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For startups • Collaborative Accounting • Simple setup

Simple, affordable modern accounting.

Collaborative accounting that keeps you in control: we set up FreshBooks and review monthly so taxes and payroll stay painless

Collaborative Accounting (FreshBooks-Guided)

You keep control of your books; we keep you accurate. We set up FreshBooks, you run day-to-day, and we review monthly so taxes are clean and stress-free.

Guided Setup

Start fast, the right way

We invite you to FreshBooks and walk you through bank connections, categories, and invoice settings.

Monthly Review

Eyes on your books

We scan for uncategorized items, missed reconciliations, and reporting gaps.

Tax-Ready

No April panic

Because your books stay organized, tax preparation is faster, more affordable, and more accurate.

Who We Help

Built for new businesses and owners who want straightforward bookkeeping with guidance.

Just Started

New businesses & solo founders

No accounting system yet? We’ll set up FreshBooks the right way, fast, and show you only what you need.

Easy Setup

Fast configuration

We configure FreshBooks, bank feeds, and categories so you can start quickly.

Growing Teams

Hands-on owners, guided by an accountant

Keep control of your books while we review, advise, and make sure everything stays tax-ready as you grow.

Services

Three essentials that work together: collaborative accounting, tax prep, and payroll.

Collaborative Accounting

FreshBooks-guided bookkeeping

You handle day-to-day; we advise, review, and keep you tax-ready. Simple reports you can actually read.

Tax Preparation

Individual • Schedule C • S-Corp

Accurate prep, smart questions, and e-file. Existing bookkeeping clients get priority in tax season.

Payroll Services

Setup & Filings

Employee onboarding, direct deposit, quarterly/annual payroll tax filings, and year-end W-2/1099 support.

How It Works

  1. Book a free consultation. We confirm fit and pick a plan.
  2. We invite you to FreshBooks. You’ll get the official email to create your login.
  3. Guided setup. We guide in configuring bank feeds, categories, and invoice settings.
  4. Receipts & history. Capture receipts, import past transactions, and follow a simple monthly routine.
  5. Monthly check-ins. We review, flag fixes, and keep you tax-ready.
  6. Add payroll when ready. SurePayroll handles filings and year-end forms.

Simple Pricing

Clear starting points. Final price depends on forms and complexity.

Tax Prep
$69+

W-2s, standard returns, common credits. E-file included.

Book a Free Consultation

Collaborative Accounting
From $55/mo

FreshBooks access, guided setup, monthly review, and support.

Start Collaborative Accounting

Payroll
From $70/mo

Setup, processing, filings, and year-end forms.

Discuss Payroll

Ready to simplify taxes, books, and payroll?

FAQ

What is “collaborative accounting”?
It’s a guided bookkeeping model: you use FreshBooks for daily tasks while we review and advise so your books stay accurate and tax-ready.
Do you offer services remotely?
Yes, secure intake, e-sign, and video calls.
Can I bundle services?
Yes, many clients combine collaborative accounting with payroll and tax prep for a streamlined setup.
Can you help set up FreshBooks for me?
Absolutely. We help configure bank feeds, categories and invoice settings.
Is this a fit for DIY founders and small teams?
Yes. Collaborative accounting is designed for owners who want a simple, modern system with an accountant’s guidance and monthly review, so your books stay accurate without going full service.