Services
Financial solutions tailored to your business.
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Do you process up to 50 transactions monthly and need help setting up a finance tracker, organizing your spreadsheet, or preparing for tax season?
Our Spreadsheet Solutions offer simple, user-friendly tools to manage your income and expenses, perfect for staying organized and tax-ready year-round.
Note: We do not prepare or file taxes.
Spreadsheet Solutions
01. Spreadsheet Cleanup
One-time, on-demand service to ensure your spreadsheet is clear, consistent, and tax-ready.
Includes:
Formula, formatting & structure fixes
Organized income & expense categories
Review & cleanup of past-year data
Tax-ready financial report
Video overview of your spreadsheet
Starting at $299 (one-time fee)
02. Spreadsheet Setup & Migration
One-time, on-demand service to create or migrate your spreadsheet, plus get it tax-ready.
Includes everything in Cleanup, plus:
A custom-built spreadsheet file
Tailored income & expense categories
Built-in profit & loss reports by year & custom dates
Home office expense tracker
Starting at $499 (one-time fee)
Optional Add-Ons
Monthly Support
Monthly spreadsheet data review, plus ongoing email support for any questions
Starting at $179/month
Live Training (30 min)
A 30-minute live Zoom session for questions and spreadsheet guidance
$49 (one-time fee)
What You’ll Get
Both solutions include the same deliverables:
A clean Excel or Google Sheets file for DIY use
A tax-ready financial report
A video overview of your spreadsheet
Spreadsheet preview:
Fully customized—accounts, tabs, fonts, colors, and more.
At a Glance
Work With Us
01. Contact Form & Discovery Call
Fill out the Contact Form to share your business info and goals. If aligned, we’ll schedule a 15-minute call to discuss details and next steps.
02. Proposal & Onboarding
After the call, you'll get a custom proposal. Once approved, we'll onboard and collect the necessary documents.
03. Delivery & Wrap Up
We complete the work and provide the final deliverables, assuring you feel confident and comfortable before we offboard.
Industries Served
Creative & Digital
Events & Entertainment
Health & Wellness
Hospitality
Professional Services
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