We’re Not Your Traditional CPA (And That’s a Good Thing)

Most traditional accounting firms were built for a different era. One where you dropped off a box of receipts and waited weeks to hear back. One where a 10-minute email cost you $75. One where the word “advisory” meant “we might get back to you sometime next quarter.”

Yeah, that’s not us.

At Primary Care Financial, we ditched the outdated billing models, the clunky tech, and the radio silence. We work with solopreneurs and small business owners who want proactive, approachable, and tech-savvy support—without the surprise bills.

Here’s how we help Metro Detroit creatives and health & wellness professionals:

Monthly Bookkeeping

For growing solopreneurs who want clean books, confident decisions, and no more late nights with spreadsheets.

We handle your books like they’re our own—accurate, timely, and built for decision-making (not just tax season). You get consistent financial reports and insights that actually help you run your business better.

Included:

  • Categorization of income & expenses

  • Monthly reconciliations

  • Financial statements delivered monthly

  • Flat monthly pricing—no surprise invoices

  • Additional offerings: bill pay, payroll coordination, or monthly 1:1 check-ins

✅ Built in QuickBooks Online (no dusty desktop software here)
✅ No more DIY guesswork

Solopreneur meeting virtually with CPA
Tax forms ready for filing with calculator

Tax Preparation & Planning

Taxes without the anxiety spiral. Strategic planning that helps you pay less, not just file faster.

Whether you're behind on taxes or ahead of the game, we make the process simple, transparent, and strategic. Our goal isn’t just compliance—it’s keeping more money in your pocket.

Packages for solopreneurs include:

  • Individual tax return with Schedule C

  • Federal & state electronic filing

  • A video or Zoom review of your return

  • Optional annual or quarterly tax strategy calls

  • IRS notice support (we speak fluent IRS so you don’t have to)

⚡ Clear timelines. No ghosting.
📬 Email support included for those “uh-oh, what does this mean?” questions

Solopreneur Startup Packages

New to business? We’ll get you set up the right way, right from the start.

Before you start earning, you need a solid financial foundation. This package is perfect for early-stage solopreneurs who want to skip the confusion and get a CPA’s brain on their side from day one.

Services Offered:

  • LLC setup support (and EIN registration)

  • QuickBooks Online setup with chart of accounts tailored to your industry

  • Banking & payment system recommendations

  • Initial walkthrough of your books (plus training if you want to DIY at first)

  • 30 days of post-setup support via email & Loom

🧠 You’ll feel smarter (and sleep better) after this

Small business with OPEN sign ready for business

Why Solopreneurs Choose Us

Chart depicting difference between working with Primary Care Financial and other more traditional accounting firms

Ready to ditch tradition?

Let’s build something smarter. Whether you need setup support, bookkeeping, or a solid tax plan—we’ve got your back.

Steve Koch, CPA