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.
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
“
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
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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
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.