business services:

starting

This is ideal if you are just starting your business and need help setting up right. You don’t yet need monthly support but want to ensure you’re starting on the right foot.

This package includes:

• Complete Business Analysis

• Bookkeeping Fundamentals and QuickBooks Masterclass

• 2 1-Hour Strategy Sessions

• Discounted QuickBooks Membership

$550 One-Time Investment

growing

• This is ideal if you are scaling to six-figures and need monthly support managing your bookkeeping and keeping track of your financials. We provide an in-depth review of your financial performance and cash cycles while finding ways to optimize your expenses.

  This package includes:

  • Monthly revenue and expense reconciliations

  • 30-Minute monthly strategy session

  • Management reports (Profit and Loss Statement, Balance Sheet)

  • Personalized Financial Hub

  • QuickBooks membership included

  $550 Onboarding Investment + $350 per month

Booming

• This is ideal if you need a bit more hands on monthly support. Think of us as your personal Chief Financial Officer. We will work hand in hand on the various financial aspects of your business.

  This package includes:

  • All aspects of the growing. package

  • Invoice and vendor management (~20 invoices per month included)

  • 2 30-Minute monthly strategy sessions

  • Quarterly Estimated Tax Filings

  • 1099 Contractor Management

  • Owner Payment Strategy

  $850 Onboarding Investment + $750 per month