Your whole back office. One team running it.
Small businesses piece together separate providers for books, taxes, payroll, and financial strategy, and none of those providers talk to each other. Prism replaces the patchwork with one connected team where information flows, trends surface early, and strategy reflects the complete picture.
Connected to the tools you already use:































Full-spectrum coverage. Nothing lost in translation.
Most clients start with one service and add others when the time is right. Everything connects to the same books, the same team, the same system.
The experience to see every angle.
Most firms specialize in one thing and refer out the rest. Prism was built to keep it all under one roof, led by someone who's been doing this for 14 years.
Businesses served
Years in the weeds
Enrolled Agent on staff
Integrated team across services
Don't take our word for it.
From catch-up bookkeeping to year-round tax strategy.
LLC, nonprofit, partner taxes; one firm
“
Before meeting Joa at Prism I thought I wasn't 'legit' enough to work with an accountant. With compassion and clarity she took my tangled mess of back taxes and records and untangled them. Calmly and with good humor and no judgement, she told me exactly what I needed to do, how to do it, and when to do it. Now I consult Joa on every project I'm involved with: my own LLC, the nonprofit I'm part of, and my partners' taxes.

Molly Schermer
Owner, Temper & True LLC

and Counting
“
Joa is a delight to work with! She's very knowledgeable, and I love that when I come for my appointment she's already caught up with whatever is new with the IRS for the current year. She's also patient with my questions and explains things very clearly so that I can organize my tax prep/Schedule C's for my various businesses so that we both understand it! I've worked with her for two tax seasons now, and she's definitely my person going forward!

Terah Cox
Writer & Owner

“
The only thing I wish is that I had met her sooner!
Samara Kidd-Harrison
Owner, Mountain Massage Lexington & Staunton
“
She told me I didn't need her advisory services yet. That's when I knew I'd hire her later.
Vanessa Liu
Owner, Liu Acupuncture
Questions we get a lot
Each package we create scales the depth of strategy, tax advisory, HR support, and bookkeeping work you get; the pricing reflects how much scope is actually in motion. One-time projects (catch-ups, audits, and returns) are quoted separately. Full breakdown lives on the pricing page.
Curious if Prism is the right fit?
Start with a Vibe Check. Free, no pressure, no follow-up sales pitch. We talk about your business, you ask whatever you want, and we both figure out whether it makes sense to work together.


