Services

Your books, handled. Every month.

WHAT’S INCLUDED:

• Monthly Income & Expense and Categorization

• Monthly Bank Reconciliation

• Monthly Financial Reports

• Annual 1099 Filings

• 1:1 Chat Support

• Bi-Annual Check-In Calls

• Secure, cloud-based bookkeeping (no paper piles!)

STARTING AT $350 / MONTHLY

This is for: The entrepreneur who is done doing your own books (or haven’t even started…) and is ready to hand them off. You are ready to make business decisions based on real numbers and want a financial partner who shows and can speak your language — this one is for you.

For when your life happened and your books… didn’t

WHAT’S INCLUDED:

• Full Review of Existing Records

• Transaction Categorization for Missed Months

• Account Reconciliation

• 1:1 Chat Support

• Secure, cloud-based bookkeeping (no paper piles!)

PRICING BASED ON EXTENT OF CLEANUP NEEDED

This is for: The entrepreneur who got busy, the books got away, and you are finally ready to face them — no judgment, no lecture, just clean books. Whether you are behind by months or years, this is your fresh start.

Grow Big. Start Smart.

WHAT’S INCLUDED:

• Quickbooks Account Setup & Configuration

• Chart of Accounts Tailored To Your Business

• Custom Financial Reports Set Up

• A full walkthrough of your new system — no confusion, no overwhelm

• A simple monthly maintenance checklist so things stay clean

• 1:1 Chat Support During Setup

STARTING AT $550

This is for: This is for the entrepreneur who is new in business and wants to start on the right foot — or the one who has been winging it on spreadsheets and a prayer for way too long. If you are ready to build a real financial system and not quite ready for monthly bookkeeping, this one is for you.