Services Designed for Solopreneurs and Small Service-Based Businesses
Simple. Clear. Stress-Free.
Your business may be small — but your financial life is important.
I offer practical, straightforward tax and bookkeeping services that help you stay organized, tax-ready, and confident all year long.
No overwhelm.
No jargon.
Just reliable support that fits the solopreneur lifestyle.
✨ Monthly Bookkeeping
Stay organized, tax-ready, and stress-free with clean books and consistent support.
Perfect for:
Freelancers, coaches, consultants, contractors, gig workers, and any one-person business earning up to ~$2M.
What You Get:
Monthly bookkeeping in QuickBooks Online
Categorized transactions
Reconciled accounts
Clean, tax-ready financials
Monthly check-in or summary
Year-end support for your tax return
This service keeps your business lean, organized, and simple — so you can focus on the work you love.
✨ Bookkeeping Clean-Up / Catch-Up
Behind on your books? You’re not alone — and it’s fixable.
I clean up past months (or years) of bookkeeping, organize everything correctly, and bring your accounts up to date.
You’ll have clarity, accuracy, and confidence going forward.
You’ll Get:
A clean start for a clear, calm year.
✨ Tax Preparation for Individuals & Solopreneurs
Simple, honest, and stress-free tax preparation — from someone who knows solopreneur life.
Who I Serve:
Individuals & families
Freelancers & contractors
Solopreneurs
Small service-based LLCs
Single-member LLCs
Schedule C filers
Partnership returns, S-Corporations, and LLCs
What You Can Expect:
I help you understand what’s going on, avoid mistakes, and keep more of what you earn.
✨ Year-Round Tax Support & Advisory
Taxes aren’t once a year — they’re year-round decisions.
You get ongoing guidance to help you stay tax-ready, avoid costly surprises, and make better financial choices for your business.
This Includes:
Estimated tax planning
Tax-saving opportunities
Avoiding penalties
Simple strategies for solopreneurs
Support for business decisions (equipment, contractors, etc.)
This is calm, steady guidance that keeps you one step ahead.
✨ Additional Services
QuickBooks Setup & Optimization
1099 Filing for Contractors
Sales Tax (NY/NJ select businesses)
Partnership Returns (IT-204, 1065)
Small Business Consulting
IRS Notices & Letters Assistance
Why Solopreneurs Choose Me
✔️ Simple, clear explanations — no jargon
✔️ Lean and practical systems
✔️ Friendly, calm, honest support
✔️ Secure digital portal for easy upload & communication
✔️ Stress-free tax season
✔️ A true partner who cares about your business and your life
Your business should support your life — not overwhelm it.
My services are built to keep things easy, organized, and manageable.
Let's talk:
Let’s make your bookkeeping and taxes simple again.
Schedule a free 20-minute call today.