OUR SERVICES
Clean books. Clear numbers. Confident decisions. Whether y'all are behind on your books or ready to dig into what your numbers are really saying, there's a package for where you are right now. Every package starts with clean, accurate books. From there, we build!
BUILDING YOUR BUSINESS WITH CONFIDENCE & CLARITY
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BUILDING YOUR BUSINESS WITH CONFIDENCE & CLARITY 〰️
MONTHLY BOOKKEEPING PACKAGES
Every package starts here. Clean, accurate books are the foundation for growing your business.
MONTHLY BOOKKEEPING
Starting at $497/mo
For business owners who want peace of mind that their books are accurate and up to date, every single month.
What’s Included:
Transaction categorization
Monthly bank and credit card reconciliations
Monthly reports (P&L, Balance Sheet, Cash Flow)
Sales tax filing (if applicable)
Client portal for questions
Add-ons: payroll, AP and AR support
CLEAN UP SERVICES
Investment: amount is based on number of cleanup months & the complexity of the account.
For businesses that are behind, or just need a fresh start before moving into monthly bookkeeping. Most cleanups take 6 to 8 weeks.
What’s Included:
One-Time Bookkeeping Cleanup
Review & categorize all past transactions
Reconcile accounts up to current month
Correct errors or duplicates
Organize chart of accounts for accuracy
Clean, tax-ready financial statements plus a report showing exactly where things stand
ADVISORY PACKAGES
Advisory services are designed to help you understand your numbers beyond the bookkeeping! For the CEO looking to grow their business.
GROWTH ADVISORY
Starting at $1,697/mo
For owners who want to know which services actually make them money.
Everything in Monthly Bookkeeping
Monthly 45-minute strategy call
Easy-to-read Fathom reporting
Custom 4 to 5 KPI dashboard
Pricing and profit margin review
Hiring and provider profitability
What’s Included:
ELEVATE ADVISORY
For CEOs planning a second location or a big hire. We run the numbers first!
Starting at $2,297/mo
Everything in Growth Advisory
Monthly 60-minute strategy call
Budgeting and forecasting
Cash flow forecasting
"What if" scenarios before big moves
Requires a QuickBooks upgrade
What’s Included:
NOT SURE WHICH ONE FITS?
Free 30-minute discovery call
That's what the discovery call is for! No pressure at all.
On our call:
We pull up your QuickBooks together
I show you what I see and how I can help
You get the price before we hang up
30 minutes, no pressure
These educational sessions are designed to help you understand your basic monthly bookkeeping needs so you have clarity and confidence to manage your bookkeeping.
EDUCATION SESSIONS
EDUCATIONAL SESSIONS
$247
Designed for business owners who want to be able to manage their books on their own.
What’s Included:
Each Call will depend on the client’s specific needs, but will include a one-hour call to discuss the following items, including but not limited to:
How to categorize transactions
How to Build a Monthly Workflow
How to confidently navigate Quickbooks
How to accurately find answers to sales tax