Our Services

Bookkeeping

A consulting practice on the side, AI or ML advisory work billed hourly, a company you incorporated with friends, an arrangement paid partly in equity. Small businesses attached to a full-time job get neglected until the year they suddenly matter. We keep them clean, and we coordinate them with the rest of your tax picture.

What We Offer

Full-service books, sized for a business that is not your only source of income.

Monthly bank and credit card reconciliation
Profit and loss statements and balance sheets
Accounts payable and receivable
1099 consulting and AI advisory income alongside your W-2
Payroll processing and reporting
K-1s and multi-owner entities
QuickBooks setup, cleanup, and training
Estimated payments timed around your equity vest dates

Service Packages

Pick the tier that matches your volume. Every tier includes the year-end package your tax preparer needs.

Side Business

For consulting income alongside a full-time job

  • Up to 50 transactions per month
  • Monthly reconciliation
  • Quarterly financial statements
  • Year-end package for tax preparation
  • Email support
Most common

Consulting Practice

For an established practice or a small company

  • Up to 200 transactions per month
  • Monthly reconciliation and statements
  • Accounts payable and receivable
  • Payroll processing
  • Estimated payments coordinated with equity vests
  • Priority support

Growing Company

For a business with employees and multiple owners

  • Unlimited transactions
  • Weekly reconciliation
  • Custom reporting
  • Full AP and AR management
  • Payroll and benefits administration
  • K-1 preparation support
  • Dedicated bookkeeper, phone and video support

Common Questions

I have a W-2 job and a small consulting business. Does that complicate my taxes?

It changes them more than most people expect. Self-employment tax applies to the consulting income, your W-2 withholding no longer covers your full liability, and deductions available to the business are not available to the employee. The two sides need to be planned together, not filed separately.

Which accounting software do you work with?

Primarily QuickBooks Online, and also Xero, FreshBooks, and Wave. If you are switching platforms or starting from a shoebox of receipts, we handle the migration and cleanup.

Can you coordinate my estimated payments with my equity vesting?

Yes, and this is the main reason our bookkeeping and equity work sit together. Business income and a large vest in the same quarter can produce an underpayment penalty even when the year-end numbers look fine. We plan the quarters as one picture.

Do you handle payroll?

Yes, from the Consulting Practice tier upward — calculations, filings, direct deposits, and year-end W-2 and 1099 preparation.

I do AI consulting on the side. Is that different from any other consulting income?

For bookkeeping purposes, no — it is self-employment income and it is tracked the same way. Two things do come up more often in this work than in most: being paid in equity or tokens rather than cash, which creates income at the value on the day you receive it, and significant compute costs, which are deductible but need to be substantiated and separated from personal use. If you are building and selling a product rather than billing for your time, that is a different picture and our product and business income service covers it.

Hand off the books

Tell us what your business looks like and we will recommend a tier and a starting point, including cleanup if the books are behind.

Schedule Consultation