We regularly help solopreneurs and small business owners uncover potential tax savings and make smarter financial decisions.
Pricing and service designed for independent professionals, solo business owners, and growing small businesses.
Never "Ghosted": We respond within 24 hours, not weeks.
Clean Slate: Behind on your books? We’ll clean them up in as little as a week.
700+
Happy Clients
16+
Years Experience
4.9/5
Star Rating
"Eddie and his team have made my life immeasurably better. From the very beginning, Eddie took the time to understand my specific professional needs and figure out a plan that could truly serve my business. I am grateful for Eddie’s expertise and the ease in working together. I own three businesses, all of which are focused on helping people - it means the world to me to work with professionals who care at such a high level. Thank you. I highly recommend Eddie and everyone on his team."
Rachel L
Austin, TX
"I've had a fantastic experience with Eddie and his team. They are dedicated, responsive, and detail-oriented. I know my finances are in good hands with them, and I know that any questions I have will be promptly answered. Highly recommend!"
Elaine C
San Jose, CA
"Eddie and his team are fantastic. They do a great job of bookkeeping and financial advising for my group."
Jeff L
Calgary, AB
The 20th or It’s Free:
You get your financial package by the 20th of every month. If we’re even one day late, you don't pay for that month. Period.
The Zero-Penalty Shield:
We guarantee your filings are on time. If you ever receive a late-filing penalty due to an error on our end, we pay the fine for you.
The "Risk-Free 30" Trial:
If you don't feel 100% more organized after your first 30 days, we’ll refund your entire fee plus give you $50 for wasting your time.
Conditions Apply
♣ Your bookkeeping and taxes should empower you, not sit in the background causing low-grade stress.
♦ I keep everything organized and up to date—so when you look at your numbers, you’re not guessing what they mean.
♥ I do this all in a way that's easy for you. Whatever financial thing you are doing now, it will be easier with me.
♠ And when you need a sounding board or advice, you have me, a financial and entrepreneurial pro, a call away.
