WE MAY BE THE
PERFECT FIT IF YOU'RE READY TO...
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Step-up your game both professionally + financially
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Increase your profits + cash flow
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Be 100% prepared for tax season
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Pay your CPA less
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Eliminate Stress
OurServices
Bookkeeping
Payroll
CFO Services
Start-Up Assistance
1:1 Financial Coaching
Sales Tax Filings
Group Benefits Administration
The Process
Discovery Call
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!
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Kickoff Call
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.
Bookkeeping Services
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.
Bookkeeping Packages
Essential Monthly
Bookkeeping
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Basic bookkeeping at a budget-friendly rate to help you understand your numbers & stay compliant.
Note, this service is only available for sole proprietors/LLCs with under 75 monthly transactions and 3 bank, credit card, and payment processor accounts.
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Includes:
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Monthly income and expense categorization
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Monthly bank reconciliations
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Monthly financial reports sent to your inbox
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Unlimited support via email & client portal
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Communication and collaboration with your CPA
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(1) Complimentary 60-minute strategy call per year & 40% off additional calls
Starting at $375/month.
Signature Monthly
Bookkeeping
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For the service provider making $100k+/year who are seeking clarity and confidence around their numbers to strategically scale their business.
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Includes:
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Income & Expense Categorization
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Monthly Bank Reconciliation
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Monthly Financial Reports & Recap
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Unlimited Support via email & client portal
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Collaborative coordination with your CPA
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Annual 1099 Prep
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Bi-Annual strategy calls & 40% off additional calls​
Starting at $450/month
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*Signature for S-Corps starting at $550/month
Elevated Monthly
Bookkeeping
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For the service provider making $250k+/year who is ready to own their role as CFO of their biz.
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Includes Everything in Signature Bookkeeping plus:
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Quarterly 1:1 Intensive calls where we dive into deeper support for topics like budgeting, forecasting, growing your team, etc.
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Monthly Cash Flow Forecasting
Starting at $650/month
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Customize your package with these add-ons
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Quarterly strategy calls
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Payroll set up and/or processing
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Sales Tax Filings
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New Business Set-Up
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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!
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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!
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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.
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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.
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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.