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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

  • 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!

 

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.

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Bookkeeping Packages

Start-Up's

QUARTERLY BOOKKEEPING

 

 

Starting at $600 /quarter

Solopreneurs

IDEAL FOR INDEPENDENTS

 

 

Starting at $350/month

Small

IDEAL FOR SMALL SERVICE BASED SALONS

Starting at $500/month

Medium

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

Robb Walters

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