Start with Monthly Services
For businesses ready to keep their bookkeeping and taxes handled throughout the year. Current, reasonably accurate books can move straight into onboarding—no unnecessary cleanup.
Explore Monthly PackagesCPA-led firm · Owner-operated service & trade businesses
Your business taxes shouldn't be a surprise.
Tax-ready bookkeeping, business and applicable personal tax returns, and responsive support from one CPA-led firm. For owners busy running service and trade businesses.
One form • Video meeting with Trevor • Confirm scope and pricing
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Monthly accounting & tax
Example at $500,000 annual business revenue
Bronze
$650 / month
Monthly books, business and applicable personal returns, annual review and routine support.
Silver
$1,000 / month
Everything in Bronze, plus quarterly planning, payroll and sales tax filings.
Gold
From $1,300 / month
Everything in Silver, plus monthly reviews and bill pay, invoicing and AP/AR support.
We confirm the fee for your actual business and scope, including Gold’s back-office needs. Historical cleanup or catch-up is quoted separately.
Reviews
Small business owners who feel prepared before tax season.
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Owner & President
About the firm
CPA leadership, a responsive team, and long-term client relationships.
Trevor Haug leads a team that connects your bookkeeping and tax work. You can ask routine accounting and tax questions throughout the year, with reviews and planning on your package’s cadence.
Need one specific thing? See business tax preparation, tax planning or bookkeeping cleanup.
Before tax season
Stop finding out what you owe after it's too late to plan.
Current books support informed tax decisions. With Silver and Gold, quarterly projections and planning help evaluate legitimate opportunities before year-end. A one-time projection can also be quoted separately.
Tax surprises
No projection · no time to prepare
Your return gets prepared after the year is over, but no one told you what was coming. Current books and timely projections help you prepare earlier.
Disconnected books and taxes
Two providers · no complete picture
When the bookkeeper and tax preparer work separately, important context gets lost. We keep both responsibilities with one team using the same information.
Books behind at tax time
Cleanup project · rushed filing
We keep books accurate, current, organized, and tax-ready so filing season does not begin with months of reconstruction.
A reactive or unavailable accountant
One annual conversation · unanswered questions
You have a responsive team throughout the year to help with routine tax and accounting issues and evaluate legitimate planning opportunities before year-end.
A clear path from your inquiry to agreed work.
- 01
Send your quote request
Complete the one-page form about your business and what you need. Once your details are saved, scheduling is the required next step.
- 02
Meet Trevor by video
Schedule your video meeting with Trevor Haug, CPA after your details are saved. Discuss fit and confirm the monthly package or fixed project scope and fees before engagement.
- 03
Arrange a secure handover
After engagement, authorize QuickBooks Online and TaxDome access. We help coordinate information with your prior accountant.
- 04
Agree the starting point
Confirm covered periods, responsibilities and a start date, then begin the agreed work.
Current books may move directly into ongoing work. Historical catch-up can be a separate project, with no obligation to continue monthly service.
Whether you're getting caught up or staying ahead, we're here to help.
Get Your Books & Taxes Caught Up
Behind on bookkeeping or tax returns? Complete the necessary historical work first, then choose ongoing service if you want it. Historical projects are generally priced separately.
Explore One-Time ProjectsStart with a One-Time Project
Need a tax return, a tax projection, or help with a specific accounting issue? Start with the service you need today, even if you already have an accountant. No monthly commitment required.
Get a Project QuoteOur promise to you
Three guarantees, not just promises.
You shouldn't have to worry about whether your accountant will deliver. These guarantees apply to applicable ongoing services under our engagement terms, not automatically to one-time projects.
30-Day Satisfaction Guarantee
If you're not happy with your first month of ongoing service, we'll refund those fees. If we've already completed a significant one-time project — such as a full books cleanup or tax return — its value is deducted from the refund.
No Long-Term Contracts
Cancel anytime with 30 days' notice. We earn your business every month — never lock you in with setup traps or exit fees.
Late-Filing Penalty Coverage
For applicable ongoing services, firm-caused late-filing penalties may be covered under our engagement terms, provided you supply complete information and approvals on time. Coverage is not a blanket promise for every return, penalty, or interest charge.
30 days
Satisfaction guarantee
10+ years
Of small business accounting
Month-to-month
No long-term contracts
Referral partners
Bankers, attorneys, insurance agents, and advisors — refer with confidence.
When you send a small business owner our way, we help them address straightforward bookkeeping and tax needs within an agreed scope.
Learn about our referral program →Their books get clean.
Reconciled on your package cadence, ready for any conversation.
Compliance stays tight.
We coordinate agreed filings with timely client information and approvals.
You stay in the loop.
Updates with your client’s permission, limited to what they authorize.
We stay in our lane.
Accounting, tax, payroll. Nothing else.
Where we're located
A virtual-first firm — with real Midwest roots.
We serve small business owners across the United States from our staffed headquarters in Fond du Lac and offices in Menomonee Falls and Minneapolis. Our team works primarily online through the client portal and video calls. In-person meetings can be arranged beforehand; requesting a quote does not require a meeting.
Office
Minneapolis, MN
Twin Cities
2817 Anthony Ln S Suite 307BMinneapolis, MN 55418
(612) 416-1223
New clients start with a video meeting. Office visits by prior appointment.
Office
Menomonee Falls, WI
Greater Milwaukee
N89W16785 Appleton Ave Suite 12Menomonee Falls, WI 53051
(920) 259-2126
New clients start with a video meeting. Office visits by prior appointment.
Staffed headquarters
Fond du Lac, WI
East Central Wisconsin · Staffed headquarters
17 Forest Ave Suite 018Fond du Lac, WI 54935
(920) 259-2126
New clients start with a video meeting. Office visits by prior appointment.
Common questions
Questions small business owners ask before switching.
How is my scope and price confirmed?
Monthly prices depend on annual business revenue and service scope. We confirm fees before work begins. Historical cleanup and catch-up are quoted separately; Gold's additional back-office scope affects its final fee.
Can I switch from another accountant?
Yes. After engagement, we explain the secure access and records needed and help coordinate with your prior accountant. We agree which periods and filings we will cover before beginning work.
What if my books are behind?
We can quote cleanup or catch-up as a separate project. Current, reasonably accurate books may move directly into ongoing work. Continuing monthly service after a project is optional.
Which accounting and payroll software do you use?
Bookkeeping uses QuickBooks Online; payroll, where included, uses Gusto. We help with setup and transitions. Documents are shared securely through TaxDome after engagement, not uploaded through the public quote form.
Can I start with just one project?
Yes. QBO cleanup, catch-up bookkeeping, business and applicable personal tax returns, and tax projections are available as agreed one-time projects without a monthly subscription.
Do I need an office visit or consultation?
Complete the form, then schedule a video meeting with Trevor Haug, CPA to discuss fit, scope and pricing before engagement. No office visit is required. In-person meetings by prior appointment.