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 financial support for six and seven figure service-based businesses.
We work with founders who want more than tidy books. Our services are built for business owners seeking steady financial support, deeper insight into their numbers, and a strategic partner who understands what it means to grow responsibly.
Whether you're organizing your finances for the first time or managing a growing team, we meet you where you are with intention, not overwhelm.
Monthly Bookkeeping in Quickboooks
Ongoing support to keep your books clean, current, and decision-ready.
Starting at $400/month
• Categorization of income and expenses
• Monthly reconciliations
• Financial reports
• Monthly check-in call
• Support with 1099s, sales tax, and payroll
• Year-end tax coordination including a reporting package for your tax professional
What you get:
Reliable numbers and a monthly rhythm that keeps you grounded and strategic, plus everything you need to stay organized at tax time.
Financial Review & Advisory
Monthly or quarterly financial guidance for founders ready to make informed decisions.
Starting at $1,500/month
This includes everything in our Monthly Bookkeeping, plus:
• Deep dive into your financials
• Cash flow projections
• Strategic goal tracking
• Visual dashboard reports
• Founder-friendly explanations of key metrics
What you get:
Real-time clarity on what's working, what's not, and what to shift next, so you can lead your business with intention, not guesswork.
Bookkeeping Cleanups
A one-time catch-up to get your books in order and back on track.
Custom pricing based on scope
For businesses that are behind on their books or want to get their finances on track before filing taxes. Whether it’s 3 months or 2 years, we’ll organize your finances so you can move forward with confidence.
Includes:
• Review of past months in QuickBooks
• Clean up duplicate or misclassified transactions
• Reconciliation of bank and credit card accounts
• Chart of accounts adjustments (if needed)
• Custom reporting package for your tax professional
What you get:
Clean, organized books and a clear starting point for future support.
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.