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We provide full-service bookkeeping and financial consulting for individuals and small businesses. Our team tracks income and expenses to help clients stay organized, manage cash flow, and prepare for tax season. For busy clients—including those who travel frequently or work overseas—we also assist with bill pay and financial oversight. We help startups get established with tools like QuickBooks, provide training, assist with payroll setup, and can serve in a part-time CFO advisory role as businesses grow.
We prepare and file federal and state individual tax returns with a focus on supporting self-employed professionals. Many of our clients file Schedule C as independent contractors or freelancers who are not yet ready to form an LLC or corporation. We also work with a large number of professionals in the entertainment and creative industries, helping them navigate taxes with clarity and confidence.
As an independent insurance agency and brokerage, we help individuals and businesses find the right protection for their needs. We specialize in life, disability, and long-term care insurance, as well as small business coverage such as group health plans, workers’ compensation, general liability, and professional liability. Because we are fully independent, we are able to shop across multiple carriers to find the most competitive coverage and pricing for our clients.
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