Small-business owners
For owner-operated and service-based businesses seeking reliable books, tax preparation, and a clearer view of what comes next.
Compare monthly support ↗SMALL BUSINESSES & INDIVIDUALS · FULLY REMOTE
Experienced CPA guidance.
A personal connection.
Tax preparation, bookkeeping, and year-round guidance for the business you’re building and the life behind it.
Nearly 12 years in public accounting
Chelsea Beeman, CPA · Licensed since July 2018
Rooted in St. Johns County, Florida.
Built to work with you, wherever you are.
FAITHFUL. DEDICATED. DETAIL ORIENTED.
Guiding you forward.
Nearly 12 years of public accounting experienceA fully remote experienceSupport beyond tax season
ROOM TO FOCUS ON WHAT MATTERS
Good with numbers.
Even better with people.
Your finances deserve more than a once-a-year conversation. We bring tax, books, and thoughtful guidance together in a relationship built around your goals.
01
Tax preparation
Thoughtful preparation for individuals, families, and businesses. We help bring your documents, deadlines, and filing needs into focus.
Explore service ↗02Tax planning
A forward-looking conversation about estimated payments, changing income, and opportunities to plan before year-end.
Explore service ↗03Monthly bookkeeping
Reconciled accounts, organized transactions, and useful financial statements—so you can understand where your business stands.
Explore service ↗FIND YOUR FIT
Support for your business.
Perspective on your life.
Individuals & families
For employees, self-employed individuals, and families navigating investments, rental income, or changing tax needs.
Explore individual tax services ↗A fresh financial start
For new owners setting up their accounting or established businesses ready to catch up on their books and build a stronger routine.
Find help with your books ↗Family-owned, women-owned, and veteran-owned businesses are especially close to our hearts. Clients from all backgrounds are welcome.
STEADY SUPPORT. ALL YEAR LONG.
A package for
your next chapter.
Clear starting prices. A scope tailored to your needs. A familiar team beside you throughout the year.
01 / BOOKS & TAX READINESS
Foundation
A clearer picture of your business.
Starting at$625/month
- Monthly bookkeeping & reconciliations
- Monthly financial statements
- Year-end tax-readiness review
- Ongoing bookkeeping support
For ongoing monthly books and year-end tax readiness. Tax returns and tax planning are quoted separately.
Explore Foundation02 / TAX + BOOKS
Growth
Your books and taxes, working together.
Starting at$925/month
- Everything in Foundation
- One annual business federal tax return
- Annual tax projection & estimated-payment planning
- Quarterly financial check-ins
Includes one business federal return per annual engagement cycle. Owner returns and state filings are quoted separately.
Explore Growth03 / BOOKS, TAX & ADVISORY
Strategic Partner
A partner for the decisions ahead.
Starting at$1,350/month
- Everything in Growth
- Quarterly advisory conversations
- Cash-flow & profitability review
- Owner compensation & entity strategy
Adds quarterly advisory on cash flow, profitability, and owner decisions. Return coverage is the same as Growth.
Explore Strategic PartnerStarting prices are subject to a personalized proposal. Transaction volume, entities, state filings, and complexity affect your final scope and fee. Cleanup and prior-year work are quoted separately.
FROM OUR FAMILY TO YOURS
Our family, helping
yours move forward.
Chelsea brings nearly 12 years of public accounting experience across industries. Jesse, a U.S. veteran, supports operations and client relationships. As parents and business owners, we understand why your time, your goals, and your family matter.
We’re especially proud to support small family-owned, women-owned, and veteran-owned businesses—and we welcome anyone looking for a thoughtful financial partner.
Meet Chelsea & JesseLET’S LOOK AHEAD, TOGETHER