BOOKKEEPING & ACCOUNTING SOLUTIONS

Making Numbers Easy &

Relatable for Business

Owners

We provide Bookkeeping & Accounting support for Your

Business so that you can focus on what you are great at-

which is operating your BUSINESS

BOOKKEEPING & TAX SOLUTIONS

Making Numbers Easy &

Relatable for Business

Owners

We provide Bookkeeping &

Accounting support for Your

Business so that you can

focus on what you are great at-

which is operating your BUSINESS

Accurate & Reliable

Financials you can trust to make decisions.

Saves Time & Reduces Stress

We handle the numbers so you can focus on your business.

Better Financial Clarity

Understand your numbers and grow with confidence.

Dedicated Support

Personalized service and responsive communication.

Accurate & Reliable

Financials you can trust to make decisions.

Saves Time & Reduces Stress

We handle the numbers so you can focus on your business.

Better Financial Clarity

Understand your numbers and grow with confidence.

Dedicated Support

Personalized service & responsive communication.

How We Can Help

Monthly Bookkeeping

Support

Ongoing bookkeeping to keep your finances accurate and up to date.

Bookkeeping

Catch-Up/ Clean-Up

Behind on your books?

We'll clean them up and get you back on track.

1099

Issuance

Accurate and timely

1099 preparation for your business.

Individual Tax

Preparation

Personal tax preparation with accuracy and

expertise.

Business Tax

Preparation

Tax strategies and preparation to help your business thrive.

How We Can Help

Monthly Bookkeeping Support

Ongoing bookkeeping to keep your finances accurate and up to date.

Bookkeeping

Catch-Up/ Clean-Up

Behind on your books?

We'll clean them up and get you back on track.

1099

Issuance

Accurate and timely

1099 preparation for your business.

Individual Tax

Preparation

Personal tax preparation with accuracy and

expertise.

Business Tax

Preparation

Tax strategies and preparation to help your business thrive.

ABOUT ME

Hi, I'm Charlene Assam, CPA

I am originally from Cameroon in Central Africa. I earned my Accounting degree and MBA from the State University of Oswego and became a licensed New York State CPA at 22. My career journey includes working in both public accounting and industry with experience working for top 5 technology firms in the world, where I developed a deep understanding of financial systems and strategies.

All these experiences led me to find my passion in truly helping individuals and businesses make sense of their money. Numbers have always made sense to me they tell a story, solve problems, and create opportunities...

ABOUT ME

Hi, I'm Charlene Assam, CPA

I am originally from Cameroon in Central Africa. I earned my Accounting degree and MBA from the State University of Oswego and became a licensed New York State CPA at 22. My career journey includes working in both public accounting and industry with experience working for top 5 technology firms in the world, where I developed a deep understanding of financial systems and strategies.

All these experiences led me to find my passion in truly helping individuals and businesses make sense of their money. Numbers have always made sense to me they tell a story, solve problems, and create opportunities...

Our Packages

STARTER

Ideal for solo providers and new companies.

$400 / month

Reconciliation of Checking, Credit Card or Payment Processing Account; up to 2 Accounts

Monthly Financial Statements; Profit & Loss Statement and Balance Sheet

Monthly 1 on 1 Financial Review Meeting

Categorizing up to 100 monthly transactions

GROWTH

Best for growing companies with steady clients.

$700 / month

Everything in Starter Package

Reconciliation of Checking, Credit Card or Payment Processing Account; up to 4 Accounts

Categorizing up to 200 monthly transactions

Monthly 1 on 1 Financial Review Meeting

Cash Flow Insights

Dedicated CPA Support

PREMIUM

Perfect for multi-location or higher-volume companies.

$1,200/ month

Everything in Growth Package

Categorizing all monthly transactions

Reconciliation of Checking, Credit Card or Payment Processing Account

Full Accounts Receivable Management

Accounts Payable Management  

Dedicated CPA

Quarterly Financial Strategy Sessions 

What Clients are Saying

What Clients are Saying

Our Packages

STARTER

Ideal for solo providers and new companies.

$400 / month

Reconciliation of Checking, Credit Card or Payment Processing Account; up to 2 Accounts

Monthly Financial Statements; Profit & Loss Statement and Balance Sheet

Monthly 1 on 1 Financial Review Meeting

Categorizing up to 100 monthly transactions

GROWTH

Best for growing companies with steady clients.

$700 / month

Everything in Starter Package

Reconciliation of Checking, Credit Card or Payment Processing Account; up to 4 Accounts

Categorizing up to 200 monthly transactions

Monthly 1 on 1 Financial Review Meeting

Cash Flow Insights

Dedicated CPA Support

PREMIUM

Perfect for multi-location or higher-volume companies.

$1,200/ month

Everything in Growth Package

Categorizing all monthly transactions

Reconciliation of Checking, Credit Card or Payment Processing Account

Full Accounts Receivable Management

Accounts Payable Management  

Dedicated CPA

Quarterly Financial Strategy Sessions 

What Clients Are Saying

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