Choose a focused review, monthly support or an organized tax-document handoff.
A focused first meeting to review your bookkeeping setup and identify the records you need to keep organized.
A monthly review for a small business with one bank account, one card account and up to 100 transactions.
Organize your business records into a clear package for your chosen tax preparer before filing season.
Tell us where your records stand and what you would like help with.
Tell us where your records stand and what you would like help with.
Book a ConsultationUnderstand the documents, languages and scope before getting started.
Bring recent bank and card statements, your current bookkeeping records and a list of questions. We will confirm any additional documents before the meeting.
No. The listed packages cover records and bookkeeping support. Tax filing or other professional services require a separate scope and fee.
Yes. English and Mandarin support is available for consultations and routine document questions.
We can review the backlog and provide a separate catch-up quote. We agree on the period, records and fee before work begins.