Financial Clarity, Smarter Decisions, and Reliable Support for Your Business

Accurate Books, Strategic Guidance, and More Time for What Matters

Solving Bookkeeping Headaches, One Business at a Time

We offer three thoughtfully designed service packages to meet you where you are and grow with you. Whether you're looking for essential bookkeeping support or advanced financial guidance, our structured packages provide the right level of service at every stage of your business journey. With clear pricing and no guesswork, you'll find a reliable fit that evolves alongside your needs. Details on each package are just below.

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Essential Package

Solopreneurs, early-stage startups, and lean teams with big plans. You’re wearing multiple hats, juggling priorities, and trying to build something great. You understand the value of clean financials but don’t have time -or interest - to do it yourself. You need a trusted expert who can step in, stay consistent, and give you peace of mind.
You meant to stay on top of your books, but between client work, marketing, and day-to-day operations, it kept getting pushed down the list. Now tax deadlines are looming, and the fear of missing something or getting hit with unexpected costs is setting in.
That’s where we come in. We keep your books updated monthly, ensure you're prepared for tax season, and help prevent costly surprises. You’ll move forward with clarity and confidence, knowing your finances are under control—and your time is better spent building your business.

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Enhanced Package (our most popular)

Established business owners with growing responsibilities and more moving parts. You’ve built momentum and are now juggling team management, rising expenses, and bigger decisions. As things scale, so does the complexity and you know it’s time to bring in expert financial support that matches the level you’re operating at.
You’ve worked hard to get here, but growth brings new challenges. Are you charging enough? Can you afford to hire? Are you leaving money on the table? Without clear financials, it’s hard to know.
We turn your numbers into a decision-making tool (accurate, timely, and easy to understand) so you can navigate growth strategically, identify opportunities, and stay focused on building the business you’ve envisioned.

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Elite Package

Business owners with established operations, growing teams, and more complex financial needs. You’ve moved past the early hustle and are focused on making smart decisions to keep things running smoothly and support growth. You don’t need to be in the weeds, but you do want to understand the numbers and have someone you can trust help you.
Things have gotten more complex - bigger payrolls, more responsibilities, and decisions that affect more than just you. But without clear, up-to-date financials, it’s tough to plan ahead or catch problems before they snowball. It’s not about doing more. It’s about having the right info at the right time.
We help keep your books clean, your systems running smoothly, and your financial picture easy to understand so you can lead your business with less stress and more confidence.

I'm Ready!

Decision Support and Insights

Understanding your numbers shouldn’t be overwhelming—it should help you make better decisions.

That’s why every package includes built-in support. You get a set number of check-ins each year, and how you use them is up to you. Whether you’re just getting started or leading a growing team, we’re here when you need a second opinion, help sorting through your numbers, or just someone to talk things through.

We can help you keep an eye on what matters, make a plan for your money, and offer clear advice that fits your goals. Our focus is on keeping things simple, making your financial info easy to understand and actually useful.

With the right tools and someone in your corner, you can make decisions with more confidence and keep your business moving forward.

Take the First Step

Laying the Groundwork Together

Every client we work with goes through a thoughtful onboarding process. Whether you’re starting fresh or bringing years of tangled books, we meet you where you are. We begin by making sure your books are set up correctly, cleaning up any past issues, training your team if needed, and then moving into ongoing bookkeeping and advisory support. These foundational steps help ensure accuracy, clarity, and confidence moving forward.

Step 1: Fresh Start Setup*

Build confidence from day one, so you can manage your business with clarity and ease.
What You’ll Gain:
• Clean, Customized Setup: A streamlined chart of accounts and properly connected bank feeds, tailored to your business from the start.
• Smart, Simple Invoicing: An efficient invoicing system that helps you get paid faster and stay on top of cash flow.
• Insight-Ready Reports: Clear, reliable financial reports that give you the visibility you need to make informed decisions.
• Confidence in Your Books: Two hours of live, hands-on training so you know exactly how to navigate your system.
• Support You Can Count On: 30 days of email support to guide you through the transition and answer any questions.

With Fresh Start Setup, you’ll go from guessing to knowing—so your books finally support the business you’re building.
Step 2: Foundational Fitness*

Catch up and clean up your books, so your numbers are accurate, your reports make sense, and you can move forward with confidence.
What You’ll Gain:
• Accurate, Trustworthy Numbers: We correct past errors and bring everything up to date.
• Reliable Reports: Financial statements that truly reflect your business.
• Clarity & Peace of Mind: Reconciled accounts so you can stop second-guessing.
• A Clear View Forward: A full review to ensure you understand your numbers and can act on them.
• A Clean Slate: So you can move forward with confidence and keep it that way.
Once your books are cleaned up, we’ll guide you through ongoing support to keep them strong, consistent, and aligned with best practices.
Step 3: Financial Fitness Training*

Build confidence in your numbers with hands-on training that helps you understand your books and take control of your finances without the overwhelm.
What You’ll Gain:
• Clarity Without Complexity: Learn to navigate QuickBooks with ease and confidence.
• Personalized Training: We tailor the session to your business and where you’re getting stuck.
• Practical Know-How: Master everyday tasks like invoicing, payments, bills, and reports.
• Smarter Decision-Making: Understand your numbers so you can act on them.
• A Lasting Resource: Receive a recording of our session to revisit at any time.

Financial Fitness Training gives you the tools, training, and confidence to stop guessing and start leading your business with clarity.
Step 4: Financial Clarity & Focused Conversations

We take bookkeeping off your plate so your numbers are current, your reports are clear, and you can make smart decisions without the stress.
What You’ll Gain:
• Peace of Mind: Always-accurate, tax-ready books you can trust.
• Clear Financial Insights: Reliable monthly reports to guide your decisions.
• Time Back: We handle transactions, reconciliations, and payroll setup or integration.
• No Tax-Time Surprises: B&O returns and 1099s filed on time, every time.
• Ongoing Support: A trusted partner to help you stay on track as your business evolves.
We do the heavy lifting so you can focus on what matters most — running your business with clarity and confidence.

*Financial success isn’t just about setting up, fixing, or learning. It’s about having the right support moving forward. That’s why these services are only available as part of our long-term partnership.

Let’s Get Started