Infinity CPA Solutions

Let's work together

My Services

Financial freedom starts here with education and collaboration.

Gain confidence in your business finances to make informed decisions, stay organized, know your profits and pay yourself what you deserve.

You didn't start your creative business to spend your evenings squinting at spreadsheets or wondering if that expense was actually deductible. Rooted gives you the foundation every business needs: books that are accurate and current and a tax season that arrives without dread. We handle the numbers so you can stay focused on the work only you can do.

  • Monthly bookkeeping — transactions categorized and accounts reconciled every month, not just at year-end
  • Monthly financial statements (profit & loss, balance sheet, cash flow) so you always know where you stand
  • Annual tax return preparation, filed accurately and on time
  • A direct line to us for bookkeeping and tax questions as they come up — no guessing, no googling
  • Discounted CFO Strategy Sessions

The foundation every business needs before it can grow.

Build your foundation with clarity and confidence. Bookkeeping + Tax Preparation for the Creative Founder.

Investment Starting at $675/month

Rooted

Clean books and an accurate return tell you what already happened. Tended adds the piece most creative businesses miss: a plan for what happens next. Instead of finding out what you owe in April, we work with you throughout the year to reduce that number and make sure there are no surprises.

  • Everything in Rooted — monthly bookkeeping, financial statements, and tax return preparation
  • Bi-annual tax strategy meetings to review your numbers, catch opportunities, and adjust course before year-end
  • Proactive tax planning built around your actual business — entity structure, deductions, and timing decisions made with intention, not in a panic
  • Quarterly estimated tax calculations so you're never blindsided by a payment
  • Priority support with faster response times

Because good books tell you where you've been — planning tells you where you're going.

Grow your business with strategy and support. Bookkeeping + Tax Preparation + Tax Planning

Investment starting at $950 per month

Tended

For the creative entrepreneur ready to treat their business like the asset it is. Cultivated pairs everything in Tended with ongoing, hands-on strategic support — a true financial partner who knows your numbers as well as you know your craft, and helps you make confident decisions about where the business goes next.

  • Everything in Tended — bookkeeping, tax prep, and proactive tax planning
  • Monthly CFO strategy sessions to review performance, talk through decisions, and set direction together
  • Cash flow forecasting so you can plan hiring, investments, and slow seasons with confidence instead of guesswork
  • Profitability analysis by service, project, or client — so you know what's actually making you money
  • Custom KPI tracking built around what matters most to your specific business
  • Strategic support for major decisions — pricing changes, hiring, expansion, or big investments — with numbers behind every choice

This is the seat at the table — someone in your corner thinking about the business the way you do.

Flourish with a financial partner by your side. Bookkeeping + Tax Prep + Tax Planning + CFO Services

Investment Starting at $2,000 per month

Cultivated

Let's Chat

Let's chat and see if we're a good fit. I love would love to get to know you, your business, and hear about your goals for the future.
Hiring a CPA is a long term relationship and I believe in making sure you'll enjoy working with me.

Wondering what it would look like to have a CPA on your team?

Let's get started!

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