From solo entrepreneur to scaling company, we offer the level of help right for you.

For solopreneurs and startups needing basic transaction categorization and monthly reconciliations.

Starting at $250/month

For growing small businesses that require detailed financial tracking, customized reports, and tax-ready books.

Starting at $500/month

For established businesses that need comprehensive bookkeeping, cash flow insights, and strategic financial guidance.

Starting at $750/month

Learn more about each option below. Don’t see a package that fits your needs? Not a problem! Schedule a consultation to receive a customized plan.

Categorized Transactions for Your Profit & Loss Statement and Balance Sheet: We ensure that all your transactions are properly categorized, giving you a clear, organized Profit & Loss statement. This not only helps you track your revenue and expenses, but also ensures your records are IRS-ready for your Schedule C come tax time.
Monthly Reconciliation of All Accounts: All business accounts are reconciled—checking, credit cards, loans, etc.—to ensure every transaction is accounted for. This process helps catch errors, prevent discrepancies, and give you complete confidence in your numbers.

Includes everything from Essential Foundations, plus:

Accounts Payable: We create your bills, track due dates, and ensure payments go out on time, avoiding late fees and keeping vendors happy.
Accounts Receivable: We generate and send invoices, monitor payments, and follow up on outstanding balances, ensuring steady cash flow.
A Monthly Finance Call: We will review your numbers, discuss trends, and identify opportunities for growth.

Includes everything from Essential Foundations and Growth Navigator, plus:

Built for Growing & High-Volume Businesses: Designed for businesses with higher revenue, more transactions, and greater financial complexity, ensuring your books stay accurate and scalable as you grow.
Bi-Weekly Business Consultation and Strategy: We provide one-on-one business strategy sessions to review your financials, analyze trends, and identify opportunities to optimize growth. Whether its increasing profitability, improving cash flow, or planning for expansion, you’ll have expert insights guiding your decisions.

Behind on your bookkeeping? Whether you're a few months or a few years behind, we’ll get your records organized, accurate, and up to date—so you can move forward with confidence.
Need help setting up QuickBooks or making sure you're using it correctly? I’ll set up your account, walk you through what needs to be done each month, and ensure you’re on the right track.
Already have QuickBooks but feeling lost? I can do a diagnostic review, identify any issues, and show you the proper way to manage your books—so you feel confident handling your finances.