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Let's Talk Business, Shall We?

Ahhhh, the entrepreneurial journey.

There is no one size fits all solution. Every journey is unique to its owner.

Why did you get in business? Was it for the freedom? Opportunity? Family? Whatever the reason, I bet (that's if I was a gambling woman) you wanted to focus on your passion. What you're awesome at. Instead, you're spending more hours (or none at all) than you like on accounting stuff. I mean, if you wanted to be an accountant, you probably would've reconsidered, right?!

Then there are people like me who Love numbers! BTW, loving numbers is super cool.

If you're tired of the stress, procrastination, and frustration that keeping your own books brings, don't worry, I got you. Here's how I help you...


I Love Technology So You Don't Have Too!



Handling your books isn't supposed to be a daunting task and with the right systems and processes in place, it won't be.
I use the latest software to streamline your financials and give you an easy-peasy peace of mind.



Simple tax projections (personal and business) at the click of a button. You'll always know where you stand. Can we say "no tax time surprises!"



QuickBooks Online included with all Number Freedom packages.



Bank Statement Software to download them so you won't have to worry about giving me access or emailing them over to me.

Best of all, everything has bank level security. Your privacy + security is of the utmost importance to me.

Proudly Certified

Freshbooks
Bill.com
QuickBooks Online
TSheets
Zoho Books
Wave Apps

Number Freedom Pricing Made Simple

PLAN - PRICE

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START-UP

$150 /month 

  • Quickbooks Online included (minimal access)
  • Quarterly Bookkeeping

  • Business Income Tax Return Preparation
  • Personal Income Tax Return Preparation

  • Profit & Loss Report

  • Balance Sheet
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BASIC

$205 /month

  • Quickbooks Online included
  • Monthly Bookkeeping
  • Business Income Tax Return Preparation
  • Personal Income Tax Return Preparation
  • Profit & Loss Report
  • Balance Sheet
  • Sales Report
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  • Basic Tax Planning
  • IRS/State Notice Support
  • Quarterly  Advisory Sessions
  • Accountant-on-Call:
    • Email Only Support

PROFESSIONAL

$320 /month

    • Quickbooks Online included

Monthly Bookkeeping

    • Business Income Tax Return Preparation

    • Personal Income Tax Return Preparation

    • Profit & Loss Report

    • Balance Sheet

    • Sales Report

    • Accounts Payable Monthly
    • Full Payroll Processing

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    • Basic Tax Planning

    • IRS/State Notice Support

    • Monthly Advisory Sessions

    • Accountant-on-Call:
      • Email + Phone Support

EXECUTIVE

$555 /month

    • Quickbooks Online included
 

Weekly Bookkeeping

 
    • Business Income Tax Return Preparation
 
 
    • Personal Income Tax Return Preparation

 
 
    • Profit & Loss Report

 
 
    • Balance Sheet

 
 
    • Sales Report and A/R + A/P Reports

 
 
    • Accounts Payable + Receivable Monthly Processing



 
    • Full Payroll Processing


 
 
    • Expense Tracking


 
 
    • Sales Tax Returns

 
 
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    • Tax Planning

 
 
    • IRS/State Notice Support + Limited Audit Defense
 
 
    • Monthly Advisory Sessions

 
 
    • Accountant-on-Call:
        • Email + Phone Support
 
 

ENTERPRISE

$820 /month

    • Quickbooks Online included
 

Weekly Bookkeeping

 
    • Business Income Tax Return Preparation

 
 
    • Personal Income Tax Return Preparation

 
 
    • Profit & Loss Report

 
 
    • Balance Sheet

 
 
    • Sales Report + A/R + A/P Reports

 
 
    • Accounts Payable + Receivable Monthly Processing


 
 
    • Full Payroll Processing
 
 
    • Expense Tracking
 
 
    • Sales Tax Returns

 
 
    • Budgeting
 
 
    • Advanced Tax Planning + Projections

 
 
    • IRS/State Notice Support + Audit Defense

 
 
    • Monthly Advisory Sessions

 
 

Accountant-on-Call:

        • Email + Phone + Video/Office Support
 
 


Add-on Services for the Number Freedom Package

Tax Help Accounts Payable Payroll
Is the IRS calling and you don't know what to do?
No worries. I got you! I can get the IRS off your back
for good. Payment plans, OIC, uncollectible debt, audit.
I will handle it all. Price depends on your specific problem.
Need your bills paid monthly?
The accounts payable service will do it for you.
Through my online system, I will pay all your vendors
as well as manage your bills. You always have the final approval.
Need to pay your employees?
Got you covered there too. Your entire payroll system will be managed from my online software that you and your employees can access.
Tax return filings. Direct deposit only. Employee price is for 5+ employees
Starting at $1,000 $90/month $75/month + $5/employee
Advisory Sessions Accounts Receivable Sales Tax Returns
Are you preparing for a major shift in business and need have your finances reviewed before diving in. Are you concerned about your tax situation? Advisory sessions are used to handle these situations and more. Buy by the hour or save by buying in blocks. Don't have time to stay on top of your receivables? No worries. Your invoices will be sent out electronically and followed up with to ensure timely payments, every time. Do you sell products at retail and have a sales tax filing requirement? Do you also sell across state lines and need to understand the varying rules for multiple states? Sales tax compliance handled regardless where you operate.
$75/session or $250 for 4 session $75/month $75/return/state or city
7 Days to Tax Ready Books

Trb7Are you dreading tax season because your business books are a mess?

No worries! The 7-Days to Tax Ready Books email challenge will take your books from a beautiful mess to tax ready awesomeness. 
Getting started November 9th!
We respect your privacy -- always and forever.