How it works
Discover new ways to focus on your passion. I’ll focus on your finances.
We believe small businesses deserve clarity, confidence, and support when it comes to their finances. Numbers shouldn’t be a source of stress, they should be a tool for growth.
Entrepreneurs shouldn’t have to do it all. When we handle the financial details, our clients gain peace of mind, time to focus on what they love, and the freedom to grow with confidence.
Monthly Bookkeeping
We keep your books organized, accurate, and up to date so you always know where your business stands.
- Bank & credit cards reconciled monthly
- Smart rules for automated categorization
- Financial statement delivery
- Email support for quick money questions
- Optional Financial Insights Video (+15% of plan)
Cleanup or Catch-up
Behind on your books? We fix and organize everything fast so you can file taxes and make decisions with confidence.
- Rebuild months or years of records
- Use advanced tools to import statements
- Every transaction reviewed and corrected
- Tax-ready handoff for your CPA
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For Entrepreneurs Who’d Rather Do Anything Than Manage the Financials
You didn’t start your business to reconcile accounts, process payroll, or stress over taxes and you shouldn’t have to. If bookkeeping drains your energy or gets pushed to the bottom of your list, that’s exactly where we step in.
We take the financial burden off your plate so you can stay in your zone of genius: creating, building, and doing what you love. From messy books to missed deadlines to payroll headaches, we solve the problems that stall your growth and steal your focus.
You bring the passion. We’ll handle the numbers.
Monthly Bookkeeping Pricing
Our pricing is transparent, tailored, and built around the level of support your business needs. No surprise fees or one-size-fits-all packages. You get exactly what serves you best, at a rate that respects your budget.
Essential $300 – $350 / month
- Monthly bank and card reconciliation
- Expense categorization with bank rules
- Monthly financial statements
Best for freelancers and solo owners under $100k revenue
Professional $300 – $450 / month
- Builds on the essentials
- Light AR and AP tracking
- Quarterly performance summary
- Priority Support
Best for growing businesses with multiple accounts
Premium $450 – $750 / month
- Buildings on Professional
- Custom reports and KPI dashboards
- Accrual, payroll and loan tracking
- Monthly Loom walkthrough
Best for established or multi-entity businesses
Your energy belongs in your craft not in reconciling accounts.
