We recommend…

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

For the new business in need of a simple tax and accounting approach.

This package provides the basic financial services you need to build your business on a strong foundation.

What’s Included


Monthly bookkeeping + financial statements


Payroll processing through Gusto


Individual tax prep


Business tax prep


Business entity review


Owner compensation review


Unlimited portal messaging

Starting at

$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.

Tax Prep

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.

Portal Support

Unlimited messaging support through our easy-to-use customer portal.

Interested in Working Together?

Here’s how to make it happen:

Let’s Meet

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.