Bring Peace of Mind.
Our services
💼 Bookkeeping Services
Stay organized, audit-ready, and stress-free with professional bookkeeping tailored for entrepreneurs, small business owners, and creative professionals.
✔ Monthly transaction categorization
✔ Financial statements (P&L, Balance Sheet)
✔ Bank and credit card reconciliations
✔ Support for tax prep and business decisions
🧾 Tax Preparation & Filing
Take the stress out of tax season with year-round support and strategic preparation.
✔ Individual & Small Business Tax Returns
✔ Sole Proprietors, LLCs, S Corps
✔ 1099 Contractor Reporting
✔ IRS e-filing & Deadline Reminders
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🛡️ Life Insurance Services
As a licensed life insurance agent, I help families and business owners protect their legacy and grow wealth.
✔ Term, Whole, and Indexed Universal Life (IUL) Policies
✔ Legacy & Income Protection
✔ Tax-Advantaged Wealth Strategies
✔ Policy reviews and Designed illustrations
✔Licensed State: AZ, CA, CO, FL, NM, OR, TX, WA
👥 1-on-1 Consulting Sessions
Need tailored guidance for your finances, business systems, or personal money strategy? I offer focused consulting that moves you forward.
✔ Bookkeeping & Budget Coaching
✔ Tax Readiness & Planning
✔ Life Insurance Guidance
“I underestimated how hard it would be adjusting to working from home, but with Dr. Schell’s help, I was able to regain focus.”
— OLIVIA R., CLOVE CLIENT
