Explore Our Services
Say goodbye to frustrating, time-consuming bookkeeping tasks.
What We Offer
You’re at the point where the idea of logging into QuickBooks is less “let’s get things done” and more “hide under the desk.” The DIY approach—or even your current bookkeeper—just isn’t cutting it anymore. You’re busy, and you don’t have the time (or energy) to manage every detail of your financials.
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Up to $200k in Annual Revenue
$450 / monthFoundational bookkeeping support to keep your finances organized, accurate, and compliant—without overwhelm.
What’s included:
Monthly recordkeeping
Unlimited transactions
Up to 5 bank and credit card accounts
Unlimited communication
Monthly Financial Reports
Annual financial presentation
Annual 1099 filings + compliance reminders
Best for:
Early-stage or growing businesses that want clean books, clarity, and peace of mind—without overcomplicating things. -
$200k+ in Annual Revenue
$650 / monthFor established businesses that need deeper visibility, more flexibility, and ongoing financial insight.
Everything in Foundation, plus:
Monthly recordkeeping
Unlimited bank and credit card accounts
Payroll Processing
Monthly financial debriefs (reports + video summary)
Best for:
Business owners who want consistent, hands-on bookkeeping support and regular insight into how their numbers are trending. -
$400k+ in Annual Revenue + Physical Products
$1,000 / monthWhite-glove bookkeeping and strategic oversight for complex, high-revenue businesses.
Everything in Clarity, plus:
Bi-weekly recordkeeping
Annual recap & budget planning meeting with Serena
45-minute monthly meeting with your dedicated account manager
Best for:
Scaling businesses with inventory, multiple moving parts, and a desire for proactive financial planning—not just compliance.
Here's a breakdown of what each service entails
Monthly/Bi-Weekly Bookkeeping
This includes maintenance of bank feeds, matching & recording transactions.
Annual 1099 Filing & Compliance Reminders
If your business is required to issue 1099s, we’ll help identify who needs one and handle the filings for you. We’ll also monitor your annual state LLC report to help keep your business in good standing.
Unlimited Transaction
No transaction limits. Pricing is reviewed every six months to stay aligned with your growth—especially during high-volume launch periods.
Monthly Financial Reports
You’ll receive monthly financial reports, a visual dashboard of key metrics, and a brief Loom video explaining what’s working, what’s not, and why it matters.
Unlimited Bank Accounts
f your business uses multiple bank accounts, no problem at all. We’re comfortable managing complex setups and can recommend banking partners when needed.
Payroll
For S-Corps or businesses with employees, we’ll get you set up in Gusto. You’ll run payroll and pay the subscription, and we’ll handle the integration, help troubleshoot as needed, and pass along a discounted rate. If you need us to run payroll we can handle that for an additional charge.
Unlimited Communication
Questions are always welcome, and communication is fully included. If a request requires additional analysis or research outside your scope, we’ll let you know and bill separately.
Annual Financial Presentation
At year-end, you’ll receive a visual slide presentation with charts and insights that highlight how your business performed compared to last year—one of our clients’ favorite deliverables.
