Nacondra has saved me over $12,000 in mistakes that my former accountant and bookkeeper made.
She actively reaches out to make sure I'm on track, and she is always available to answer my questions (no matter how basic or specific).
Carolyn Lyden
Search Hermit
Founder Financial Support
Clean Books | Tax Planning | Clarity
Ongoing support for service-based founders who want their taxes handled, their books clean, and a clear picture of their business. There are two ways to work together.
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Services Offered:
Offering #1: Full Partnership
For business owners who want their taxes, books, and numbers handled in one place. Because I already know your numbers, tax season is streamlined, not stressful.
- Quarterly estimated tax calculations
- Business and personal tax returns (federal and state)
- Help with IRS and state notices
- Monthly categorizing and reconciling of your accounts using Quickbooks Online
- Detailed monthly financial reports: profit and loss, balance sheet, and cash flow statement, plus key data and insights
- Two meetings per year, with the option to upgrade to four
Offering #2: Tax Planning + Prep
For business owners who keep their own books but want an expert handling their taxes all year, not just in April.
- Quarterly estimated tax calculations
- Business and personal tax returns (federal and state)
- Help with IRS and state notices
- Two meetings per year, with the option to upgrade to four
You keep your books in an Accounting software or a spreadsheet.
*Built for service-based founders running sole proprietorships, single-member LLCs, and S corps.
OUR PROCESS
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Book a Free Call
We begin with a consultation to understand your needs, goals, and challenges. This helps us determine the best way to serve you and ensure we’re the right fit.
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onboarding call
Next, we’ll schedule an onboarding call to dive deeper into your business, your goals, and your priorities. This ensures we’re aligned from the very beginning.
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we do the work
Whether you engage for tax prep, bookkeeping, or both, you’ll be fully supported.
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ongoing clarity
With your numbers cared for, you can move forward in your business with clarity and calm, whether that looks like focusing on your clients, scaling with intention, or simply knowing everything is in order.
My family is literally blessed to have Nacondra Moran in our lives.
She takes care of all of my bookkeeping so that I don't have to stress or worry about it which allows me to focus on my business instead.
I am so grateful for Nacondra's expertise and highly recommend her!!!
Michelle Rohr
Secret Owl Society
Fractional Financial operations for organizations
In addition to working with founders, I partner with organizations and growing teams who need experienced financial leadership but do not require a full-time CFO.
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Fractional financial leadership for nonprofits, mission-driven organizations, and growing teams that need more than a bookkeeper but don’t need a full-time CFO.
I work alongside your leadership team and board to keep your financial operations organized, accurate, and ready for the decisions ahead.
This work may include:
- Board meeting financials, and presenting them to your board
- Annual budgets, cash flow tracking, and budget-to-actual reporting
- Audit preparation and support
- Internal controls and approval processes
- Grant and program expense tracking
- Payroll, benefits, and vendor oversight
- Multi-entity and multistate financial management
- Monthly bookkeeping, reporting, and close processes
*Engagements are structured individually, and I work with a limited number of organizations at a time.
