy sessions on our fractional accounting tier.
Transparent Pricing
We bill hourly and every engagement is unique. The amounts below are typical starting points for common scopes and are provided to help you understand what’s common. Your final fee will reflect the actual time and scope involved.
Monthly Bookkeeping
Essentials
Suited for smaller service businesses on cash basis. Typically includes up to 2 bank/credit accounts (≈150 transactions/month), monthly close, and basic financials for visibility and compliance.
Standard
For growing service firms. Commonly covers up to 4 accounts (≈400 transactions), AP/AR assistance, class/location tracking as needed, monthly close, and a KPI snapshot for decision-making.
Growth
Best for higher volume or multi-entity/class reporting. Often includes light inventory or job/service profitability reporting and controller-level check-ins for tighter financial management.
Strategic Fractional Accounting
Monthly close plus mid-month strategy sessions, systems design, and an embedded partner in your monthly rhythm. For growth-stage service businesses.
Annual Business Tax
Partnership (1065) or S-Corp (1120-S)
Typical for firms with organized books.
C-Corp (1120)
Streamlined filings when books are current.
Setup & Cleanup
QuickBooks Online Setup or Cleanup
Scope-based projects to establish a clean chart, connect accounts, and remediate historical data for reliable reporting.
Onboarding File Review
What we check during initial setup to ensure accurate and efficient service.
Chart of Accounts Setup
Proper structure tailored to your industry and reporting needs.
Historical Data Review
Analyze prior periods and remediate as needed for clean reporting.
Workflow Documentation
Define processes for ongoing transaction management.
Ready to Get Started?
Book a call or sign up in our client portal to begin.