A New Paradigm.
Changing the way we do business. No upsell. Just advice and expertise.
When you outsource your accounting to us, you gain a partner who selects and manages the ideal tech stack—QuickBooks, Zoho, or whatever fits your business best. We deliver clean books, proactive tax guidance, and built-in AI efficiencies as standard. No upsells—just accurate numbers, strategic insights, and a plan for growth.
Accounting
What You Get
• Real-time dashboards & monthly review calls
Tax Planning
What You Get
Business Solutions
What You Get
• Automated workflows (invoicing, reconciliations)
• Custom alerts & reporting
• Zoho Finance Partner & QB ProAdvisor expertise
• Personalized assessment & report, recommendations on out-of-the-box solutions or in-house developed solutions tailored to your business
Changes in the Industry - A Few Words from the Owner
"Here's something important about how we work: Our advisory expertise isn't an add-on service or something we charge extra for. It's integral to everything we do.
While many firms in our industry treat strategic advice as a separate revenue opportunity, we take a different approach. When you work with us, you're getting our full expertise—the insights, recommendations, and strategic guidance that come from years of experience—as part of our core service.
This means you're not getting nickel-and-dimed for the very expertise you hired us for in the first place. You're getting complete service that includes both execution and the strategic thinking behind it.
We structured our business this way because we believe that's what real partnership looks like. When you succeed, we succeed—and that requires us to share our best thinking with you, not hold it back as an upselling opportunity."
-- J. Thomas Lockhart, Owner - Lockhart3AS
Grace Thorn, Machine Operator
Affordable and Thorough
"Justin is thorough, affordable and is always willing to answer any questions and does his best for my needs."
Gary Stump, Amazon Fulfillment Center Employee & Rebecca Freeland, Door Dasher
Patient and Understanding
FAQ
What industries or businesses do you work with?
I specialize in supporting small business owners, freelancers, solopreneurs, and self-employed professionals across a variety of industries—including eCommerce, professional services, creative fields, and trades. My focus is on delivering customized, technology-driven accounting, tax, and advisory solutions that meet the specific needs of each client. Whether you’re local or remote, I ensure your finances are accurate, compliant, and strategically aligned with your goals.
I'm a freelancer with multiple income streams—can you handle the complexity?
Absolutely. I work with clients who have diverse revenue sources, from freelance contracts to online sales, digital products, and investment income. My systems are designed to track, categorize, and analyze each income stream so you always have a clear financial picture. This helps you maximize deductions, minimize taxes, and plan ahead with confidence—no matter how many moving parts your business has.
I've been doing my own books—why should I switch?
Doing your own books works… until it doesn’t. Many self-managed books contain errors, missed deductions, and compliance gaps that can cost you money or cause stress at tax time. By outsourcing, you get:
Accurate, GAAP-compliant records
Time back to focus on running your business
Strategic insights that DIY bookkeeping can’t provide
Plus, my tech-integrated approach means you’ll spend less time on paperwork and more time growing your business.
I'm not tech-savvy—will I need to learn new software?
No worries—you don’t need to be tech-savvy to work with me. I provide easy-to-use tools (or work with the ones you already have) and handle the setup, training, and ongoing support. Many clients simply send their documents and approve reports—I take care of the rest. You’ll get the benefits of advanced financial technology without the learning curve.
What if I only need tax filing, not year-round bookkeeping?
I offer flexible service packages—you can choose tax filing only, or combine it with bookkeeping and advisory for year-round support. Even if we just work together during tax season, I’ll still ensure your return is accurate, optimized, and compliant, and I’ll provide recommendations to make next year’s filing even smoother.
How do you charge—any surprise fees?
My pricing is transparent and upfront—you’ll always know the cost before we start. Rates are based on the scope of work, not hidden charges. For ongoing services, I offer fixed monthly plans so there are no billing surprises. My goal is to give you clarity—not just in your finances, but in how you’re billed.
I've been doing my own taxes—why should I switch?
DIY works great when life is simple. But as your income streams multiply and expenses get more complex, you're likely missing deductions and spending too much time on bookkeeping. We handle the heavy lifting so you can focus on growing your business.
What if I only need tax filing, not year-round bookkeeping?
Many clients start with annual filing and discover the value of ongoing support. Either way, you'll get a post-filing strategy session to identify savings opportunities for next year.
How do you charge—any surprise fees?
Transparent flat-fee packages based on several factors, such as: filing status, number of returns to be filed, and complexity. Advisory calls and complimentary review and summary of results with our clients are part of every package. Depending on your financial situation, a stratagem may be included with tips and suggestions on how to better manage your tax liablity going to into next year.
I'm shopping for a new tax professional—what makes you different?
I take the cases that others may avoid. Several unfiled years, missing wage statements, and other issues that other tax accounts tend to shy away from.
Beyond that, proactive advice is part of every engagement, not an upsell. You'll get quarterly check-ins, custom tax-saving strategies, and direct access to me throughout the year. Plus, I you get the confidence in knowing an experienced professional prepared your return filings instead of being handed off to someone else.
What about Refund Advances?
We do offer the option to get a portion of your refund early through Refund Advances and Transfers. It works the same way as anywhere else. You get your taxes prepared, if you are due a refund, you can apply for an advance and get your money the same day - often within minutes of approval. Refund Transfers are how those advances are paid as well as the service fees for preparation and filing.
Note: This service is available for limited time from February through March.
Additional Services beyond Taxes?
We have partnered with a company that specializes in tax debt resolutions. If you owe in excess of $10k, they will get that resolved for you for a fee. My parthernship with them gets you a reduced fee, and professional specialized service.
Audit protection is another service available to our clients. For a small fee, which is attached to your tax preparation fees, you will be covered by a reputable company that specializes in audit protection - the same level of protection you would get if you filed yourself through TurboTax or another provider.