Pick the scope first, then we handle the bookkeeping, filings, and ongoing advice that match your reality.
Clear intake, consistent review cadence, and practical deliverables—so you know what happens next.
We switched from messy spreadsheets to a clean workflow. The review cadence was steady, and the filings and bookkeeping felt organized.
As a sole proprietor, you need reliable, repeatable accounting support. We’ll define deliverables up front, then keep the work consistent so you can plan with confidence.
Results vary by business records and transaction complexity. We’ll review what you have and confirm the deliverables during your scoping call.
You’ll know what happens next, what we review, and what we’ll advise after the bookkeeping and filings are handled.
We confirm your sole proprietor setup, transaction volume, and document flow, then agree on what “ongoing advice” covers for your business.
Request a scoping callWe review what you already have (invoices, bank statements, and bookkeeping records) and flag gaps that affect accuracy and filing readiness.
We handle tax-related preparation work and keep your bookkeeping current so your numbers stay usable throughout the month.
We help you make compliant decisions going forward, so you can plan with confidence and avoid surprises during the next cycle.
See pricing fromRequest a scoping call. We’ll review your situation and confirm what we can prepare and review for your sole proprietorship.
Tell us what you’re filing and how often. We’ll review scope fit and next steps.