Helping you organize your finances, plan for what's next, and feel a whole lot calmer every time you open your bank account. 

I'm the financial partner who'll bring clarity to your numbers 
(and peace to your nervous system)

Accounting, Bookkeeping, and Tax for Small Businesses


Those are human questions that deserve more than a spreadsheet and annual email. Having a trusted partner who understands your business is how your business grows (without the panic, costly mistakes, and swear words). 

hire help

raise your prices

Invest in retirement

Software is great at tracking your money. 
But it can't tell you whether it's time to:

Xero called…
It would like someone else to explain the numbers

- Blue Door Flower Company

"She found deductions we never would have caught on our own, ones that past accountants had missed entirely, and saved us significantly on our taxes this year.

“Emily connected all of my CRM platforms to Xero, got my books in order, and built a tax package this season that made what's usually an overwhelming process feel completely handled."

Certified Public Accountant

100%

Master's in Accounting

01

Judgments about your books

00

Tax seasons survived in public accounting 

10+

A few numbers on the person helping you understand yours

services

Plus a one-time onboarding fee based on the month we begin, the number of accounts, and the level of account activity.

Starting at $500/month

your investment:

  • Monthly bookkeeping & transaction categorization in Xero
  • Monthly bank & credit card reconciliation
  • Monthly financial statements (P&L, Balance Sheet, & Cash Summary)
  • Quarterly Financial snapshots and reporting
  • 1099-NEC preparation & filing
  • Quarterly check-in calls
  • Ongoing email support

Includes:

  • Up-to-date books you can trust
  • Better visibility into your cash flow and business performance
  • Fewer surprises at tax time
  • Confidence that the financial side of your business is being cared for

What you’ll get every month:

With reliable bookkeeping, you spend more time doing what you love and less time worrying if you're saving enough for taxes, whether your numbers are accurate, or if something important is slipping through the cracks.

Monthly bookkeeping for business owners who want their finances handled confidently and consistently. 


Grounded

One-time onboarding fee based on the month we begin, number of accounts, and level of account activity.

One-time set-up fee for Gusto Payroll: $500 
Gusto payroll management: $200/month

Add More Support

Starting at $600/month

your investment:

  • S-Corp reporting standards & entries
  • Owner payroll processing
  • Gusto payroll troubleshooting

Includes everything above, plus:

Running an S-Corp comes with additional moving parts. This service includes everything in Grounded, plus the reporting, payroll, and compliance support your entity needs to run smoothly.

Grounded for S-Corp

Plus a one-time onboarding fee starting at $600, based on the month we begin, the number of accounts, and the level of account activity.

Starting at $550/month

your investment:

S-Corps: Starting at $650/month

Personal Tax Return Preparation: Starting at $800 (Federal & 1 State), $250 (additional State returns)

Business Tax Return Preparation: Starting at $2,500 (Federal & 1 State), $500 (additional State returns)

  • Everything included in Grounded
  • Quarterly income tax estimates prep
  • Annual taxable income calculation
  • Tax return review and walkthrough
  • Budgeting and recurring income/expense analysis
  • Preparation of applicable federal and state tax filings

Includes:

  • A clear understanding of what to expect at tax time
  • Fewer surprises and more opportunities to save
  • Confidence that your books and tax return are working together
  • A proactive plan for your business and personal tax obligations

You'll walk away with:

Stop scrambling at tax time, wondering what you owe, or missing opportunities to save. Because the best tax strategy isn't something you throw together in April. It's something we think about all year long.

Alignment

Ongoing bookkeeping and tax prep for business owners who want to be proactive with their tax planning 


Single Session: $250
Alignment Series (3 sessions over 3 months): $650

your investment:

  • 90-minute guided session
  • Pre-session intake form (completed individually)
  • Money values discovery exercise
  • Personalized app and tool recommendations
  • Written action plan summary (PDF)

Includes:

  • A better understanding of your relationship with money
  • More productive conversations around finances
  • Clear next steps and actionable goals
  • Greater confidence in your financial future

You'll walk away with:

Whether you're navigating different money habits, planning for the future, or just trying to get on the same page, we’ll uncover your individual money stories, find common ground, and leave with a clear next step. 

The Money Date

A guided conversation for individuals or couples ready to align on money.


work with me

Timely S-Corp Election Services:
S-Corp Reasonable Salary Analysis:
Accounts Receivable Management:
Accounts Payable Management:

Starting at $400
Starting at $400
Starting at $100/month
Starting at $100/month

Available Services:

Because sometimes you just need someone who knows what they're doing instead of a full accounting engagement. 

For business owners who need help with one specific thing. 

Special One-Off Services

Working with creative business owners, I understand the feast-or-famine months.

The irregular income.

The tendency to undercharge.

The awkward relationship with money.

The fact that you'd rather do almost anything else other than bookkeeping & taxes.

And that's everything I’m here to help you navigate. 

You didn't start a creative business to become a finance person. But lucky for you, I actually did

let's chat

Probably much worse.

You don't need perfectly organized books, or need to know which service you need, or even what questions to ask.

Reach out below, and we'll figure it out together.

If you're worried your books are a mess... I've seen worse.

- Flora Primary Care

“I have experienced consistent clarity and confident growth in my finances since working with Emily, and I so appreciate her positive, consistent, and professional communication.”