WE MAY BE THE
PERFECT FIT IF YOU'RE READY TO...
Step-up your game both professionally + financially
Increase your profits + cash flow
Be 100% prepared for tax season
Pay your CPA less
1:1 Financial Coaching
Sales Tax Filings
Group Benefits Administration
We start with learning all about your business. I love hearing all the details! You'll share about the kind of help and support you're looking for and I'll let you know which service I think best fits your needs. Overall, we'll make sure we're a good fit!
Once we've made it official, we'll schedule a kickoff call. This is when we get all your systems connected, get access to the platforms we need, and make sure your payment processors are all set up.
The best part is we manage everything! You will receive financial reports at the end of each month. The first month (or two) we'll also jump on a call to answer your questions, explain your reports, and make sure you understand exactly what's happening.
Starting at $600 /quarter
IDEAL FOR INDEPENDENTS
Starting at $350/month
IDEAL FOR SMALL SERVICE BASED SALONS
Starting at $500/month
IDEAL FOR SALONS WHO NEED SOME EXTRAS
Starting at $650/month
Do you offer QuickBooks reviews or clean-ups?We do offer back-work for clients who will be signing up for monthly bookkeeping. Please reach out to us and we can let you know if it’s possible!
Do you offer a larger or custom package?We do offer customized monthly packages based on your specific needs. Please reach out to us to find out more!
Are you a CPA?We are not CPAs — we are accountants and bookkeepers who organize your small business finances, but we'd love to refer you to one of our CPA partners.
Do you file taxes? We do not provide any tax services. But we do have great tax partners to send your way! We also will work with your tax preparer in case they have any questions or need anything modified with the books.
Is there a time commitment?We do not require a time commitment, and our monthly bookkeeping contracts are all month-to-month. We do ask for a 30-day written notice if you no longer wish to continue services so we can properly close out your books.
Courtney is a lifesaver! I remember when I was first searching for a book keeper/accountant for my business I was so worried I wouldn’t feel comfortable with the person. With Courtney I feel free to ask any and all questions. She’s truly amazing! She truly cares! And she truly breaks everything down for you when numbers aren’t your thang lol! Highly HIGHLY recommend.
— Samantha Guhr Owner of Lumi Extension Bar & Salon