Master your accounting and taxes—with someone by your side.

DoneWithYou

Accounting & Taxes. DoneWithYou.

You started your business because you're good at what you do.

You shouldn't have to spend the entire year worrying about whether you're tracking the right things, paying the right taxes, or doing your accounting correctly.

DoneWithYou gives you a step-by-step system for managing your business finances—with someone right there to guide you along the way.

You don't have to become an accountant to run a financially organized business. We'll show you: What to track. How to track it. Why it matters. When to pay it. What to ask.

You get:

TOOLS
Customized spreadsheets and tools to help you track and organize your finances.

SUPPORT
Monthly meetings, Google Sheets communication, and video guidance to help you understand exactly what to do.

TAX FILINGS
We handle your agreed-upon tax filings, including sales tax, quarterly tax calculations, and federal and state income tax preparation.

What We'll Help You Master:

  • Geometric drawing of an outline square with sections divided by vertical, horizontal, and diagonal lines.

    Know What to Track

    We'll help you set up your accounting records, organize your finances, and learn how to track the information you need throughout the year.

  • Geometric drawing of an outline square with sections divided by vertical, horizontal, and half circle lines.

    Know Your Numbers

    Understand your revenue, expenses, profitability, job costs, and business investments.

  • Geometric drawing of an outline square with sections divided by vertical, horizontal, and circle lines.

    Know Your Tax Responsibilities

    Stay on top of sales tax, quarterly estimated taxes, and year-end tax requirements.

  • Geometric drawing of an outline square with sections divided by vertical, horizontal, and diagonal lines.

    Know Your Options

    We'll help you understand important tax and accounting considerations, including whether your current business entity is right for you.

  • Know You're Prepared

    Keep the accounting and tax records you need throughout the year—so you're not scrambling when tax time arrives.

Set Up

·

Organize

·

Learn

·

Meet

.

Stay Ahead

.

File

.

Set Up · Organize · Learn · Meet . Stay Ahead . File .

Imagine Getting to Tax Time Without the Stress.

Not DIY. Not Completely Done‑For‑You. DoneWithYou.

You don't need to become an accountant. And you don't need to hand everything over and hope someone else is taking care of it. We'll teach you what you need to know, give you the tools to stay organized, walk through it with you, and handle the tax filings that are part of your service.

We'll show you. We'll guide you. We'll answer your questions. We'll do the tax filings. That's DoneWithYou.

Built for business owners who want to understand their numbers, DoneWithYou is especially helpful for small-business owners in the trades and other businesses where knowing your numbers matters every day. Whether you're an electrician, plumber, contractor, or another small-business owner, we'll help you build financial habits that support your business—not overwhelm you.

Know your numbers.

Stay ahead of your taxes.

Run your business with confidence.

DoneWithYou.

What you get

  • Clear systems for tracking income, expenses, and job costs

  • Regular check‑ins to keep records organized and up to date

  • Training on the essentials you need to understand your cash flow and profitability

  • Help estimating and setting aside taxes so there are no surprises

  • Preparation and filing of required tax returns as part of the service

  • A trusted partner to answer questions and guide decisions

Instead of wondering:

  • "Did I track everything?"

  • "Did I pay my sales tax?"

  • "How much should I set aside for taxes?"

  • "Am I doing this correctly?"

  • "What does my accountant need?"

You'll know. You'll have a system. You'll have organized records. You'll understand your numbers. And you'll have someone in your corner.

The DoneWithYou Method

STEP 1

Set Up

We'll establish your accounting records, tools, spreadsheets, and tracking system.

STEP 2

Organize

We'll help you get your financial information organized and establish good recordkeeping habits.

STEP 3

Learn

We'll teach you what you need to know to track your finances properly.

STEP 4

Meet

We'll meet monthly to review your progress, answer questions, and walk through what needs to happen next.

STEP 5

Stay Ahead

We'll help you stay on top of sales tax, estimated taxes, accounting records, and tax planning throughout the year.

STEP 6

File

When it's time for your tax filings, we take care of them for you.

Let's Chat