We want you to get the financial help you deserve.

Transforming businesses and their finances.

I am an accountant who has worked in the public accounting sector before starting my own business. I provide quality financial services including but not limited to bookkeeping, financial reporting, tax planning, tax advisory, and tax preparation.

A modern approach

It’s essential to me that you understand your business finances at all times. I am available for remote meetings as well as phone calls for all monthly clients.

Pricing

Consultation

Online or in-person, this is a meeting designated to get to know one another and ensure that I am a good fit for your business. We will go over your financials, determine what services your business is seeking, and how I can help.

Your consultation fee will be used as a deposit towards future services.

60 mins | $100 | Get started

Book Clean Up

Maybe you haven’t had the chance to update your books yet, or life got busy and suddenly you haven’t filed taxes in three years and need help getting your books caught up. I’m here to help! I can help with Quickbooks Online, Quickbooks Desktop, Xero, and more to clean up your books and get you where you want to be!

60 mins | $75 | Get started

Monthly Accounting Services

I provide profit and loss statements, balance sheets, and general ledger reports every month. Depending on how many bank accounts your business has, the amount of transactions and hours of work pricing for this begins at $150/month.

Starting at $150/month | Get started

Tax Advisory & Preparation

I provide tax consultation and advisory as well as tax preparation services for individuals, partnerships, S corporations, and C corporations.

60 mins | $100 | Get started

Individual Tax Return | $200 starting
Corporate Tax Return | $400 starting

Get started with Schultz Tax & Advisory, today.