Prospera Strategy Boutique Accounting Firm Logo

Accounting Solutions

without all that irrelevant fluff.

Because every industry is different. Every team is different. Every business is different.

You may be an expert in your field, but accounting?

...that's definitely not your wheelhouse.

Your business might have started small, where doing things yourself was a necessity. But now your business’s yearly revenue has continued to grow (hello $150K, then $350K, then $500K, and beyond). The growth just keeps coming, but you know that you and your existing team aren’t the expert accounting team your business deserves.

.

As the business grows, so does the nuance in its finances. What used to be a simple game of addition and subtraction is becoming a much more complex equation, and every week, month, and year leaves you…

Guessing how much your quarterly taxes will be.

Then praying you won't be hit with a big penalty for guessing incorrectly. What you really need is someone to tell you how much to pay based on your business's revenue and growth.

Spending too much time running (and rerunning) payroll.

because it’s definitely not in your zone of genius and you need to delegate payroll to a team of people who can process it efficiently and correctly.

Navigating that tax code alphabet soup.

W-9, W-2, 1099, and all the rest of it! Wishing you had a team of financial experts to answer questions and make the necessary processes happen.

Sick of matching transactions.

It's the last thing you want to do, so it's the last thing you do. You really just want someone to come in and make everything find its place in QuickBooks.

Our team of accounting professionals is here to help you achieve your business financial goals and leave behind the chaos and confusion of doing it all in-house.

Sound like what you’re looking for?

Working with Prospera has been nothing short of transformational.

Caitlynn and the team didn’t just offer accounting services—they gave me clarity, confidence, and control over my finances. I went from being terrified to even look at my numbers (let alone owe money to the IRS) to feeling empowered in my relationship with money.

Caitlynn guided me every step of the way—teaching me how to do my own bookkeeping, handling both my business and personal taxes, and becoming the one-stop shop I didn’t even know I needed. Her care, precision, and education-first approach have completely changed how I run my business and manage my personal finances. Hiring Prospera wasn’t just a smart business move—it was the best financial decision I’ve ever made for my family and for my own peace of mind.
Carolina Sotomayor
Reiki Master & Podcast Host

No fluff. Just the essential stuff.

Have you ever heard an accountant refer to “clean” books? Or “colors of money”? As much as it sounds like someone’s dusting off dirt–it really means just making sure all your money is accounted for appropriately, and that you can easily see what is profit (and what is loss.) After helping hundreds of businesses and reconciling millions and millions of dollars, we’ve learned that keeping your books “clean” means an easy end-of-year. 

Which is why we include the following size essential services with all of our accounting services:

Monthly Bookkeeping

No more waiting until the end of the quarter (or even the year) to categorize your expenses! We’ll log in each month to organize all the transactions for your business within your QuickBooks account.

Receipt Management Software

Upload your receipts and keep them safe. And our team will be able to match them with your transactions during your account reconciliation.

Account Reconciliations

Our bookkeepers will review and reconcile up to five credit card or account transactions and ensure that your books are accurate and clean. (Which makes tax season a breeze!)

Monthly Financial Reports

Each month, you’ll receive a report detailing your profit and loss for the month and the year-to-date totals. Which means you’ll always have a pulse on your business's financial status.

Done-for-You 1099 Preparation

At the end of the year, our team will handle preparing and sending 1099s to all of your contractors in compliance with Federal Tax Regulations.

Year-End Financial Statements

With the year at a close, it’s time to see how everything adds up. Our team will compile and send a Profit & Loss Summary Report with all the details.

Unlimited Email Questions & Support

We know you’ll have questions along the way, and we want to make sure you have all the facts. That's why you’ll be able to email our team with all your questions. With your question in hand, our team will be in touch within 2 business days with answers.

Ready to get started?

**Plans starting at $500 billed monthly

Architecture HVAC Construction Roofing Consulting Online Services Coaching Restaurant Legal Firm Medical Office Plumbing Marketing Agency Interior Design Therapists Pet boarding, grooming, walking Real Estate Rentals Painting Landscaping

Whatever your industry,

We’re here to provide accounting support where you need it most.

Everything about your business is different from the businesses around you. Your team, your products and services, your revenue, your speed of growth, your tax liability. EVERYTHING. Which is why we tailor all of our accounting services to the exact needs of your business.

Running that company card practically every minute?

You’re unique company's needs to acquire materials, and keep things running may mean you need a bookkeeping solution that’s more frequent than once a month.

Need to delegate payroll, and/or bill pay?

That’s not a problem! Our team utilizes Gusto to manage payroll support and you can always upgrade to include bill pay.

Collecting Sales tax for your physical products?

Our team can help you file sales tax according to your state's regulations, which could be a great addition to your accounting package.

Getting behind on invoices and just need consistency?

Our bookkeepers are here to assist you with project tracking and progressive invoicing.

Need insight on what your numbers are showing?

Adding quarterly or monthly financial debriefs is a great way to get insight on what’s happening and where to focus your attention to make tweaks and improvements.

Does everyone have a company card that needs attention?

If your team members are out making sales (and swiping their cards) you might need us to reconcile more than the standard five accounts

Want to learn how Prospera Strategy can support your business?

**Plans starting at $500 billed monthly

Working with Prospera has been nothing short of transformational.

Caitlynn and the team didn’t just offer accounting services—they gave me clarity, confidence, and control over my finances. I went from being terrified to even look at my numbers (let alone owe money to the IRS) to feeling empowered in my relationship with money.

Caitlynn guided me every step of the way—teaching me how to do my own bookkeeping, handling both my business and personal taxes, and becoming the one-stop shop I didn’t even know I needed. Her care, precision, and education-first approach have completely changed how I run my business and manage my personal finances. Hiring JustProspera wasn’t just a smart business move—it was the best financial decision I’ve ever made for my family and for my own peace of mind.
Carolina Sotomayor
Reiki Master & Podcast Host

Wondering how to get started and get details on how Prospera Strategy can support your business?

Share Some Details & Book a Consultation

Get started by sharing a bit about yourself, your business, and essential financial information. Then, select a time to meet with a member of our team to discuss your unique accounting needs.

Chat With a Member of Our Team

On the day of your consult, we’ll discuss your business accounting struggles, your goals, and which Prospera Strategy solutions would best fit your business needs.

Make the Right Decision for you

Then we’ll leave it up to you as to whether working with Prospera Strategy is the best solution for your business. Because we understand that finding that just right fit is important.

**Plans starting at $500 billed monthly

Psst...

Want our 5 favorite tax tips?

We know everyone isn't quite as nerdy about numbers like our team, but some of our most frequently asked questions tend to be about taxes. So we want to share our faves. Enter your email below, and we'll send them over!