Services
Your financial journey is unique. I’m here to make sure you cross the finish line.
Services
Your financial journey is unique. I’m here to make sure you cross the finish line.
Whether you need help organizing your financial records, preparing and filing your current or previous year taxes, or managing your business bookeeping, I have the knowledge and expertise to help you along the way. I’ll make sure you’re fully prepared in the present to thrive in the future. 24/7, 365.
Whether you need tax, financial record, or bookkeeping help, I have the knowledge & expertise to help you. I’ll make sure you’re fully prepared in the present to thrive in the future. 24/7, 365.
Tax Preparation: Starting at $250
During a 45 minute in-person or virtual meeting we’ll review prior year’s tax return. Assess current year’s income and expenses. Advise of all credit and deduction entitlements for the tax year. Please be sure to save/print the What to Bring Sheet.
Tax Preparation: Starting at $250
During a 45 minute in-person or virtual meeting we’ll review prior year’s tax return. Assess current year’s income and expenses. Advise of all credit and deduction entitlements for the tax year. Please be sure to save/print the What to Bring Sheet.
Business Formation: Starting at $600
We quickly and easily form your business and register it with the state of your choice. This includes foreign business registration, sales tax, and business license registration as necessary. We will also apply for a federal employer identification number (EIN) on your behalf with the IRS.
Business Formation: Starting at $600
We quickly and easily form your business and register it with the state of your choice. This includes foreign business registration, sales tax, and business license registration as necessary. We will also apply for a federal employer identification number (EIN) on your behalf with the IRS.
Small Business Bookkeeping: Starting at $300/Mo
Based on your chosen tier, on a monthly basis I’ll record financial transactions, reconcile bank accounts, manage your bank feeds, handle your receivable and payable accounts, assist with compliance, and prepare your financial statements. We will also meet to discuss account updates.
Small Business Bookkeeping: Starting at $300/Mo
Based on your chosen tier, on a monthly basis I’ll record financial transactions, reconcile bank accounts, manage your bank feeds, handle your receivable and payable accounts, assist with compliance, and prepare your financial statements. We will also meet to discuss account updates.
What My Clients Have to Say:
Not Sure What You Need? Let’s Figure It Out Together.
Use the scheduler below to set up a free 20 minute phone or video meeting to discuss whether Edifi is the right fit for you. Video meetings are done through Zoom Video Conferencing. Note: this is not a pre-service meeting. To schedule a service onboarding session select the appointment type you want above.
