Boutique Services with

Big Business Thinking

You’re not just running a business, you’re building something meaningful. You deserve financial clarity that keeps up with your momentum.

We help service-based creatives finally feel empowered by their financials and not intimidated by it, so they can scale with CEO level confidence.

You’ve built your business. Now it’s time to support that growth with strategic and intentional bookkeeping.

You’re not bad at money you just need the right support system to step into your CEO era. Let’s get started!

Ongoing Bookkeeping Services

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Ongoing Bookkeeping Services *

Foundation Package

Monthly/Quarterly Income & Expense Categorization

Monthly/Quarterly Bank Reconciliation

Financial Reports with Loom Video Review

Email Support

Check In Call (Bi-Annual, Annual)

INVESTMENT STARTING AT $400 PER MONTH

Everything in the Foundation Package Plus:

Collaborative Coordination with Your CPA

1099 Filings

INVESTMENT STARTING AT $600 PER MONTH

Growth Package

Everything in Growth Package Plus:

Personalized Financial Insight (Custom reporting and/or services)

Payroll Support Through Gusto or ADP (if applicable, not required)

INVESTMENT STARTING AT $1,000 PER MONTH

Flourish Package

Ongoing Packages are for the Entrepreneur who:

Wants clarity of what’s coming in, what’s going out, and profit

Wants to feel confident in making decisions with data to back it, no more guessing

Wants accurate financial reports they actually understand

Wants a trusted financial partner on their side

One Time & Add-On Services

Bookkeeping Cleanup & Catch-Up

Behind on your books? We’ve got you.

Whether you’re one year behind or several, we’ll clean and organize your financial data so you can move forward with clarity and confidence. For one full year of a cleanup/catch-up pricing starts at $2,400.

Perfect for:

✅ Those who DIY’d and now feel lost

✅ Business owners switching from spreadsheets

✅ Business Owners facing tax deadlines without clean records

Consulting & Strategy

Customized support to help you use your numbers like a CEO.

Through short-term or ongoing consulting, we help you turn data into smart decisions. Consulting Bundles start at $300.

Perfect for:

✅ Business Owners ready to scale intentionally

✅ Founders feeling intimidated by their finances

✅ Those not quite ready for full-service bookkeeping

Payroll Support Through Gusto & ADP

Stress-free payroll, done the right way.

We use Gusto and ADP, whether you need full-service payroll or just want help processing, we tailor the support to fit your team and workflow. Pricing varies based on payroll provider and involvement of payroll management.

Perfect for:

✅ Service based business with contractors or employees

✅ Founders paying themselves through payroll

✅ Businesses who want to stay compliant and consistent

QuickBooks Online Setup & Optimization

Start off right or reset with clarity.

We’ll set up or restructure your QBO file to match your business, not a generic template. Optimization bundle starts at $150 and a brand new QBO setup starts at $300.

Perfect for:

✅ First-time QuickBooks users

✅ Businesses switching from DIY systems

✅ Anyone who needs a fresh financial foundation

1099-NEC Preparation & Filing

No more chasing down vendor info or stressing at tax time.

We prepare and file your 1099s accurately and on time. Pricing starts at $150 for up to 5 1099-NEC recipients.

Perfect for:

✅ Business owners working with contractors

✅ Creatives who want to avoid IRS penalties

✅ Anyone looking to make tax season stress free

How We Grow Together

Let’s get intentional about your bookkeeping…

  • It all starts here. Tell us a little about your business and where you’re at with your books, no judgment, promise.

  • After learning about your goals, and where you need support, if it’s a good fit, we’ll send over a proposal. Once you sign, we’ll guide you through our onboarding process and dive right in.

  • Whether it’s monthly bookkeeping or a full cleanup, we roll up our sleeves and get your financials in order, accurate, up-to-date, and stress-free.

  • You’ll get your first set of clear, easy-to-understand reports, and we’ll walk you through them in plain language so you know exactly what’s going on and what’s next.

FAQs

What types of businesses do you work with?

We work with service based creative businesses. If you’re ready to grow with clarity, we’re here for you.

What are your prices?

Ongoing bookkeeping packages start at $400 per month. You might need a one time cleanup or catch up prior to start working with us.

Do I need to be using QuickBooks Online to work with you?

While QuickBooks Online is our preferred platform and where we provide the most support, we can also help clients transition from spreadsheets or other systems to QBO. We’ll guide you every step of the way.

I’m not ready to outsource yet, do you have tools I can use on my own?

Yes! We can’t forget about you. Visit our online store for DIY tools like our Ultimate Bookkeeping Spreadsheet and Annual Budget Spreadsheet, created especially for solopreneurs managing their own finances.

Do you handle communication with CPA or Tax Preparer?

We do! Depending on your budget and package selected we can take care of all communication with your tax preparer to ensure you are all set for tax season with no stress or confusion.