01
02
03
04
05
You probably want to work with us if…
You're making money, but have no idea how to make your money work for you.
You're reluctant (or, let's be honest, a little afraid) to let someone peek into your finances and see behind the scenes of your small business.
You're booked out (or close!) and feeling the strain of managing your books on top of everything else.
You want to outsource your finances to ease your workload, but you have no idea if you can actually afford it.
You've signed on new clients, but your bank balance isn't increasing like you expected.
If you’re saying, “Yep, that’s so me…” then let's get to work!
It's so nice knowing that Jackie has it all handled and organized.
haute take studios
“Relief. It's so nice knowing that Jackie has it all handled and organized so I can stay in my lane and focus on the things that I know and do best. Prior to us working together, looking at numbers was always daunting and I had a lot of floating question marks all the time. Even though my business finances are pretty straight forward, it still puts me at ease that I don't have to give it much of my brain space anymore. Your guidance through taxes is equally, if not more, of a relief than keeping tabs on the monthly finances.”
For emerging businesses
The Freelancer
Monthly Tax Support
You want this package if:
You’re confident in handling your books yourself, but you see the value in working with a CPA throughout the year to maximize your tax savings and answer other financial questions that arise.
Here’s everything you get:
Starts at $200 per month
($300 per month if your business is an S-Corp)
Unlimited email access to our team (anytime, anywhere!)
Access to monthly Office Hours (a 30-minute Zoom call with Jackie)
One annual tax strategy call (and 50% off any additional calls)
Full 1099 prep (yep, we’ll handle these for you!)
Your tax return costs (included in your monthly fee)
I truly have full trust in Jackie for all things numbers in my biz!
Coco’s Catalog
"When the business is running as expected, I never have to lift a figurative nor literal finger in tracking expenses, income, etc. Recently, I had a slow down in inquiries and when I reached out to Jackie to make a game plan, she truly went above and beyond in assessing the tangible numbers, and in offering advice to help combat inevitable slow seasons."
For growing businesses
the entrepreneur package
Monthly tax + bookkeeping support
You want this package if:
You want to hand off your taxes and bookkeeping to give you more time to focus on growing your business, while working closely with a CPA to gain the financial confidence you need to make the best business decisions.
Here’s everything you get:
Starts at $650 per month
($750 per month if your business is an S-Corp)
100% done-for-you accounting services
Monthly financial reports
Monthly tax savings analysis
PLUS everything in The Freelancer Package:
Your tax return costs (included in your monthly fee)
Access to monthly Office Hours (a 30-minute Zoom call with Jackie)
One annual tax strategy call (and 50% off any additional calls)
Full 1099 prep (yep, we’ll handle these for you!)
Your tax return costs (included in your monthly fee)
I know exactly where my money is coming in and where it's going.
"I feel great! I have a really clear understanding of all my expense and income categories - I feel like I know exactly where my money is coming in and where it's going. It's let me raise prices on certain packages (where I'm not profiting enough), and shift around our team's tasks and responsibilities to increase profit. Our monthly calls are also SO beneficial! I constantly get the guidance I need to continue pushing forward."
FlyDog Digital
For scaling businesses
The Business Owner Package
Monthly tax + bookkeeping support
You want this package if:
You want to outsource your financial services completely, as your business is already growing (and quickly!), and you’re looking for a partner to help guide you as you hit huge financial milestones.
Here’s everything you get:
Starts at $1,100 per month
($1,200 per month if your business is an S-Corp)
Monthly financial review video
Monthly 1:1 call with Jackie
Payroll processing for your team
PLUS everything in The Freelancer Package:
Monthly tax savings analysis
Access to monthly Office Hours (a 30-minute Zoom call with Jackie)
One annual tax strategy call (and 50% off any additional calls)
Full 1099 prep (yep, we’ll handle these for you!)
Your tax return costs (included in your monthly fee)
Annual profit projections
Unlimited Slack access to our team
PLUS everything in The Entrepreneur Package:
Your tax return costs (included in your monthly fee)
100% done-for-you accounting services
Monthly financial reports
Why Work With The Easterday Group?
Our team has over 40 years of experience providing professional tax and bookkeeping support to small business owners.
Experienced accountants
We’ve got great men and women on our team — but if you’re looking for a female CPA you can trust, Jackie’s your girl.
Approachable women
As parents ourselves, we want to help you grow your own business, so you can have the flexibility to create the family life of your dreams.
Devoted parents
See How Much More Money you Could Make!
Free Quarterly Income Calculator
Want to grow your income? Get a tangible game plan to reach your financial goals by downloading our free Quarterly Income Calculator!
This plug-and-play spreadsheet (with video tutorial) will help you figure out which services to sell, how many of them to sell, and how much to raise your prices to boost your profitability.
Ready to raise your prices?
Here’s What Happens Next
Start with a free 15-minute call with Jackie to chat through your financial goals and see if working with The Easterday Group is a good fit for your business.
1. Book a discovery call
Select your desired service (Freelancer, Entrepreneur, or Business Owner) from your proposal, sign your contract, pay your invoice, and complete your onboarding.
Allow us to manage your taxes and/or bookkeeping on a monthly basis, while you reach out with questions, book 1:1 calls, or join Office Hours as needed.
2. Pick Your Package
3. Let Us Handle The Rest!
Your Ticket to a stress-free tax season
A La Carte Tax Services
individual income tax returns
partnership & S-Corp income tax returns
Start at $950
Let's be honest -- taxes can be the worst (I mean, we love them... but we understand most business owners don't share the love!).
If your books are in order -- we can jump straight into it. And if your books are a bit of a mess (no judgment here!), we will walk you through what needs to happen before we can dive in!
Start at $2,000
Turn over your numbers and take a vacation, enjoy a nap, or catch up on your latest Netflix binge while we work our CPA magic on your taxes.
are you growing quickly?
It may be time to elect s-corp taxation for your LLC
S Corporations can be a powerful tax-saving tool, but they're not right for everyone! You need an expert to help you determine if electing S Corporation taxation is the best move for your business and luckily, we are those experts!
s-corp conversions include
30-min consultation
Customized reasonable salary determination
Full analysis (so that you can see the numbers!)
Preparation of Form 2553 (for the IRS!)
pricing for s-corporation conversions begin at $2,000
S-Corps
Complete Payroll Setup (so you can focus on more important things!)
you've got questions, we've got answers
I just started a new business and I'm not generating much revenue. Do I really need to open a business bank account?
You absolutely need a business bank account, regardless of your incoming revenue. Keeping your business income and expenses separate from your personal expenses and income is the first step in establishing a professional business. P.S. You don't want to wait until you've got a lot of cash coming in to set up your business bank account -- that's a good way to get stressed out and overwhelmed.
How much do I need to save for taxes?
You should be saving 30% of your monthly profit (revenue minus expenses) for taxes. If you're an LLC or sole proprietor, you're responsible for paying 15.5% in self-employment taxes on top of your personal income tax rate.
Does becoming an s-corp save me money?
So much money, yes. When you make an S-Corp election, there are significant tax implications and available savings. Depending on your revenue level, you can save several thousands to tens of thousands of dollars each year in taxes. Overwhelmed by the S-Corp process? We can help you plan and file paperwork to make the process simple and easy!
My books are a mess! Should I get them in order before we start?
Nope! We actually love cleaning up your books — it helps us understand your business model and get ahead of things (like missing W-9s for contractors).
If you choose The Entrepreneur Package or The Business Owner Package, we will include cleaning up your books from January 1 to date (for the current tax year).
If you choose The Freelancer Package and will be maintaining your books yourself, we can chat about a clean-up to get you back on track
What is all covered with tax support?
The preparation and filing costs for your tax returns are all included in your monthly fee. We will even include preparation and filing of up to five 1099s for your contractors (because, well, they're a headache, and our goal is to make your life easier!).
In addition, you will have the opportunity to book a 30-minute Tax Strategy Call mid-year. Bring your yearly numbers, and we’ll chat about things you can implement before year-end to really save at tax time. (Plus, get 50% off any additional calls you wish to schedule.) If you choose The Entrepreneur Package or The Business Owner Package, we will also include a monthly tax savings analysis to help you maximize year-round!
What is all covered with bookkeeping support?
At the beginning of each month, we will dive into your books and classify all of your transactions from the month before. Since we aren't involved in the day-to-day operations of your business, we will occasionally have questions about a few transactions. After you answer those questions, we will thoroughly review your books (compare them to your bank accounts, prior months, etc.), and then send a monthly financial report over to you!
How quickly can I expect a response from you?
We’ve heard the horror stories… accountants who ghosted you for a week, a month, or more. Not the case with us! Whichever package you choose, you’ll get unlimited email support from our team — and we promise to reply within 24–48 business hours. If you opt for The Business Owner Package, you’ll also receive unlimited Slack access for even quicker responses!
What exactly are office hours?
Office Hours are hosted on Zoom once a month for two full hours. Dates vary, but we’ll always give you a good heads-up about upcoming calls so you can plan ahead. Available as first-come, first-served, Office Hours are a great opportunity to ask general bookkeeping or tax questions to Jackie or another of our team members. These questions will be in a public forum, so for more private, specific questions, we recommend booking a 30-minute VIP call with Jackie (As a client, you’ll get 50% off these calls!).
Can I book a 1:1 call with Jackie?
You sure can! With any package, you’ll receive one free 1:1 tax strategy call per year. And if you choose The Business Owner Package, you’ll get one free 1:1 call with Jackie every month. Otherwise, you’re welcome to book a 30-minute VIP call with Jackie at any point throughout the year. These are available for 50% off to our monthly retainer clients.
Do you do one-off projects (annual tax returns, S-corp conversions, etc.)?
Because of the overwhelmingly positive response to our monthly services, we no longer offer one-off projects to new clients. In very rare circumstances, we may be able to provide individual tax return services or S-Corp conversions.
If you have a specific question or service in mind, please book a free discovery call, so we can discuss your goals and what we recommend for your situation!
