Who We Help

Bookkeeping and taxes.
For business owners.

Running the business leaves little time for books and taxes. Get help with monthly records, overdue books, tax returns or a decision about your business.

Business owner in an architectural materials showroom with her team at work.

Choose support based on the work you need.

We work with established business owners who need regular help with their books and taxes. A small team may still have many accounts and transactions. We review the work you need and agree on the fee and who does what before starting.

Keeping up with the business

Get help keeping your monthly books up to date.

For established owners managing recurring activity, more accounts or a growing team. You need usable books and a dependable routine—not another task left for the end of the month.

Ongoing bookkeeping can organize the agreed accounts and reporting. Choose Core Books, Strategic Finance or Financial Partnership for the level of bookkeeping, financial review and advisory support you need. Tax returns are scoped separately.

Getting the records back on track

Catch up on overdue bookkeeping.

For owners facing missing months, unreconciled balances or reports they hesitate to rely on. You may be changing providers, preparing for taxes or trying to establish where things stand.

Catch-up and cleanup begin with the periods, accounts and records available. We define the project before correcting the books.

Preparing for a tax conversation

Get ready to file your tax return.

For business owners with a return to prepare, questions about missing information or changes in the business that need attention. Tell us about deadlines and any notices early.

Tax preparation starts with confirming the return and information required. Bookkeeping cleanup, planning and other additional work need their own agreed scope.

Use your numbers to make business decisions.

Making a business decision

You have numbers. Now you need to understand what they mean.

For owners weighing a change, reviewing performance or preparing for a financial conversation. You want to discuss the facts and questions before deciding what to do.

Financial Partnership combines monthly bookkeeping with advisory meetings, management reporting, cash-flow review and budget-versus-actual discussions. Additional projects are scoped separately.

  1. Read the reports
  2. Discuss the questions
  3. Agree on next steps
Nonprofit leaders coordinating work at a community education center.

Nonprofit founders, directors & treasurers

Get help with nonprofit records and filings.

Starting an organization and maintaining one bring different questions. Keliyah Solutions supports nonprofit startup education, annual filing needs and financial records that need attention.

Whether you are learning the structure, coordinating a Form 990-series filing or addressing a filing gap, begin with your organization’s status and history. We confirm the appropriate support before agreeing to the work. Start with a 30-minute, $97 consultation. Book a Nonprofit Consultation.

Find the service you need.

Your situation may cross more than one service. You can explore first or talk through the fit with us.

Looking for personal tax preparation? See personal tax support

More than one of these sounds familiar?

You do not need to choose a package or diagnose the issue before getting in touch. Tell us what is happening, which deadlines matter and what you want help understanding.

The free 15-minute call is for service fit. Detailed advice and document review need a separate agreement and fee. Booking does not extend a deadline or confirm that an engagement has begun.

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