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.
Not a tax shop. Not a software login. Your back office.
People file Prism into a category they already know, and usually it's the wrong one. Here's how we're different from the three you're probably picturing.
The seasonal tax preparer
Sees you once a year and files what already happened. Prism works the numbers all year, so April is a non-event. Savvy business owners with a plan save thousands on taxes.
The DIY software stack
QuickBooks and Gusto are only as good as the person running them, and right now that person is you at 11 PM. Prism runs the tools, so staying compliant is our job, not yours.
The CPA-only firm
A good CPA files your taxes but doesn't run payroll, build the forecast, or write the handbook. And, let's be honest, they may not even be a tax expert. Prism does all of it with an Enrolled Agent badge.
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.
Untangled across multiple platforms
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Having Joa as a consultant with Canary has truly been such a relief and weight off of our shoulders. She was able to comb through years of data across many platforms and be able to untangle a web that at first glance was an impossible feat and task. On top of that, she communicates effectively, quickly, and with prompt knowledge on how to fix a situation by providing the solution in a manageable and understandable way. Her knowledge and insight when it comes to balancing books, insurance, scope, and overall processes is invaluable and Prism should be so lucky to have her as a consultant as we are just as lucky and grateful to have her. Thank you, Joa, for your incredible hard work, positive attitude, and tireless efforts to ensure our company's success and growth for years to come!
Kaylie McGinley
Director of Systems & Production
LLC, Nonprofit, and partner taxes with one firm
“
Before meeting Joa, I thought I wasn't 'legit' enough to work with an accountant. She put every one of those assumptions to rest. With compassion and clarity, she took my tangled mess of back taxes and records and simply untangled them. Now I recommend Prism to anyone who will listen.
Molly Schermer
Owner
“
She's already caught up with whatever is new with the IRS before I even walk in. Two tax seasons in, she's definitely my person going forward.
Terah Cox
Writer & Owner, Words Matter Gift Shop
“
Working with Joa has completely eased feelings of overwhelm during tax season. The only thing I wish is that I had met her sooner.
Samara Kidd-Harrison
Owner, Mountain Massage Lexington & Staunton
Who we're built for
No hedging. Here's exactly who Prism is built for, and who we're not.
Established small businesses, $250K to $10M in revenue
Local or remote, it doesn't matter where you are.
One to 50 people on payroll
Including teams spread across multiple states.
Owners who want one team to own the back office
Behind on books, facing an IRS letter, or done white-knuckling cash flow
Pre-revenue startups chasing venture scale
Price-only shoppers
People who confuse talk with action
Anyone who prefers their accountant in beige
Every engagement
What you can count on
- Scope and price set before we start
- A named person, not a ticket queue
- We catch problems before you do
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.