Services
Each engagement is shaped around what you need, with a flat fee and a clear scope agreed before we begin.
What I do
- Bookkeeping
- Monthly reconciliations and clean records in QuickBooks Online, where I am a certified ProAdvisor. Fund accounting and grant tracking for nonprofits.
- Financial reporting
- Monthly profit and loss, balance sheet, and cash flow statements. Board-ready financial statements for nonprofits.
- Tax planning
- Quarterly projections, estimated payments, and entity structure review, carried through the whole year.
- Tax preparation
- Federal and state returns for businesses and individuals. Form 990 for nonprofits. Multi-state returns for touring artists.
- Payroll
- Payroll processing, tax deposits, and W-2 and 1099 preparation for small teams and solo practices.
- Planning and advisory
- Budgets, cash flow forecasts, and planning conversations for organizations without a full-time finance lead.
Ways to work together
Choose the rhythm that suits you. You can change it as your needs grow.
Monthly retainer
Bookkeeping, reporting, and tax planning on an ongoing basis, for one flat monthly fee.
Ideal for steady, year-round support.
Tax season
Preparation and filing for clients who keep their own books. I step in at tax time and make sure everything is complete.
Ideal if your books are already in good shape.
Project work
Audit preparation, catch-up bookkeeping, or entity changes, with a defined scope and a fixed fee.
Ideal for one-time needs.
Starting fees
Every client is a little different, so these are starting points. You receive a fixed quote before any work begins.
- Bookkeeping for solo practices and artists
- From $250 a month
- Nonprofit accounting
- From $500 a month, including fund accounting, grant tracking, and board-ready reports
- Individual return with self-employment income
- From $400, federal and Colorado
- Additional state returns
- From $150 each, for touring artists
- Form 990-EZ
- From $750
- Form 990
- From $1,500
- Form 990-N
- Included for monthly clients
- Project work
- A fixed quote after a short call
Every engagement includes
- A flat fee, agreed in writing before we begin
- Direct work with me, every month
- A reply within one business day
- A secure way to share documents
I will help you find the right fit.
Share what you need, and I will suggest a scope that suits you.