Most small business owners juggle three different providers for bookkeeping, taxes, and business advice — and pay the price every time those three don't talk to each other. We bring it all under one roof.
Accurate. Current. Decision-ready.
Your books are either an asset or a liability. When they're current, accurate, and structured the right way, they're a tool for making confident decisions every month. When they're not, they're a year-end emergency that costs you in stress, taxes, and missed opportunities.
We handle the full bookkeeping cycle so you don't have to think about it — and so your tax preparer (whether that's us or someone else) inherits clean data instead of a puzzle.
Year-round strategy. Multi-state expertise.
The biggest mistake we see? Treating taxes as a once-a-year event. The decisions that lower your tax bill — entity structure, retirement contributions, depreciation timing, estimated payments — are all made before December 31st.
We prepare federal and multi-state returns for individuals and small businesses. More importantly, we plan throughout the year so April is a calculation, not a surprise.
Vision to legal entity to ongoing growth.
Most founders pick an entity type because someone told them to — and live with the tax consequences for years. We start with your actual situation: revenue, owners, state of operation, plans for payroll, plans for outside investment — then recommend the structure that fits.
And we don't just file the paperwork. We help you understand what owning an LLC vs. an S-corp vs. a C-corp will actually mean for your taxes, your liability, and your day-to-day operations.
Field service that talks to the books.
For trades and field-service businesses — plumbers, electricians, HVAC, landscaping — ServiceM8 is one of the cleanest job management tools out there. But it's only as useful as its setup. Job pricing, tax mapping, payment processing, QuickBooks sync — get any of these wrong and you'll spend more time fixing data than running jobs.
We configure ServiceM8 the right way the first time, integrate it with your bookkeeping, and train your team to use it.
No mystery, no surprises. Here's exactly what working with Rozelle Consulting looks like, from first call to ongoing partnership.
A free 30-minute conversation. You tell me about your business, your pain points, your goals. I tell you honestly whether I'm the right fit.
A written proposal with clear scope and transparent pricing. No hourly surprises, no scope creep — you'll know exactly what you're paying for.
We get access to the right systems, sort the prior records, and set up your account. Most clients are fully onboarded within two weeks.
Monthly close, quarterly check-ins, year-end planning, and tax season prep — on a predictable cadence you can plan around.