TAX, BOOKKEEPING & ADVISORY SERVICES
CPA-led tax preparation, tax planning, bookkeeping, and business advisory for individuals and small businesses. Based in St. Johns County, Florida, our fully remote team works with clients locally and across the country.
PERSONAL, PROACTIVE SUPPORT
Work directly with a CPA who knows the details behind your numbers and helps you plan your next step.
Individual and small business tax preparation for families, self-employed owners, partnerships and corporations. Chelsea Beeman, CPA, helps organize your filing needs, review your documents and prepare your returns. We confirm the entities, tax years and state filings included in your engagement before work begins.
Proactive tax planning helps connect today’s decisions with your next tax return. We review changing income, estimated tax payments and year-end planning opportunities with individuals and business owners. Planning can be scoped as a focused project or included in ongoing support.
CPA-led bookkeeping services for small businesses that need organized, reliable financial records. Monthly support includes transaction organization, account reconciliations and financial statements so you can understand business performance and prepare for tax season. Choose an ongoing package based on your bookkeeping needs.
Catch up on overdue bookkeeping and bring clarity to records that need attention. We begin with a review, identify the periods and accounts needing work, and outline a defined cleanup scope. Cleanup is quoted separately from ongoing monthly bookkeeping and can help prepare your books for tax preparation.
Practical business and tax advisory services for owner-operated businesses. We discuss cash flow, profitability, owner compensation and entity tax considerations in the context of your goals. Ongoing advisory conversations help turn financial information into decisions you can act on.
Support with the tax and bookkeeping side of starting a business, including entity tax considerations and accounting setup. We help you think through how your business will keep records and prepare for its filing responsibilities. Legal documents and legal advice are handled by your attorney.
A SIMPLE, REMOTE EXPERIENCE
Tell us about your business, your family’s tax needs, and what you’d like help with.
We review your needs and outline the services, timing, and fees in a personalized proposal.
Once engaged, connect through our client portal and meet virtually. Your next steps stay clear.
A FEW COMMON QUESTIONS
No. Our practice is based in St. Johns County, Florida, and works fully remotely. We discuss your location, entities and filing needs before confirming the scope of your engagement.
Yes. Bookkeeping cleanup starts with a review and a defined scope. We can discuss cleanup alongside tax preparation and ongoing monthly bookkeeping. Prior-year and cleanup work are quoted separately.
Look for relevant experience, clear communication, a written scope and fees, secure document sharing, and support that fits your business throughout the year. Chelsea Beeman has been a licensed CPA since July 2018 and specializes in small businesses and individuals.
Book a 30-minute introductory call or send an inquiry through our contact page. We review your needs and provide a personalized proposal. After engagement, use the Canopy client portal for tax documents and sensitive information.
LET’S LOOK AHEAD, TOGETHER