Who we help Record

Three kinds of clients. Three different calendars.

A freelancer, a company with payroll and an online store each have different obligations and different urgencies.

Note All three share the same rule: flag it before it's due and explain it in plain English.

Who we help

Where is your business today?

Each type of client comes with a different concern. Pick yours to see what we solve and which services we use.

Type of client 01

Freelancers, corner shops, repair shops and new businesses just getting set up.

We work with: Freelancers and independent contractors who get 1099s
Corner shops, repair shops and neighborhood businesses
New businesses just getting set up
Anyone with an EIN who isn't sure what to do with it
We solve: Knowing which entity setup makes sense
Quarterly estimated taxes kept current
Sending invoices on your own
Catching up on months of unfiled returns
Understanding what you owe and why
Setting up the business from scratch

Type of client 02

Businesses with employees, plenty of transactions every day and a bank that's starting to ask for financial statements.

We work with: Companies with employees on payroll
Businesses applying for a bank loan or line of credit
Companies bidding on contracts
Businesses switching accountants
We solve: Payroll and payroll taxes handled on time
Full bookkeeping and monthly close
Financial statements for the bank
Annual business tax return
A review of the entity setup
A monthly profit and loss report

Type of client 03

Online stores, digital services and anyone billing clients overseas.

We work with: Online stores and social media sellers
Digital services and remote consulting
Anyone billing clients overseas
Content creators earning platform income
We solve: Recording income from several platforms
Handling fees the platforms keep
Sales tax across multiple states
Income in foreign currencies
Documenting deductible digital expenses
Invoicing on your own

What doesn't change

Whether it's a freelancer with twenty invoices a month or a company with fifteen employees, you get the same treatment.

Does your business not fit any of the three? Tell us how it works and we'll take a look.