Services
Clean books. Clear strategy. Confident profit.
Choose the level of support you need, from monthly bookkeeping to intensives. This is for business owners who want their finances to feel simple, steady, and usable.
The support ladder
Choose the level of support you need.
Some clients want clean monthly books. Others want a profit reset. Some want a long-term partner. Pick the level that matches where you are right now, and we can always adjust as you grow.
Monthly Bookkeeping
For business owners who want the basics handled consistently so decisions get easier and tax time is calm.
- Transaction management
- Useable monthly reports
- Quickbooks for growing businesses
- Spreadsheets for emerging brands
Ongoing Strategy + Support
For businesses that want a long-term partner for clean books plus guidance for growth decisions month after month.
- Monthly check-ins + reporting
- Support for pricing, cash flow, planning
- Clear next steps every month
Not sure where to start? Level 2 is best if you want clarity fast. If you already have clean books, Level 3 gives you ongoing decision support.
Core service
Monthly Bookkeeping
This is for business owners who want their books current, accurate, and easy to understand. You get consistent financial clarity without living inside spreadsheets.
What’s included
- Transaction categorization + monthly reconciliation
- Monthly financial reports delivered consistently
- Clean books that stay organized year-round
- Basic bookkeeping system cleanup as needed
- Email support for bookkeeping questions (business hours)
Best for
- Service providers, shops, and growing teams
- Founders who want monthly clarity without stress
- Business owners preparing for tax time or scaling
Core service
Intensives
A focused, strategic reset for business owners who know they’re working hard but aren’t seeing the profit they expected. This is where clarity meets action.
Most Popular Sessions
- Pricing Strategy & Development
- Magic in the Margins COGs Analysis
- 1:1 VIP Day for granular level strategy
- 1:1 business set up & trainings
- PnL reviews and next steps
Best for
- Business owners feeling stuck or plateaued
- Founders unsure if pricing is correct
- Businesses ready to increase profit without more work
Core service
Ongoing Strategy + Support
For business owners who want a long-term partner for clean books and confident decisions. We keep your numbers organized and use them to guide what you do next.
What’s included
- 1:1 Strategic Support
- Financial Clarity & Profitability Guidance
- Decision-Making Frameworks
- Accountability & Momentum
- Ongoing system improvements as you grow
Best for
- Businesses scaling revenue or team size
- Founders who want ongoing clarity and guidance
- Owners tired of reactive money decisions
What happens next
A simple, supportive process.
No chaos. No confusion. Just clear steps that make it easy to get started and easy to stay consistent.
Inquire
Send a message or book a call. We’ll confirm what you need and the best service for your season.
Get your quote + plan
You’ll receive a clear scope, timeline, and next steps so you know exactly what to expect.
Onboard + connect
We get access to the essentials (accounts, reports, platforms) and set up a clean bookkeeping workflow.
We do the work
Your books get cleaned, maintained, and translated into real insights you can actually use.
Review + next steps
You’ll know what’s working, what’s not, and what to focus on next to increase profit with less stress.
FAQ
Questions you might be wondering.
If you’re still unsure, start here. These are the most common questions clients ask before getting started.
Do you require long-term contracts?
No long-term contracts. Monthly services are billed month-to-month, and you can pause or cancel with notice. The goal is flexibility and trust, not lock-in.
What bookkeeping software do you work with?
I primarily work with QuickBooks Online, but I’m happy to review your current setup and recommend the best option based on your business and goals.
How do you determine pricing?
Pricing is based on transaction volume, complexity, and the level of support you need. After an initial review, you’ll receive a clear quote before anything begins.
What if my books are behind or messy?
That’s more common than you think. If cleanup is needed, we’ll discuss it upfront and create a plan to get everything current before moving into ongoing support.
Do you offer support beyond bookkeeping?
Yes. Intensive strategy sessions and ongoing decision support are some of our most popular services. These 1:1 sessions with our founder are highly recommended from our previous and current clients. The goal is not just clean books, but confident financial decisions.
How quickly can we get started?
Usually within a week or two of your approval of scope & costs. We prioritize an efficient and timely onboarding period.
What does the onboarding process look like?
After our discovery call, you will receive a recap email, and agreement to sign. Once that’s complete, we set your start date, and begin work. That can mean an email with additional steps for bookkeeping services, or additional information to find before our next strategy call.
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