Planning conversations
Regularly scheduled conversations to discuss your pressing concerns or issues.
What we do
Planning and coaching come first. Bookkeeping, payroll, tax strategy, and training follow, based on your business needs.
Business planning & coaching
A sounding board for your goals, plans, and decisions that set the stage for success.
Owner coaching
Coaching with Sarah. Same person, every conversation.
Trusted confidant
When the responsibilities pile up and it feels like no one else gets it, Sarah does. She’s there for you every step of the way.
Bookkeeping & payroll
Clean, current books and payroll done with care, including cleanup when necessary, building a foundation so you can plan ahead with confidence.
Accurate books
Categorizing, reconciliations, and monthly reports you can use to run the business and make smart decisions.
Cleanups
If the books are behind, we bring them current and keep them there.
Payroll
Setup and ongoing payroll so your team is paid correctly and the records stay ready for tax time.
Advisory
We don’t just look back at what happened. We use your numbers to help you make decisions about what comes next.
Tax strategy & preparation
Year-round strategy from an Enrolled Agent, with preparation when you need it, grounded in your books and how the business runs.
Tax strategy
Estimated taxes, entity questions, and timing decisions grounded in how your business runs.
Tax preparation
Because Sarah knows your books, your returns and quarterly estimates are accurate from the start.
Training & guidance
Learn the parts you want to handle yourself!
Owner & staff training
We teach you and your staff:
- QuickBooks Online setup and maintenance
- Categorizing transactions and reconciling accounts
- Reading your reports to make smart decisions
- Running payroll correctly
Ongoing guidance
Sarah stays with you after training:
- Answers when questions come up between meetings
- Regular reviews of your reports and numbers
- Check-ins to keep new habits on track
- Support that adjusts as the business changes
Starting points
We don’t publish a package menu. After a discovery chat, Sarah names a flat fee for the work. You’ll know the number before you start.
Not a fit if
If you only need a once-a-year return, or bookkeeping with no advisory, we’re not the right match. Sarah is not currently taking new IRS representation work.