Services for solo practices
Bookkeeping, tax preparation, and management analysis of financial statements for solo practices in Kent, Maple Valley, and Covington. Not a CPA firm. No audit, attest, or assurance.
Bookkeeping
Monthly QBO books, reconciliations, clean P&L and balance sheet, and tax-ready records — backed by Intuit Bookkeeping Certification and QuickBooks Online Advanced certification.
Management analysis of financial statements
A decision-oriented read of statements for pricing, cash, capacity, and next steps. The Clarity differentiator quarterly. Backed by an MBA with graduate certificate in applied finance. Not audit, attest, or assurance.
Business consulting
Pricing, cash flow, and “is this normal?” questions tied to your books.
Payroll
Setup and ongoing payroll when you’re ready to pay yourself or a contractor. Fees billed separately.
Tax preparation
Returns prepared with records already in order. No savings promises.
Monthly packages
Essential — $575 / month
QBO bookkeeping, tax-ready books, P&L + balance sheet, review after 3pm PT / weekends, QBO billed separately, Verifyle docs.
Clarity — $1,000 / month
Everything in Essential, plus quarterly management analysis of financial statements, strategy call, and priority access after 3pm PT.
Ready for a plain conversation?
Book a 30-minute Discovery Call.
After 3pm weekdays or weekends. We’ll recommend Essential or Clarity honestly. No hard sell.