The Ruby Package
An introductory package of basic tax and accounting services designed to streamline your business’s financial planning.
Get the tax & accounting services you need
So you can focus on running your business.
Free up mental energy by outsourcing your bookkeeping and payroll tasks.
Trust that you’re paying the minimum legal requirement to the IRS and maxing your savings with our advanced tax strategies.
Make informed decisions about the future of your company with the help of regular financial monitoring, reporting, and analysis.
Take the first step toward finding financial peace in your business by booking a FREE call with Kimberly.
The Ruby Package
Accounting + Basic Tax Prep & Planning
More Time To Focus On Your Business
When you have a pro handling your basic accounting, you’ll free up time to focus on doing your best work.
Consider Your Taxes Done
Don’t stress about tax filing deadlines or annoying IRS paperwork. We’ll handle your taxes – both personal and business.
Build On A Strong Foundation
Quality accounting and timely, error-free tax returns form the financial foundation of any successful business. Start off strong by trusting an expert with your most important business tasks.
Emerald Expectations Accounting provides…
Stress Free Tax Planning
At Emerald Expectations Accounting, we provide expert guidance on tax strategy, financial wellness, and best practices for better business ownership.
Our happy clients enjoy financial clarity, a sense of inner peace, and the mental freedom to actually have fun running their business again!
Basic Tax Prep + Planning Services
The Ruby Package
This package provides the basic financial services you need to build your business on a strong foundation.
Monthly bookkeeping + financial statements
Payroll processing through Gusto
Individual tax prep
Business tax prep
Business entity review
Owner compensation review
Unlimited portal messaging
$997 / month
The Ruby Package Includes
Introductory Services That Provide Basic Support as Your Business Journey Begins
Let us handle the details so you can focus on the bigger picture.
Save time and free yourself from worrying about meeting deadlines or making costly mistakes.
Basic Tax Planning
Tax planning services (customized according to your selected service level) to reduce your tax liability and plan for the future.
Hassle-free payroll processing through Gusto means everyone gets paid correctly and on time, no matter what.
Unlimited messaging support through our easy-to-use customer portal.
Interested in Working Together?
Here’s how to make it happen:
Answer a few questions and schedule a time for a complimentary call.
We’ll discuss your business goals and how our services can help you achieve them.
Get a Personalized Financial Game Plan
We’ll send you a customized proposal showing you how working with us can transform your life and business.
You’ll learn how working with an expert CFO Advisor + Tax Strategist can increase your business profitability and give you the breathing room to enjoy your life again.
Rediscover Peace of Mind
We’ll get to work organizing your finances, designing a killer tax strategy to keep more money in your pocket, and taking financial stress off your plate so you can focus on doing your best work–anxiety free.