Holistic Accounting Services for Small Businesses

Holistic accounting means that we serve you best through the thoughtful understanding of your whole business and personal values, not just numbers.



Whether you need us to manage your QuickBooks account or just need an occasional checkup to make sure everything is in order, our bookkeeping services ensure your numbers are airtight. Proper bookkeeping is the foundation of your business’s financial well-being - Bloom’s approach is totally customizable and designed around what you need.

Tax Preparation

When it comes to tax preparation and filing services, Bloom’s approach is more than transactional – it’s strategic. We examine the big picture to find small details, which leads to better informed financial decisions.

Business Setup & Consultation

We help clients with the process of getting their business up and running or making fundamental changes. From registering your company in your state to obtaining an EIN and electing the best tax status for you, we not only help you with the ins and outs but understand why each step is best for you.

Concierge Services

As a true business partner, we are available to answer questions, problem-solve, and advise. We understand that you might not fit into one of these other boxes. Whether you’re not quite ready for monthly bookkeeping or really need us to operate as your CFO, we can create a concierge package to ensure you have the support you need.

  • Starts at $200 per month
  • Starts at $150 for individual returns
  • Starts at $400 for Partnership & S-Corporation returns
  • $100, or included if you are a tax prep client
  • Custom pricing based on your needs
Partnership and S-Corporation Returns

Preparation of business tax returns start at $400. This includes Federal + 1 state return.


We make sure that we are well-versed in everything small business.