ACCOUNTING & BOOKKEEPING

Ongoing accounting and bookkeeping support to help you maintain accurate, organized, and reliable financial records, whether you’re running daily operations or preparing for tax season and reporting needs.

Key services include:

  • Monthly or quarterly bookkeeping

  • Bank and credit card reconciliations

  • General ledger maintenance

  • Chart of accounts setup or refinement

  • Coordination with tax preparation and other advisors

TAX PREPARATION & PLANNING

Tax preparation paired with proactive planning conversations focused on readiness, timing, and understanding obligations—so there are fewer surprises when deadlines arrive.

Key services include:

  • Individual income tax preparation

  • Small business tax return preparation

  • Review of prior-year filings

  • Planning discussions related to life or business changes

  • Guidance on documentation, estimated payments, and filing deadlines

1:1 FINANCIAL COACHING

One-on-one financial coaching for individuals seeking greater understanding, organization, and confidence around their personal finances.

Key areas of focus include:

  • Coaching conversations centered on goals, priorities, and financial questions

  • Budgeting and cash-flow support

  • Organization of personal financial information

  • Financial education and practical guidance

  • Optional follow-up conversations based on client needs

SMALL BUSINESS FINANCIAL SUPPORT

Practical financial support for small businesses focused on organization, consistency, and clear visibility into cash flow and financial operations.

Key services include:

  • Financial setup support for new or growing businesses

  • Coordination of ongoing accounting and bookkeeping activities

  • Support with financial systems, processes, and organization

  • Review and discussion of financial information

  • Coordination with tax preparation and external partners

NONPROFIT ACCOUNTING & FINANCIAL SUPPORT

Accounting and financial support tailored to the needs of nonprofit organizations, with an emphasis on clear reporting, compliance, and responsible stewardship.

Key services include:

  • Ongoing nonprofit bookkeeping and accounting support

  • Financial reporting support for leadership and boards

  • Preparation and coordination support for annual filings (including Form 990)

  • Organization of financial records and supporting documentation

  • Board-ready financial materials

Services are designed to be flexible and tailored to each client’s needs. Engagements may include a combination of the offerings above and typically begin with an initial consultation to determine the appropriate scope and level of support.

Schedule a complimentary consultation

feel confident, informed, and supported — knowing your finances are in expert hands and your goals have a clear path forward.

BOOK YOUR COMPLIMENTARY CONSULTATION

Every great partnership begins with a conversation.

Your complimentary consultation is an opportunity for us to get to know you, understand your goals, and explore how AJ Woods may be able to support you through accounting, tax, or financial services.

Your complimentary consultation includes:

  • A 30-minute virtual conversation focused on your goals and current needs

  • A high-level discussion of your financial or organizational priorities

  • An overview of relevant services that may align with your situation

  • Time to answer questions about process, timing, and next steps

Following our conversation, you’ll receive a brief summary outlining potential service options, proposed scope, and pricing.

Book Now

FAQs

  • We provide accounting and bookkeeping, tax preparation and planning, and personalized financial coaching for individuals, small businesses, and nonprofits.

  • Yes! We welcome new clients year-round and offer a free initial consultation to discuss your goals and needs.

  • Absolutely — we serve clients across the U.S. through secure virtual meetings and digital document sharing.

  • You can schedule directly through our website’s “Book Your Free Consultation” link. You’ll receive a confirmation and Zoom meeting link by email.

  • We offer full-cycle bookkeeping, monthly reconciliations, financial reporting, and QuickBooks setup/training tailored to your organization’s size and needs.

  • Yes. We specialize in nonprofit financial management — from grant tracking and budget design to board reporting and annual Form 990 preparation support.

  • We can coordinate with your preferred payroll or payment platform to ensure accurate, compliant, and timely transactions.

  • Yes — we perform financial reviews to identify risks, improve reporting, and streamline processes.

  • Tax preparation focuses on filing your return accurately and on time. Tax planning is about developing year-round strategies to reduce liabilities and maximize deductions.

  • Yes — we prepare returns for individuals, LLCs, partnerships, S-corps, and nonprofits.

  • We’ll provide a tailored checklist after your booking, but generally you’ll need income statements (W-2, 1099), expense records, prior-year returns, and identification.

  • Yes — we can review previous filings and amend them if necessary to correct errors or claim missed deductions.

  • We start by understanding your goals — whether budgeting, debt management, saving, or business growth — and create a customized action plan with measurable steps.

  • Many start with one or two sessions, then schedule periodic check-ins to track progress or plan for major milestones.

  • Yes. Coaching focuses on education, planning, and empowering you to make confident financial decisions. We don’t sell investment products or manage portfolios.

  • We use encrypted portals for document uploads to keep your information safe and confidential.

  • Pricing varies by service type and complexity. We’ll provide an upfront estimate during your consultation — no surprises or hidden fees.

  • Yes — consultations, document sharing, and invoicing can all be done online for your convenience.