Four practices. Five packages. One steady hand.
Browse our full service catalog below. Every engagement begins with a free 30-minute consultation and a written, fixed-fee quote — never a surprise invoice.
Monthly bookkeeping & reconciliation
We close your books every month, reconcile every account to source, and deliver clean P&L and balance sheet reports — usually by the 15th of the following month. Available as a recurring engagement or a one-time clean-up.
- Bank & credit card reconciliation
- Expense categorization
- A/P & A/R tracking
- QuickBooks Online setup & management
- Monthly P&L and balance sheet
Federal & state tax preparation
Returns for individuals, sole proprietors, S-Corps, LLCs and partnerships. We pair each return with quarterly estimate planning so April never feels like an emergency.
- Form 1040 (individual)
- Form 1120-S (S-Corp)
- Form 1065 (partnership)
- Texas Franchise Tax
- Quarterly estimates
- IRS correspondence support
Texas notary public services
Commissioned in the State of Texas. We handle in-office and mobile notarization for contracts, real-estate paperwork, affidavits, and corporate documents.
- Acknowledgments
- Jurats & oaths
- Mobile signing (Houston metro)
- Document copies
- Bilingual signing (EN · ES)
Professional consulting & advisory
Strategic financial advice that goes beyond the close. Cash flow modeling, KPI design, entity structure analysis, and quarterly business reviews.
- Cash flow forecasting
- Budget & KPI design
- Entity structure analysis
- Owner compensation strategy
- Quarterly business reviews
Five packages to fit every stage.
Starting prices below. Final rate depends on transaction volume and complexity — we'll write you a fixed quote after a free 30-minute consultation.
Bookkeeping Essentials
For businesses who need organized, accurate books.
- Reconciliation (1 account)
- Up to 50 transactions / month
- Expense categorization
- Monthly P&L reports
- QBO setup & management
- Email support
Bookkeeping Plus
For growing businesses needing full financial visibility.
- Everything in Starter
- Up to 2 bank/credit card accounts
- Up to 100 transactions / month
- Monthly P&L + Balance Sheet
- A/P & A/R tracking
- Quarterly review call
Bookkeeping + Tax
The complete solution for healthcare professionals & small businesses.
- Everything in Growth
- 50% off annual business tax return*
- Quarterly tax estimates & payment process
- IRS correspondence support
* Tax return discount applies to L&S-prepared returns. Final rate may vary by complexity.
Get startedBooks + Tax
For practices with employees. Full financial management.
- Everything in Pro
- Annual business tax return
- W-2 & 1099 preparation
- Quarterly payroll reports
- Priority 48hr response
Books + Tax + Payroll
Full service plus monthly strategic advisory.
- Everything in Complete
- Monthly payroll processing
- Monthly advisory call
- Cash flow forecasting
- Budget & KPI planning
- 1 notarization / month
All prices are starting rates and may vary based on transaction volume and complexity. A free 30-minute consultation is available to provide your exact written quote before any commitment.
Not sure which package fits?
Book a free 30-minute consultation. We'll review your books, your goals, and write you a fixed quote — no obligation.