Services
Services
Financial solutions tailored to your business.
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In a tax-time crunch or need monthly support? We’re here to help. Send us your records and we’ll handle the rest.
In a tax-time crunch or need monthly support? We’re here to help. Send us your records and we’ll handle the rest.
Note: We do not prepare or file taxes.
Note: We do not prepare or file taxes.
Monthly Bookkeeping
Monthly Bookkeeping
Need ongoing bookkeeping support? Monthly reports delivered, and done-for-you.
01. Essentials Plan
01. Essentials Plan
Starting at $245 per month*
For businesses that only want the essentials: clean books and reports. The Essentials Plan offers a solid foundation for smooth operations.
Includes:
Monthly financial reports: Profit & Loss, Balance Sheet, and more
Year-end tax-ready financial package
Transaction categorization (up to 50 per month)
Bank and credit card reconciliations (up to 3 accounts per month)
Email support (standard 2 business day response)
*One-time initial setup fee applies.
02. Growth Plan
02. Growth Plan
Starting at $445 per month*
For growing businesses, the Growth Plan provides extra guidance and insights to help turn numbers into decisions that drive growth.
Includes everything in Essentials, plus:
Transaction categorization (up to 100 per month)
Bank and credit card reconciliations (up to 7 accounts per month)
Email support (priority 1 business day response)
Quarterly strategy sessions (1 hour)
Monthly video summary of key financial insights
*One-time initial setup fee applies.
Cleanup Projects
Cleanup Projects
Need financial reports for tax season or a one-time cleanup? One-time, on-demand, and done for you.
03. Cleanup Bookkeeping
03. Cleanup Bookkeeping
Starting at $295 per past month
We'll catch up and clean up your books in QuickBooks or Xero, then deliver tax-ready reports.
04. DIY Bookkeeping Solutions
04. DIY Bookkeeping Solutions
Starting at $145 per past month
We'll catch up and clean up your existing spreadsheet, then deliver tax-ready reports.
If you don't have one, we'll build it for you, and you'll receive a user-friendly spreadsheet for DIY bookkeeping.
At-a-Glance
At-a-Glance
Getting Started
Getting Started
01. Contact Form & Discovery Call
01. Contact Form & Discovery Call
Fill out the Contact Form, and we’ll schedule a free 30-minute video call to learn more about your business goals.
02. Proposal & Onboarding
02. Proposal & Onboarding
After the call, you'll receive a custom proposal.
Once approved, services will begin upon receipt of a signed engagement letter and a 25% deposit.
We’ll then coordinate onboarding and collect any necessary documents.
03. Delivery & Ongoing Support
03. Delivery & Ongoing Support
We ensure you feel confident and comfortable with your deliverables, whether it’s a one-time project or ongoing service.
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