To put it simply

We help badass service providers reach new levels in their business.

As a service provider, you're a master of your craft. You consistently deliver impeccable results to your clients.

And it shows.

You've single-handedly built your business from the ground up and reached some damn impressive achievements along the way. But now you're ready to crank it up a notch and fully step into your role as CEO.

You're craving bigger impact, bigger profits, and bigger pay.

So what are we waiting for? Let's make it happen.

Pick a bookkeeping plan that works for you. 

We're here to support you no matter where you are in your journey. 

Essential  

Our "lite" approach to modern bookkeeping.

Best for new and small businesses who need simplified bookkeeping at a budget-friendly rate. We're talking no frills, no fuss. 

Includes:

  • Monthly income and expense categorization 

  • Monthly bank reconciliations 

  • Monthly Profit and Loss delivered to your inbox by the 20th

  • Unlimited support via email

  • Communication and collaboration with your CPA

Prices starting at $350/month.

*note, this service is only available for sole proprietors/LLCs with under 50 monthly transactions and 3 bank accounts.

Signature 

Our "white-glove" approach to modern bookkeeping. 

Best for growing and established businesses who are seeking clarity and confidence around their numbers to strategically scale their business. 

Includes:

  • Monthly income and expense categorization

  • Monthly bank reconciliations

  • Monthly Profit and Loss delivered to your inbox by the 15th

  • Comprehensive CFO Dashboard with graphs, visuals, and all kinds of goodies. Trust me, it's good.

  • Additional reports delivered as needed

  • Unlimited support via email

  • Communication and collaboration with your CPA

  • Annual 1099-NEC filings

  • As needed strategy calls

  • Payroll management for S corps

  • Xero subscription included

Prices starting at $500/month

You've got questions, I've got answers.

  • When to hire help is one of the most common questions we get asked!

    Most businesses focus on hiring tasks out that will help generate more revenue for the business but that isn't always the best place to focus on getting help. 

    If any of these statements resonate with you, it's likely time to hire some help:

    • Your books are never up to date

    • Your accountant does your bookkeeping (and is charging a lot for it!)

    • Tax time is extremely stressful

    • You constantly miss out on big tax deductions

    • Your cash flow is unpredictable

    • You have no idea how much to pay in estimated taxes

    • Sales have increased but your profits haven’t 

    • You have no clear financial picture

    • You aren't paying yourself

  • We love messy books! 

    No, really! I'm going to nerd out for a minute.

    Deep diving into messy books  is why I do my job.

    I know that messy books feel overwhelming and make you anxious!

    When I see unorganized books, I see a challenge. It's like a puzzle to me, and I want to help you put together the pieces of your business! 

  • Absolutely not! The last thing I want is for you to be stuck paying for something you either can't afford or don't want.

    That simply would not sit right with me. 

    My client's have the option to cancel their monthly bookkeeping at any time. 

  • Bookkeeping is more than taxes.

    Yes, bookkeeping is a necessary piece of the tax puzzle. And yes, bookkeeping allows you to maximize your write-offs and lower your tax bill.

    But bookkeeping is so much more than that! 

    To name a few (aside from the obvious tax benefits), bookkeeping: 

    • provides you with a clear view of your finances

    • lets you focus your business strategy and plan for the future

    • helps you save AND generate more money

    • protects you in an audit

    • helps you obtain a loan

    • catches errors and fraud

    • makes your life as a business owner so much easier

    • AND SO MUCH MORE!

  • No, we do not handle taxes for you. But we're happy to refer you to some of our favorite tax preparers! 

  • While I have experience with all of the accounting software out there, Xero is hands-down my favorite!

    Fun fact: when you become a client, I will set up your account and pay for the subscription so you don't have to! You can kiss those expensive QBO fees goodbye, forever! 

    Interested in learning more about Xero

WORK LESS // WORRY LESS // STRESS LESS

WORK LESS // WORRY LESS // STRESS LESS

Can’t afford to bring on a monthly bookkeeper? No sweat!

Allow me to introduce the Income and Expense Tracker

A simple, easy-to-use, and dare we say beautiful spreadsheet for tracking your finances when a bookkeeper just isn’t in the cards

  • - Brand Barista

    “Okay, if you're reading this just know that hiring Rachel will be one of the BEST decisions you make this year. The amount of stress lifted off of my shoulders after hiring her was insane. I initially hired her last year to do a big overhaul of my books for tax season and it was SO easy! She's amazing to work with and happy to give people like me who understand nothing about my books or taxes some extra hand-holding. Now I work with her all year round and she's taken all my anxiety and stress away by keeping my books crystal clear, as well as perfectly put-together docs at the end with everything I'll need for my tax pro. There's no question when it comes to hiring her, do it and you'll be so glad you did!"

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