Flat prices, no hourly billing. Same two people every time, and one of us answers the phone.
| Money in | $48,210 ▲ |
| Money out | $41,876 ▲ |
| What you kept | $6,334 |
| Card fees | $1,412 ▲ |
| Biggest expense change | Supplies +$980 |
Business and owner returns, filed by the firm that already keeps your books. Planning during the year, not surprises in April.
Every transaction categorized. A one-page P&L and a 15 minute call: what came in, what went out, what to do.
For teams up to 10. We make the checks, deposit the payroll taxes, and file the quarterlies.
$150 / month
$800 to $2,000 / year
$2,500 to $3,000 / year
No contract on Heartbeat. Cancel any month. Your records stay yours.
Money in. Money out. What you kept. What changed. See the full sample.
Thirty years of filing tax returns. Same two people every month, and the advice comes with the numbers.
"We have spent decades being handed the most private documents a business owns. That trust is the whole practice."
Flat-fee catch-up we agree on first. Then $150 a month keeps you current. No judgment.
Yes. We pick up where your last preparer left off and plan the rest of the year with you.
No. Keep it or drop it. We work from your statements either way.
Heartbeat, any month. No contract. Tax work is quoted per return.
A great fit: stores, restaurants, gas stations, trucking, services. One or two bank accounts and one or two credit cards.
Bigger or messier? Call us anyway. We'll tell you honestly what it would take.
Encrypted, straight to the two of us. Never sold, never shared.
We'll have your details in front of us. Rather talk now? Call us.
717-608-3903Have a bank statement handy? Bring it to the call and your first one-page P&L is free.
We'll be in touch within one business day.