Consultants
You solve everyone else's problems. Let us handle the one you keep putting off.
You Know Better
You help clients build systems, track performance, and make decisions based on real data. Then you go home and estimate your own income by glancing at your bank balance. There might be a QuickBooks file somewhere from when you first went independent. You set it up with good intentions. That was a while ago.
It makes sense. Client work always comes first. There’s a proposal to write, a deliverable due Friday, a new engagement starting next week. Your own books keep getting pushed to next weekend. Then next month. Then it’s January and your CPA needs everything at once.
Who We Work With
Who We Work With
Management consultants, IT consultants, HR consultants, business coaches, and other independent professionals in the Phoenix area who sell expertise and bill for their time.
The Common Thread
The Common Thread
You’re great at what you do and your business is growing. But the financial side of running that business gets neglected because it’s not what you signed up for. You went independent to consult, not to categorize receipts.
Your Billable Hours Are Worth More
If you bill $150 or $200 an hour, every hour you spend fumbling through bookkeeping is an hour you didn’t spend with a client. Most consultants we talk to are losing four to six hours a month trying to keep up with their own books. Some have given up entirely and just hand their CPA a mess every April.
We charge a flat monthly rate that is almost certainly less than the value of the time you’re currently wasting on this. You get clean books delivered every month. We get a straightforward client. The arrangement works for everyone.
Simple and Predictable
Simple and Predictable
Most consulting businesses don’t need complex accounting. Income from a handful of clients, a manageable set of business expenses, quarterly estimates. We handle it all for a flat monthly fee you can budget for and forget about.
QuickBooks Done Right
QuickBooks Done Right
We set up or clean up your QuickBooks Online so it actually reflects your business. Proper chart of accounts, correct categorization, reconciled every month. When your CPA opens the file, they see exactly what they need.
What Catches Up With You
In your corporate job, someone else handled payroll taxes, retirement contributions, and expense reports. When you went independent, all of that became your responsibility. Most consultants figure out the basics but miss the details that cost real money over time.
These aren’t complicated problems. They just require consistent attention from someone who knows what to look for. That is exactly what we provide.
Quarterly Estimates and Self-Employment Tax
Quarterly Estimates and Self-Employment Tax
The IRS wants estimated payments four times a year. On top of income tax, you’re paying 15.3% in self-employment tax. If you’re not planning for both throughout the year, April becomes a very expensive surprise. We calculate what you owe and tell you when to pay it.
Deductions and Entity Structure
Deductions and Entity Structure
Home office, software, travel, professional development, client meals. If you’re not tracking these consistently, you’re overpaying on taxes. And if your income has grown past a certain point, an S-Corp election might save you thousands. We help you evaluate the options and coordinate with your CPA on the best path forward.
Clean Books, Clear Picture
You give your clients clarity. You show them where the problems are, what the data says, and what to do about it. Your own business deserves that same level of visibility. When your books are clean and current, you can see exactly what you’re earning, what you’re spending, and whether the business is moving in the right direction.
We handle the monthly bookkeeping, reconcile your accounts, track your quarterly estimates, and deliver reports that actually mean something. When tax season rolls around, your CPA gets a complete and organized set of financials. No scrambling. No guessing. You focus on your clients and we take care of this part.
Monthly Financial Reports
Monthly Financial Reports
Every month you’ll know exactly what came in, what went out, and what you kept. No more estimating based on your bank balance or waiting until tax time to find out how the year actually went.
Tax Season Without the Panic
Tax Season Without the Panic
Your tax accountant receives clean, categorized books with every deduction properly tracked. That means faster filing, fewer questions back and forth, and real opportunities to reduce what you owe.
Bookkeeping for East Valley Small Businesses
The Next Step:
Tell Us About Your Business
Let us know where things stand with your books and what kind of help you're looking for. We'll give you an honest assessment and a clear price.
