Expert financial services that support and strengthen your small business at every stage.
Tax Services
As an Enrolled Agent, a federally designated tax professional, we are admitted to practice before the IRS and represent taxpayers for tax resolution. EAs specialize in tax planning, preparation, and compliance for individuals and small businesses. They are uniquely focused on helping clients navigate tax obligations while maximizing opportunities to save and stay compliant.
Recurring Bookkeeping
Maintaining precise financial records is essential for a successful business. Recurring bookkeeping keeps your finances in order, offering transparency, and assurance for better decision-making.
You have dedicated significant time and effort to growing your business. Now is the time to implement a bookkeeping system that enhances efficiency, supports long-term growth, prioritizes compliance, and allows you to concentrate on your core priorities.
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After our discovery call, we will send instructions on how to add our firm as an Accountant user to your QuickBooks account. Once you have added us, we will review your account to provide a personalized quote based on the needs discussed.
An engagement letter will be sent addressing your needs showcasing pricing, deliverables, and standard terms of engagement. Once you have decided to book, you can easily sign and establish automatic payments online through our client portal.
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We will conduct a thorough evaluation of your books to identify potential misstatements and address any process flow concerns.
You will receive a letter with our findings and proposed action items, if any.
Important Note: This does not serve as a financial statement audit. We are not CPAs, and this review is for internal management use only.
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Our packages are as unique as our clients. We work with you to provide the level of service that your business needs. Common needs are:
Expense tracking and categorization with receipt management
Bank and credit card reconciliations
Financial statement preparation
Vendor payment management and 1099 filings
Sales tax filings
Payroll system management and tax filings
Aged receivables management
We offer all clients:
A dedicated client line for calls and texts
A secure client portal with a mobile app for easy receipt and document capture
Financial statements prepared by the 15th of the following month
Direct communication with your tax professional and other business partners to streamline communication
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Our pricing is tailored to your unique needs, with a minimum investment of $300 per month. A personalized quote is provided as part of our discovery process.
Clean Up Bookkeeping
A successful business relies on well-maintained and accurate financial records. Clean-up bookkeeping helps untangle past discrepancies, correct mistakes, and bring your books up to date, giving you a clear and dependable financial outlook.
Disorganized finances can lead to unnecessary stress and missed opportunities. Bringing your records back in order creates a solid foundation for better decision-making, smoother operations, and long-term growth.
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After our discovery call, we will send instructions on how to add our firm as an Accountant user to your QuickBooks account. Once you have added us, we will review your account to provide a personalized quote based on the needs discussed.
An engagement letter will be sent addressing your needs showcasing pricing, deliverables, and standard terms of engagement. Once you have decided to book, you can easily sign and establish automatic payments online through our client portal.
Depending on the scope, we may ask for a partial payment upon signing to begin work. Otherwise, see the Pricing section for more information.
-
We will conduct a thorough evaluation of your books to identify potential misstatements and address any process flow concerns.
You will receive a letter with our findings and proposed action items, if any.
Important Note: This does not serve as a financial statement audit. We are not CPAs, and this review is for internal management use only.
-
Our packages are as unique as our clients. We work with you to provide the level of service that your business needs. Common needs are:
Expense tracking and categorization with receipt management
Bank and credit card reconciliations
Financial statement preparation
Vendor payment management and 1099 filings
Sales tax filings
Payroll system management and tax filings
Aged receivables management
We offer all clients:
A dedicated client line for calls and texts
A secure client portal with a mobile app for easy receipt and document capture
Financial statements prepared by the 15th of the following month
Direct communication with your tax professional and other business partners to streamline communication
-
Our pricing is dependent on your needs, and we do not have a minimum starting price. A quote is generated as part of our discovery process.
Depending on the scope, we may ask for a partial payment upon signing to begin work. Otherwise, we invoice based on billable hours completed each month, billed in arrears. Invoices are sent out on the 1st of each month and are due upon receipt.
Payroll Services
Payroll shouldn’t be a monthly headache—it should be a seamless part of your rhythm. Our payroll services take the guesswork out of paying your team, handling every detail with accuracy, compliance, and care. From setup to filings to ongoing support, we create a process that fits your business, not the other way around. With clear communication and reliable systems, you gain peace of mind knowing your people are paid correctly and on time—so you can stay focused on leading your business forward..
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After our discovery call, we will provide a personalized quote based on the needs discussed.
An engagement letter will be sent addressing your needs showcasing pricing, deliverables, and standard terms of engagement. Once you have decided to book, you can easily sign and establish automatic payments online through our client portal.
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You will complete my questionnaire to provide additional details about your business and other relevant information for the project. We create a strategic and actionable plan to guide us through to completion.
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With deep expertise in small-business payroll, we help you navigate the details that matter most—reasonable compensation planning for owners, clean documentation, accurate filings, and correcting worker misclassifications before they become costly issues. From setup to compliance to ongoing oversight, we ensure your payroll is not just processed, but managed with the precision and foresight your business deserves.
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Our pricing is tailored to your unique needs, with a minimum investment of $330 per month plus software costs. A personalized quote is provided as part of our discovery process.
For infrequent S-Corp sole employee payroll management, expect a minimum investment of $150 per month plus software costs.
Start-Up Quick Start - COMING SOON
Start-Up Quick Start is designed to give new business owners the right-sized financial foundation without unnecessary complexity. This one-time investment sets up essential bookkeeping systems and provides strategic guidance tailored to your business’s needs, ensuring you start strong without overspending on services you do not need.
Getting your finances in order from the beginning saves time, reduces stress, and prevents costly mistakes down the road. With a streamlined, scalable approach, you gain the clarity and structure needed to confidently build and grow your business even before you are ready for recurring bookkeeping.
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COMING SOON
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COMING SOON
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COMING SOON
Operational Support - COMING SOON
Are you struggling to find the capacity to manage daily operations while focusing on growing your business? Highlight Financials offers operational support and virtual assistance designed to free up your time and streamline processes, so you can focus on achieving sustainable growth.
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COMING SOON
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COMING SOON
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COMING SOON
Tailored Consulting
We are more than just bookkeepers—we are partners in your success. Tailored consulting goes beyond the numbers, providing strategic financial guidance and business insights designed to help you streamline operations, increase profitability, and plan for the future.
Every business is unique, and a one-size-fits-all approach does not work. With customized solutions and expert support, we help you make informed decisions that align with your goals, so you can focus on growing your business with confidence.
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After our discovery call, we will provide a personalized quote based on the needs discussed.
An engagement letter will be sent addressing your needs showcasing pricing, deliverables, and standard terms of engagement. Once you have decided to book, you can easily sign and establish automatic payments online through our client portal.
50% is due upon signing to begin work. See the Pricing section for more information.
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You will complete my questionnaire to provide additional details about your business and other relevant information for the project. We create a strategic and actionable plan to guide us through to completion.
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Financial statement review for business acquisitions
Process re-engineering and automation
Policy and procedure creation
Budget planning
Operational change evaluation
And more
We offer all clients:
A dedicated client line for calls and texts
A secure client portal with a mobile app for easy receipt and document capture
Direct communication with your business partners to streamline communication
-
Our pricing is dependent on your needs, and we do not have a minimum starting price. A quote is generated as part of our discovery process.
Depending on the scope, we may ask for a partial payment upon signing to begin work. Otherwise, we invoice based on billable hours completed each month, billed in arrears. Invoices are sent out on the 1st of each month and are due upon receipt.
