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