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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Best for new and small businesses who need simplified bookkeeping at a budget-friendly rate. We're talking no frills, no fuss.
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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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Collaborative Coordination with your CPA​
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Starting at $375/month
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*note, this service is only available for sole proprietors/LLCs with under 75 monthly transactions and 3 bank accounts.
Signature Monthly
Bookkeeping
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Best for growing and established businesses who are seeking clarity and confidence around their numbers to strategically scale their business.
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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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Collaborative Coordination with your CPA
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Annual 1099 Prep
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Bi-Annual Strategy Calls & 40% off additional calls
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Starting at $450/month
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*Signature for S-Corps starting at $550/month
Elevated Bookkeeping + CFO Services
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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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Payroll Processing
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Sales Tax Filings
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Starting at $750/month
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