Services

My clients fall into two main levels, depending on their current goals - Managed and Growth.

Check out each drop-down to see more about what’s covered.

If you JUST started a business, check-out the Foundations section.

Managed

For business owners wanting managed bookkeeping and compliance support. Starting at $400 monthly.

BASE LEVEL

  • A monthly close of your books, ensuring you receive complete, accurate, and timely books on the 15th of each month.

  • Financial statements tailored specifically for your business, delivered on a monthly basis on the 15th.

  • Brief summary and explanation of your company’s financial ratios (gross margin, interest coverage, etc), in addition KPIs specific to your industry, location, size.

  • During these meetings, the floor is yours. If you have any questions, concerns, or updates, we’ll chat live!

  • You know your contractors, but I handle everything else around tax time. Enjoy a hands-off January while staying compliant with federal and state deadlines.

  • Personalized access to your own modern client portal, ensuring secure communication and a centralized client experience.

EXTRAS

  • I fix any historical records of your books, and reconcile them, so we can proceed with complete, accurate, and tax ready books.

  • I process your payroll, handle federal and state payroll, and issue W-2s.

  • No need to hire an AP clerk - your bills and payments are efficiently managed by us, only requiring approvals on your end.

  • We create and send invoices on your behalf, ensuring accuracy, timely delivery, and collection.

Growth

For established business owners wanting a growth roadmap, deeper financial strategy and planning.

  • A personalized dashboard for your company so you can set metric-based goals, specific to your industry, company-size, and location.

  • Based on historical figures and upcoming goals, we outline a budget, reconciled on a monthly or quarterly basis.

  • I’ll take the guesswork out of cash going in and out. You stay in control and plan ahead with intentionality.

  • Leading with your future business goals in mind, we’ll meet live on a monthly or quarterly basis to talk strategy, numbers, and big picture ideas.

Just starting up? Introducing you to

It’s completely normal to DIY your bookkeeping at first. That being said, I want you to start out on the right foot.

Foundations

For new business owners wanting a solid financial foundation from day 1.

  • Initial bookkeeping software setup (a of accounts, bank connections, close checklist, etc.)

    SOFTWARES: QBO or Xero

    INCLUDES:

    • One 60-minute consulting meeting

    • Email support - first 30 days

    • Monthly close checklist

    • Best practices cheat sheet