New clients welcome · fixed monthly fees
Accounting that keeps your business calm all year
Bookkeeping, tax returns, payroll and friendly advice for small businesses, freelancers and families. One fixed monthly fee, agreed in writing, and an accountant who answers your emails.
- Fees agreed in writing before we start
- Your filing deadlines tracked for you
- Meet in our office or by video
Book a free consultation
30 minutes · in person or by video. What can we help with?
Bookkeeping & accounts
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Tax return
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Payroll
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Switching accountant
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Something else
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No obligation. Expect a reply within one working day.
Services
Everything your numbers need, in one place
Pick one service or combine them in a fixed-fee package. Either way, you know the price before we start.
Bookkeeping
Monthly bookkeeping in your cloud software: bank accounts reconciled, receipts matched and simple reports you can actually read.
Tax returns
Personal, self-employed and business tax returns, prepared early and checked with you before anything is filed.
Payroll
Payslips, payroll filings and year-end forms for small teams, run on time every pay day.
Business advisory
Budgets, cash-flow forecasts and quarterly reviews to help you plan pricing, hiring and growth.
Small business accounts
Year-end accounts and sales tax returns for sole traders, partnerships and small companies.
Starting a business
Help choosing a business structure, registering, and setting up your books the right way from day one.
How we work
Four simple steps to tidy books
Whether you are starting out or moving from another accountant, you always know what happens next.
01
Free consultation
A 30-minute chat about your business, your deadlines and anything that worries you. No obligation.
02
Fixed quote
You receive a written quote with one monthly fee and exactly what it covers, before you decide.
03
Easy switch
With your permission we contact your previous accountant, collect your records and set up your software.
04
Monthly rhythm
Your books are kept up to date every month, and we remind you of each deadline well before it is due.
Fixed-fee packages
One monthly fee, agreed before we start
No hourly billing for quick questions. Choose the package that fits today and change it as your business grows.
Starter
For sole traders and freelancers
$149 / month
- Monthly bookkeeping, up to 50 transactions
- Annual personal tax return
- Year-end accounts
- Email support
Growing
For small businesses with a team
$289 / month
- Bookkeeping, up to 200 transactions
- Payroll for up to 5 employees
- Quarterly sales tax returns
- Business tax return and accounts
- Quarterly review call
Established
For busy businesses that want advice
$489 / month
- Bookkeeping, up to 500 transactions
- Payroll for up to 20 employees
- Monthly management reports
- Cash-flow forecast
- Named accountant and priority replies
Example prices. Your fee depends on your transactions, payroll and filings, and is always agreed in writing first. One-off tax returns are quoted separately.
Why clients choose us
Accounting without the jargon
Fixed fees
One monthly fee agreed in writing, so a quick question never turns into a surprise bill.
Plain English
We explain your numbers simply, without jargon, and answer emails within one working day.
Deadlines handled
We track your filing and payment dates and remind you well before each one.
Careful with your data
Documents are shared through a secure client portal instead of email attachments.
About us
A small, friendly practice that knows your name
We set up the practice to give local business owners and families an accountant they can actually reach. You work with the same person every month, someone who knows your business and explains every number in plain English.
- Qualified accountants, licence no. 000000 (sample)
- A written quote and engagement letter before we start
- Office or video meetings, evening calls by appointment
- Step-free office with parking nearby (sample)
Client stories
What our clients say
★★★★★
“We switched accountants halfway through the year and hardly noticed. Our old records were collected, the software was set up and the first monthly report arrived on time.”
Sample client
Bookkeeping & payroll
★★★★★
“I used to dread tax season. Now I get a reminder, upload my documents to the portal and my return is ready well before the deadline.”
Sample client
Self-employed tax return
★★★★★
“The fixed fee means I can ask a quick question without watching the clock. The answers come back in plain English.”
Sample client
Small business package
Sample reviews for layout only. Every business is different, and past results do not promise future savings.
Our team
Meet the people behind your numbers
Grace Lin
Principal accountant
Looks after small businesses and freelancers, and enjoys turning a box of receipts into a clear set of books.
CPA, licence no. 000000 (sample)
Tom Harper
Tax manager
Prepares personal and business tax returns and plans ahead, so tax bills are easier to budget for.
Tax adviser, member no. 000000 (sample)
Amara Osei
Bookkeeping & payroll lead
Runs monthly bookkeeping and payroll, and makes sure every client knows what is due and when.
Payroll certificate no. 000000 (sample)
Software
Works with the tools you already use
We keep your books in cloud software you can open any time, and we can help you move over from spreadsheets or a shoebox of receipts.
Cloud accounting
Your accounting app (sample)
Payroll
Your payroll app (sample)
Receipts & expenses
Snap receipts on your phone
Bank feeds
Read-only links to your bank
Client portal
Share documents securely
E-signatures
Approve returns and letters online
FAQ
Questions clients ask us
Cannot find your answer? Call or email us, we are happy to help.
When are the main tax deadlines?
It depends on your situation and where you live. In the US, federal returns for individuals are usually due in mid-April, and many businesses also have quarterly estimated tax, sales tax and payroll dates. When you join, we list your own deadlines and remind you before each one.
How do I switch from my current accountant?
Tell us, and we do most of the work. With your permission we ask your previous accountant for your records and recent returns, set up your software and agree a start date, so nothing falls between the two.
How much do your services cost?
Most clients pay one fixed monthly fee based on their transactions, payroll and filings. You get a written quote after the free consultation, and we agree any extra work with you before we start it.
What should I bring to the first meeting?
Your last tax return, recent bank statements, any letters from the tax office and a rough idea of your income and costs. If you do not have everything yet, come anyway.
Can we work together online?
Yes. Many clients never need to visit: we meet by video, share documents through a secure portal and sign returns electronically.
Is the information on this website financial advice?
No. Articles and examples on this site are general information only. Tax rules change and depend on your circumstances, so speak to us or another qualified adviser before you act.
Visit us
Office hours & how to find us
Monday – Thursday
9:00 – 17:30
Friday
9:00 – 16:00
Saturday
By appointment
Sunday
Closed
210 Maple Avenue, Suite 4
Springfield, ST 10001 · Street parking on Maple Avenue (sample)
Ready to hand over the numbers?
Book a free 30-minute consultation. We look at where you are and what is due, then send you a fixed quote.
No obligation. Information on this website is general and is not financial advice.