Holistic accounting means that we serve you best through the thoughtful understanding of your whole business and personal values, not just numbers.
Business Setup
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.
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.
Consultation
We understand that one-off questions come up. As a true business partner, we are available to answer questions, problem-solve, and advise.
Concierge Services
We understand that you might not fit into one of these other boxes. Whether you’re not quite ready for quarterly support or really need us to operate as your CFO, we can create a concierge package to ensure you have the support you need.
Greenhouse
Where a Blooming business begins
$298 + State Filing Fee
As you start your business, you’ll need help getting everything set up. This package includes:
- A one-time fee to help you set up your LLC and other registration documents
- One 60-minute phone consultation to discuss your business needs and financials
- 10% off your Sprout or Blossom membership for the first 3 months
Root
Foundations that will help
your business Bloom
Starting at $398 per year
Once you’re established, you will need ongoing maintenance. This package includes:
- Annual tax preparation for your business & personal tax returns
- 10% off first month of Sprout or Blossom package
Sprout
Quarterly support for growing businesses
Starting at $800/year
As you start to see more income and expenses in your business, you will likely need more support. This package includes:
- Strategic planning for your business
- Access to Stephanie to chat about QBO questions, taxes, business issues, and more
- Quarterly tax liability reports
- Up to four (quarterly), 60-minute phone or Zoom conversations per year to analyze your business’ numbers and plan based on facts rather than feelings.
Blossom
Outsource your finances
Starting at $998/month
As the CEO of your business, you’ll wear a lot of hats. CFO shouldn’t be one of them. This service includes:
- Everything included in the Sprout package PLUS…
- Monthly bookkeeping and account reconciliation
- Monthly visual snapshots and insights about your revenue trends, profit margins, and more
- Up to 4 additional 60-minute phone or Zoom coaching sessions with Stephanie per year
- Unlimited Slack or Voxer support from Stephanie
- Annual business tax preparation
Seed Package
On-Demand Consultation Calls
$148 for 60 minutes
We understand that one-off questions come up. This is your opportunity to do an ‘Ask Me Anything’. This service includes:
- 60 minutes of 1:1 time with Stephanie to chat about QBO questions, taxes, business issues, and more
- Anything pertaining to your PPP loans, cash flow, and more
- Assistance setting up your business or changing your business status
- Troubleshooting and answering any other questions you may have
We make sure that we are well-versed in everything small business.