BOOKKEEPING / TAX / ADVISORY

Know your numbers.
Move forward with clarity.

Current books. Clearer tax conversations. Someone to help you understand what comes next. Financial support for business owners ready for more than a once-a-year check-in.

15 minutes to discuss your needs and the right service fit.

Business owner seated at her desk in a working office
50+ five-star Google reviews20+ years of experienceIRS Acceptance Agent

Experience you can check.
Read client reviews and verify the IRS listing.

WHO WE WORK WITH

Support for established business owners.

You don’t need a certain revenue number to need better support. You need a financial workload that has outgrown the way it’s being handled.

01 / ESTABLISHED BUSINESS OWNERS

You’re running the business.
And too much of the financial admin.

Your books, tax questions, and providers are taking more coordination than they should. You want a dependable foundation and a clearer point of contact.

  • Recurring bookkeeping
  • Year-round questions
  • Provider transition
02 / BUSINESSES NAVIGATING GROWTH

The business is moving forward.
Your financial setup needs to catch up.

Hiring, more accounts, financing, or new obligations have changed what you need. Get help organizing your records and keeping up with the added work.

  • More moving parts
  • Catch-up needs
  • New decisions
Leading a nonprofit? Your mission comes with distinct financial obligations.Explore nonprofit support

BOOKKEEPING, TAXES & BUSINESS DECISIONS

Know where your business stands.
Plan your next step.

Books, tax questions, and business decisions affect each other. Connecting the work creates a more useful financial picture.

01FROM CATCHING UP

Keep your books current.

Organized, reconciled books give you a starting point for understanding what is happening in the business.

02FROM LAST-MINUTE QUESTIONS

Prepare for tax time.

Bring tax and compliance questions into the year, while there is time to discuss what needs attention.

03FROM CARRYING IT ALONE

Understand your next steps.

Get help interpreting the numbers and defining what to do next, within an agreed scope of support.

FIND THE SUPPORT YOU NEED

What needs attention first?

Start with the part that needs support today. We can discuss how it relates to the rest of your financial work.

01 / ACCOUNTING & BOOKKEEPING

Your books need a dependable routine.

Get help keeping the books organized and current, with catch-up work when needed. Build a more reliable starting point for reporting and tax preparation.

Explore bookkeeping

02 / TAX SERVICES

You need help preparing for tax time.

Find support with tax preparation and questions about your circumstances. Discuss what records are needed and the scope of help that fits your situation.

Explore tax services

03 / FINANCIAL ADVISORY

You have numbers. You need help making sense of them.

Talk through what your financial picture means for the decisions ahead. Get help identifying questions, understanding the numbers, and defining a next step.

Explore advisory

More than one of these sounds familiar?
You can talk through your needs before choosing a service.

Book a Free Discovery Call

IN OUR CLIENTS’ WORDS

Clear explanations.
A helpful person
on your side.

Aryelle Robertson, owner of Keliyah Solutions
Aryelle RobertsonOwner, Keliyah Solutions

Choosing financial support means choosing someone you can ask questions. Here’s how two tax clients describe working with Keliyah Solutions.

Read more client reviews
She explains everything you need to know about the process while doing your returns.
Sherriel T

Google review · Tax preparation
Excerpt via Birdeye

“very helpful, very knowledgeable and very efficient year after year!”
Shantae Jacklyne

Google review · Tax preparation · Excerpt via Birdeye

Wondering what working together would look like for you?

See how getting started works

A CLEARER WAY TO START

You should know what happens
after you decide to move forward.

Changing financial support should not mean handing over records and hoping the transition works itself out.

01

Check Fit

Tell us what is going on, what needs attention, and what you want help with. The 15-minute Discovery Call determines whether Keliyah Solutions can help and what should happen next.

02

Agree on the Work

Before work begins, know what Keliyah Solutions is responsible for, what you are responsible for, what the engagement costs, and what is outside the scope.

03

Make the Transition

Once you move forward, Keliyah Solutions gathers the records, access, and open questions needed to start without making you rebuild the history from scratch.

04

Set the Routine

Know what happens each month, when reviews happen, how questions get handled, and what you are responsible for.

Already have a bookkeeper or accountant? The transition should be planned, not improvised.

See How It Works →

PRICING & SCOPE

See the starting price.
Agree on the work.

Compare the starting cost by service. The final fee depends on your records, the work involved and what needs to be delivered.

Core Books

Starting at$500/ month

Catch-up bookkeeping

Starting at$1,000 / project

Business tax preparation

Starting at$1,250/ business return

Financial Partnership

Starting at$1,500 / month

What affects your final price?

Accounts, transactions, missing records and reporting needs affect your fee. Strategic Finance starts at $850/month; personal tax preparation at $500; diagnostics at $500. Nonprofit services are quoted for your organization.

Starting prices are in U.S. dollars. Monthly tiers include the services listed for that tier; other work is scoped separately. Review your scope, fee and payment terms before work begins.

View pricing details

CHOOSING A SERVICE?

Start with a free 15-minute Discovery Call.

Talk through your needs and determine the right service fit. This call does not include detailed tax advice.

Book a Free Discovery Call

NONPROFIT SUPPORT

Book a Nonprofit Consultation · $97.

Discuss your organization’s needs in a 30-minute consultation, with a summary of the call. The $97 fee is credited toward your organization’s first nonprofit engagement.

Book a Nonprofit Consultation

BEFORE YOU MAKE A CHANGE

Questions about working with us.

Choosing support is easier when you know what to expect. Start with the questions that matter to your situation.

Still unsure which service fits?

Talk it through on a Free Discovery Call
Is my business large enough for ongoing support?

There isn’t one revenue cutoff. The workload matters: accounts to manage, records to keep current, tax questions, and decisions that depend on reliable numbers. The Discovery Call helps determine whether ongoing support makes sense for your situation.

I already have a tax preparer. What would bookkeeping add?

Tax preparation focuses on the return. Bookkeeping keeps financial records organized and reconciled through the year, giving you and your tax preparer a more dependable starting point. We can discuss where support is needed without assuming you need every service.

What if my books are behind or messy?

You can start the conversation with the records you have. Catch-up or cleanup may need to be scoped before recurring work begins. The amount of work depends on the missing periods, available records, and issues that need to be resolved.

Will switching providers mean starting over?

The transition should be planned around your existing records and systems. After fit and scope are confirmed, Keliyah Solutions identifies the access, history, and outstanding questions needed for the handoff. The exact steps depend on your current setup and the agreed work.

How will I share sensitive financial documents?

Don’t include tax records, account details, or identity documents in a public website form. Document collection follows the workflow established for your service. Ask about the submission method and required access before sending sensitive records.

From the Keliyah Solutions blog.

LET’S FIND YOUR STARTING POINT

You don’t have to figure out the right service alone.

Tell us what’s happening in your business and what needs attention. Start with a conversation about fit, scope, and the most useful next step.

Book a Free Discovery Call

15 minutes · A conversation about service fit.
No detailed tax advice is provided on this call.

Book a Nonprofit Consultation

This website uses cookies

We use necessary cookies to operate this website. With your permission, Google Analytics helps us understand which pages are useful and how visitors reach our booking and contact options. We do not use advertising cookies in this setup. You can accept, deny, or customize optional cookies and change your choice at any time. Privacy Policy Cookie Policy