Services

  • The foundation for a healthy business. We handle daily transactions and accurately categorize income and expenses so you always know where your money is moving. With timely reconciliations and organized records, you will be ready for tax season and confident in your financial decisions. We take the strain of bookkeeping off your shoulders so you can focus on running your business.

  • We provide clear, easily understood financial reports that show how your business is performing. From profit and loss statements, cash flow analysis, and balance sheets, you’ll gain insight that help you make confident decisions and identify opportunities for growth.

  • Whether you’re a new business owner, a young entrepreneur, or looking to improve your personal financial management, our coaching helps you build the confidence and knowledge you need. We’ll work together to set goals, create actionable plans, and develop your financial literacy so you can make informed decisions for your future and your business.

Service Packages

Package Plans allow you to see where your business fits in terms of services needed. If you have questions or concerns, please make them known during consult. Businesses with industry specific accounting or reporting needs will require a custom quote to accommodate unique services needed.

Launch

$249-$349

For Humble Beginnings

  • Up to 50 Transactions/mo Across 2 Accounts

  • Bank/CC Reconciliations Monthly

  • Categorization with Basic Class/Location tags

  • Monthly Close by Day 10

  • P&L, Balance Sheet, Cash flow (lite)

  • Email Support

Popular

Growth

$449-$799

For the Business Ready to Grow

  • Up to 200 Transactions/mo Across 4 Accounts

  • Monthly Close with Lite AP/AR

  • Monthly Ending Review Call

  • KPI Snapshot of Revenue, Gross Margin, Cash Runway, MoM Trend

  • Receipt Hub

  • Email & Chat Support

Scale

$899-$1,699

Established Businesses Ready to Expand their Reach

  • Up to 600 Transactions/mo Across 6 Accounts

  • Full Close with AP/AR Workflows

  • Inventory/COGS Mapping

  • 3 Statement Pack + KPI Dashboard

  • Owner Review

  • Priority Support

FAQ

Do I need QuickBooks to start working with you?

  • No, we can assist with setting up a new system or working with a existing system

What size businesses do you work with?

  • We work with businesses of varying size, but are best tailored for smaller organizations and solo entrepreneurs.

Do you offer one-time cleanups or ongoing services?

  • Both! We can clean books from up to 2 years to get you back on track, as well as ongoing monthly services to keep your books clear and stress free.

Is my information secure with you?

  • Absolutely. Data security is one of our top priorities. We use secure systems and industry standard practices to protect your financial information and privacy.

What are your rates?

  • Rates vary based on the services your business needs and the complexity of your operation. We believe in fair, transparent pricing and will provide a clear quote during your free consult.

How does financial coaching work?

  • We meet either in person or virtually to understand your goals, assess your current financial position, and build a step-by-step plan. I’ll guide you through budgeting, goal-setting, and understanding your numbers so you can feel confident managing your finances

Do you work with individuals or only businesses?

  • While our focus is small businesses, we offer coaching to individuals looking to improve their personal finances and financial literacy.