Not sure if your books are right?
We’ll take a look.
We’re a small family-run bookkeeping and tax firm led by IRS Enrolled Agent Monica Duran.
We help contractors and small business owners clean up their books, file their taxes accurately, stay compliant, and get clear on their numbers — so they can focus on the real work.
How It Works
1. Share Access
Use our secure tax and bookkeeping portal to upload your last 3 months of bank statements or grant us view-only access to your QuickBooks.
2. We Review Everything
We go through your books and flag anything off, missing, or costing you money.We’ve helped electricians, plumbers, HVAC techs, and other small business owners clean up their records, file their taxes properly, and avoid costly tax-time surprises.
3. Short Clarity Call
We’ll walk you through what we found, explain what needs fixing, and give you a simple, no-pressure action plan — in plain English or Spanish.It’s also a chance for us to see if we’re the right fit for each other.
That’s it.
No back-and-forth. No hard sell.
You’ll leave with clarity, whether you decide to work with us or not.
Need help with your books or your taxes?
Book a free review call below.
We’ll take a look ahead of time and walk you through exactly what we see — good, bad, or unclear.
FAQ
Do you also do taxes?
Yes. We also offer tax preparation for individuals, small businesses, and immigrants filing with an ITIN.
For bookkeeping services, do I need to use QuickBooks?
No. You can also upload your bank statements securely through our client portal.
Is this really free?
Yes. This is a no-pressure consultation. You’ll leave with a clear summary of what’s working and what needs attention.
It also helps us see if we’re a good fit for each other.
Will you fix my books during the call?
No. We review everything beforehand and give you a clear breakdown on the call, but we don’t do live fixes or tutorials during the session.
What happens after the call?
We’ll send you a simple summary of our findings. If you want help fixing it or working together long-term, we can talk about that — but there’s no obligation.
What our clients say
