MORE THAN “JUST” ONLINE BOOKKEEPING

A potted plant with heart-shaped leaves that have white mottling, placed on a wooden shelf indoors.

Know your numbers, increase profits & plan for the future

It’s possible to...

  • Have confidence in your numbers, knowing they’re complete, correct, and ready for tax time.

  • Make financial decisions easily because you know exactly what’s coming in and going out.

  • Bring home the amount of money you need to live the life you want and never have to wonder if there will be enough.

  • Make wise investments that pay off without sacrificing profit.

  • Be EMPOWERED by your business finances.

  • A laptop, a tablet, a tea cup on a saucer, and a table lamp on a desk

    Essentials — “The Basics Done Right”

    Ideal for: Solopreneurs, small nonprofits, and startups who just need their books kept tidy.
    Includes:

    • Monthly bookkeeping and bank reconciliations

    • Categorization of income and expenses

    • Monthly financial statements (Profit & Loss, Balance Sheet)

    • QuickBooks setup and maintenance


    Starting at: $500/month

  • A cup of tea on a wooden tray surrounded by chamomile flowers, candles, an open book, and a gold crescent moon ornament.

    Growth — “Know Your Numbers”

    Ideal for: Small businesses and nonprofits ready for deeper financial insight.
    Includes everything in Essentials, plus:

    • Cash flow tracking and performance reporting

    • Budget creation and variance tracking

    • Quarterly review meetings

    • Light payroll processing or coordination


    Starting at: $1,000/month

  • Bookshelf with plants and collectibles in a cozy room.

    Strategy — “Full Financial Management”

    Ideal for: Organizations that need consistent oversight and financial strategy support.

    Includes everything in Growth, plus:

    •Monthly or biweekly financial reviews

    •Forecasting and planning

    •Board or management reporting packets

    •Vendor and expense management

    •Payroll and employee reimbursements

    Starting at: $1,500/month

  • Decorative table lamp on a wooden bedside table with potted green plant nearby in a cozy room

    Operations — “Finance + Team Oversight”

    Ideal for: Growing organizations that need someone to manage their financial systems and support staff processes day-to-day.

    • Includes everything in Strategy, plus:

    • Oversight of admin or bookkeeping staff tasks

    • Streamlined payroll and timesheet systems

    • Expense policy and approval workflows

    • Implementation of financial controls and procedures

    • Internal check-ins with management or staff to ensure accountability

    Starting at: $2,000/month

Learn More!
A person sitting on a wooden floor, wearing blue jeans, with one hand resting on their knee. The person has rings on their fingers and is partially visible.
A workspace with a laptop, an open blank notebook with a stick on it, a cup of coffee, two plates with baked pastries, a closed notebook, a scarf, and some decorative leaves.

How things go from here...

Discovery Call

On this 30-minute call, we’ll get to know each other, talk about the level of support you need, and decide if we’re mutually good fit.

Onboarding

Once it’s official, we’ll take a 60-minute 1:1 deep dive into your biz to get organized and walk through your account setup.

Final Reports + Recap

After you get your first reports in your inbox, we’ll chat again to go over everything so you feel comfortable and informed.

Let's Do This!