Your numbers should feel like a guide, not a guessing game.
We provide high-touch bookkeeping and financial strategy for service-based founders who want to grow with intention, not guesswork.
High-touch bookkeeping and financial strategy for service-based founders.
We partner with business owners who want more than clean books. They want a deeper understanding of their numbers and a clear path to sustainable growth. Our clients are six and seven figure service-based businesses across Washington who value thoughtful financial support and a long term strategic partner.
Whether you are getting organized in QuickBooks for the first time or managing a growing team, we help you make sense of your finances so you can make confident decisions and grow with intention, not overwhelm.
Explore our services below to see how we can support your business.
Monthly Bookkeeping
Keep your books organized, accurate, and decision-ready.
• Categorization & monthly reconciliations
• Support with 1099s, sales tax, WA B&O reporting, and payroll
• Financial reports & monthly check-in calls
• Year-end tax coordination including a reporting package for your tax professional
What you get:
Steady rhythm and clean data that keeps you grounded and ready at tax time.
Financial Review & Advisory
Turn your numbers into strategy.
For founders ready to move beyond compliance & make informed business decisions.
This includes everything in our Monthly Bookkeeping, plus:
• In-dept financial review
• Cash flow and profit projections
• Strategic goal tracking & visual dashboards
• Founder-friendly explanations of key metrics
What you get:
Insight on what’s working, what to shift, and how to grow intentionally.
QuickBooks Cleanup & Setup
A fresh start for your finances.
Whether you’re catching up or starting new in QuickBooks, we’ll organize your books so you can move forward confidently.
Includes:
• Review & cleanup of past transactions
• Account reconciliations
• Custom Chart of accounts setup
• Reporting package for your tax professional
What you get:
A clean, organized foundation that sets you up for smooth monthly management.
Consulting
One on one financial guidance when you need it.
For business owners who want expert support without ongoing services. This is ideal for one time sessions to review your books, answer accounting or sales tax questions, or get direction on how to handle specific financial situations.
What you get:
Focused time with a CPA to walk through your questions and leave with clear next steps you can implement right away.
Not sure what you need? Let’s talk through it.
Every business is different, and we’re happy to help you figure out the right level of support.
Our Client Journey
A simple, collaborative process designed to support you at every stage.
We start with a discovery call to learn about your business, financial goals, and what’s keeping you up at night.
Initial Consultation
You’ll receive a custom proposal based on your needs. Once signed, we’ll get you fully onboarded with your financial tools and our client portal.
Proposal & Onboarding
If your books need catching up or cleanup, we’ll handle that first. If they’re already current, we’ll dive right into your monthly bookkeeping or advisory rhythm.
Cleanup or Kickoff
You’ll receive monthly reports and check-ins, along with thoughtful insights on your numbers. We’ll make sure you always know what’s working and what’s not.
Monthly Support Begins
Ongoing Partnership
As your business evolves, so does our support. From deeper forecasting to seasonal reviews, we’re here to help you stay grounded and move forward strategically.
Your numbers should work as hard as you do.
We help service-based founders move from messy books to intentional growth. If you're ready to get proactive with your finances, let's build a foundation that actually supports your next chapter.