Financial Clarity Starts Here
We help you make sense of your finances, so every decision feels grounded, intentional, and aligned with where you want to go.
Which Service Fits Your Needs Right Now?
Accounting & Taxes
Want organized books, accurate records, and a stress-free tax season?
Money Coaching
Want to feel more confident with money and build a financial system that works for you?
Accounting & Taxes
Done Right, Done On Time, Done With Care
Bookkeeping and Taxes That Don’t Keep You Up at Night
We handle your monthly books, reconciliations, and tax returns, so you can stay focused on running your business, not managing spreadsheets.
You’ll get:
- Clean, organized financials you can actually use
- Tax-ready books (no April surprises)
- Year-round support, not just tax-season check-ins
- Returns prepared by accountants who understand your business
No scrambling. No guessing. Just accurate numbers on time, every time.
This Is For You If You:
- Want accurate books without doing them yourself
- Are tired of tax-season panic and last-minute scrambling
- Need real financial data to make smarter decisions
“Exceptional Accountant”
I am delighted to write a glowing review for our exceptional accountant. Working with them has been an absolute pleasure, and their professionalism and punctuality have truly set them apart.
From the very beginning, our accountant exhibited a high level of expertise and knowledge in their field. They demonstrated a deep understanding of our financial needs and provided us with invaluable advice that has greatly benefited our business. Their attention to detail and accuracy in handling our financial matters instilled a great deal of confidence in their abilities.
Dorin S.
PaintZone, Founder
Build the financial confidence your business deserves.
ROI Essentials
Starts at
$350/
month
- Semi-annual Transaction Categorization
- Semi-annual Account Reconciliations
- Tax-ready books & Self-serve Reports
- Two 30-minute Consultation Calls per year (upon request)
- Business tax return
ROI Performance
Starts at
$700/
month
- Semi-annual Transaction Categorization
- Semi-annual Account Reconciliations
- Tax-ready books & Self-serve Reports
- Two 30-minute Consultation Calls per year (upon request)
- Business tax return
ROI Premier
Starts at
$2,000/
month
- Monthly Transaction Categorization
- Monthly Account Reconciliations
- Monthly Financial Reports
- Monthly KPI Report
- Quarterly Financial Review through Zoom meeting
- Quarterly estimated tax payment reminder
- Four 60-minute Consultation Calls per year (upon request)
- Business tax return
- Tax savings planning included
Keep More of What You Earn With
Proactive Tax Planning
“Real money back in my business”
Working with Ana on tax planning has been a completely different experience than anything I’ve had before. She didn’t just run numbers, she took the time to explain every step, every option, and why each strategy mattered.
Her approach made everything feel clear, practical, and doable. I ended up saving more than $24K in taxes after the tax plan was implemented. That’s real peace of mind and real money back in my business.
Tatiana M.
Founder
Make tax season predictable and profitable.
Stop Overpaying.
Start Planning.
Most business owners overpay on taxes by $5,000 to $25,000+ every year, not because they’re doing anything wrong, but because no one showed them a better way. The strategies that save you thousands aren’t reserved for Fortune 500 companies. They’re available to you right now. Reactive tax prep costs you money. Proactive tax planning saves you money through strategic income timing, tax-advantaged business structures, overlooked deductions specific to your industry, and knowing exactly when to make moves that lower your bill.
Our proactive tax planning keeps you ahead with year-round guidance and a personalized strategy that legally minimizes what you owe. Clients often save 15-30% annually. No guesswork, no last-minute panic, no overpaying – Just more money in your pocket.
This Is For You If You:
- Paid over $10K in taxes last year and want to keep more in your pocket next year
- Are tired of reactive advice and ready for proactive strategy
- Want strategies that are actually implemented, not just mentioned at tax time
Money Confidence Coaching
Financial Clarity Isn't a Luxury - It's a Life Skill
Money impacts everything: your decisions, your stress levels, and your ability to grow your business with confidence. Financial coaching helps you understand the “why” behind your numbers, shift unhelpful habits, and build smarter systems that support better decision-making.
This isn’t about lecturing you on what you “should” be doing with your money. It’s about giving you clarity, control, and peace of mind. Together, we’ll improve your relationship with money, reduce overwhelm, and create financial routines you’ll actually follow, so you can lead with focus, not fear.
This Is For You If You:
- Want to feel in control of your money, not overwhelmed by it.
- Are tired of avoidance and ready to face your finances with support.
- Want guidance, not judgment, especially if you’re still figuring it out.
“Build a bridge to feeling more secure”
“I am an experienced investor, and I thought I was pretty good with money. I didn’t realize how many subconscious fears were holding me back.
Gabriela is very knowledgeable and she meets you where you are and has a way of pulling out the issues you’re not acknowledging, with kindness and compassion. Her simple plan helps you build a bridge to feeling more secure and confident.”
Anne M. M.
Founder
Start building money habits you can actually stick to.
What Clients Achieve Working With Us
$15,000+ Average Tax Savings in Year One
Books Delivered Within 10 Business Days
Urgent Questions Answered Within 24 Hours
Zero Missed Deadlines or Penalties
Ready to work with us?
Here’s Our 4-Step Process
Clear steps, no confusion, so you always know what comes next.
A straightforward path to clarity, confidence, and control.
Get to Know You
We learn your business, goals, and what’s stressing you out, so we know exactly how to support you from day one.
Lay the Foundation
We organize what’s messy, fix what’s missing, and set up the systems you need for clean, clear numbers you can trust.
Execute & Educate
We handle the heavy lifting: bookkeeping, tax, and strategy, while actively helping you make smart, confident decisions.
Ongoing Partnership
You’re never in the dark. We check in often, keep you updated, and guide you forward with proactive support.
TRUSTED BY BUSINESSES LIKE YOURS
Safe. Secure. Protected — Every Step of the Way
We take your data seriously, so you can have peace of mind.
When you work with us, you’re entrusting us with sensitive financial information, so we’ve built secure, reliable systems to keep it protected at all times.
FREQUENTLY ASKED QUESTIONS
You’ve Got Questions, We Got Answers
What’s included in your bookkeeping services?
Bookkeeping with us goes beyond data entry. You get accurate monthly financials, reconciliations, clear explanations, and ongoing support so you always know where your business stands. We make sure your books are clean, complete, and ready for tax planning, not just tax filing.
Is there a contract commitment?
Yes, meaningful results require time. For accounting and bookkeeping services, we ask for a 3-month minimum commitment so we can properly clean up your books, establish reliable systems, and deliver real value. After that, either party can end the engagement with 30 days notice.
One-time tax returns are available with no ongoing commitment.
Do you offer one-off consulting calls?
Certainly. The fee for a consultation is $300/hour or $150/half-hour.
Do you charge extra for tax notices or letters from the IRS or state?
IRS notice support is included if you're enrolled in our IRS Rescue Plan (available when we file your return). Otherwise, notice resolution is billed separately at our standard hourly rate, as it often requires research and correspondence beyond routine tax preparation.
Are there additional fees I should be aware of?
We keep pricing straightforward. Any add-ons, such as the IRS Rescue Plan, bookkeeping cleanup, or multi-state filings, are clearly communicated before work begins.
Is cleanup work included in monthly bookkeeping?
Cleanup is billed separately because it’s a one-time project with its own scope. Once your books are clean and current, your regular monthly rate applies.
Do I have to prepay?
Monthly services are paid at the beginning of each month.
Standalone tax returns require a deposit before work begins.
Are tax returns included in the monthly subscription?
Only if you choose a package that specifically lists tax preparation.
Otherwise, tax returns are billed separately.
How do I know which service package is right for me?
During our Discovery Call, we’ll review your goals, pain points, and financial structure. From there, we’ll recommend the option that best supports your current needs and long-term growth.
Didn’t find what you were looking for?
Ready to Replace Financial Stress with Financial Clarity?
Book your discovery call and find out exactly how we can support you.