What We Offer (By Referral Only)

We provide comprehensive accounting and advisory services to long-term clients who come to us through trusted introductions.

Our core services include:

• Tax Preparation & Strategy – personalized, year-round support with Liz’s direct oversight. We advise and implement strategies on entity structure, payroll, withholdings, long-term tax planning, stock transactions, and much more. 
  

Bookkeeping & Advisory – monthly reporting that helps you understand your numbers, with practical guidance and structure tailored to each client’s goals. We can handle  Accounts Receivable, Accounts Payable, Sales Tax, Payroll, Workers Comp Audits, Local Business Registrations and Permitting, and much, much more.

Important Note

We keep our client list intentionally small so that Liz can remain directly involved.
We do not take unsolicited clients, discovery calls, or inquiries from the general public.

To work with us, you must be referred.
Send your inquiry by email and CC your referrer.

If you don’t have a referral, we will recommend  you to a professional from our Liz I’s All Biz Alumni Network who has trained under our methods and upholds our standards.