TO PUT IT SIMPLY ..

I 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. 

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

Includes:

  • Monthly income and expense categorization 

  • Monthly bank reconciliations 

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

  • Unlimited support via email and Slack

  • Communication and collaboration with your CPA

Prices starting at $350/month.

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 and Slack

  • Communication and collaboration with your CPA

  • Annual 1099-NEC filings

  • As needed strategy calls

  • Payroll management for S corps

Prices starting at $500/month

Dee Hock

“making good judgements when one has complete data is not leadership - it’s bookkeeping.”

Warren Buffet

“never take your eyes off of cash flow because it is the lifeblood of business.”

ready to make money moves?

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, 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, QuickBooks Online 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!

    Interested in learning more about QuickBooks Online?

LETS WORK TOGETHER!