Monthly accounting provides ongoing bookkeeping, reconciliations, and month-end reports, keeping you current all year long. Annual accounting consolidates everything at year-end into one engagement — ideal if you only need your books ready for tax season.

A one-page KPI summary with a short “Kristy’s Take” and 2–4 prioritized next steps.

No — cleanup projects are billed hourly because the scope varies for every client. This ensures you pay only for the time needed to get your books accurate and up to date.

Cleanups are billed at $150/hour, with 50% due upfront and the remainder prior to completion. Once your books are caught up, we can transition you to the right ongoing accounting plan.

It depends where you are:

• If you don’t have payroll set up yet, you’ll usually start with Payroll Essentials to get a proper payroll system running, then decide if/when you want the deeper owner compensation analysis.

• If you already run payroll (maybe even with another provider): you may not need my Payroll Essentials service, but the Compliance Package can still make sense if your owner salary hasn’t been clearly analyzed or documented.

• If you’re an ongoing accounting client with payroll through me, Payroll Essentials covers the ongoing processing; the Compliance Package is an optional add-on for a more formal owner salary review and documentation.

The tax law requires S-Corp owners who work in the business to be paid reasonable compensation as W-2 wages. The IRS expects you to be able to support that your salary is reasonable if they look at it closely.

The IRS does not mandate a specific brand of “compensation study” or a particular resolution template. The Compliance Package is about:

• Doing the analysis behind your salary, and

• Putting the reasoning and decision into clear, written form.

So the requirement is to pay a reasonable wage and be able to back it up. These documents are how we organize that support.

Yes — a business tax return is included only with the Starter Annual Plan. All other accounting plans are bookkeeping-only, but tax preparation can be added separately.

Yes, you can switch at any time. The annual plan is paid in full upfront, so it won’t apply retroactively to monthly payments that have already been made.

We work with several platforms including QuickBooks Online, Xero, Wave, and Zoho Books — whichever best fits your business setup and needs.

Yes — both are available as add-on services. We’ll review your payroll provider, filing frequency, and applicable states to confirm what’s needed.

You’ll typically receive a reply within 12 business hours, and no more than one business day in rare cases.

That’s completely fine. We’ll start with a one-time cleanup to bring everything up to date, then move you onto a plan that keeps your books accurate going forward.

If you want to understand your numbers at a deeper level — not just report them — CFO services are a good fit. Most clients move up once they’ve stabilized their books and are ready to plan for growth or expansion.

CFO services go beyond bookkeeping. They include financial strategy, forecasting, KPI tracking, cash flow management, and guidance to help you make confident business decisions.

CFO clients typically meet bi-weekly or monthly, depending on business complexity and goals. You’ll get regular insights, reports, and recommendations — not just spreadsheets.

Book a call and mention you’re interested in CFO or advisory services. We’ll review your current financials, goals, and whether CFO-level support makes sense right now.