Explore Our Services

Whether you need a steady foundation or a strategic partner, there’s an option for where you are right now.

  • For freelancers, solopreneurs, and early-stage businesses who need clean, reliable books.

    This is your foundation for financial clarity. We handle the core bookkeeping so you can trust your numbers and stay focused on running your business.

    • Transaction Categorization & Monthly Bookkeeping: All income and expenses accurately categorized and recorded each month.

    • Bank & Credit Card Reconciliations: Every account balanced monthly so your numbers are always accurate.

    • Monthly Financial Statements: Clear reports so you can see exactly how your business is performing.

    • Year-End Tax-Ready Financial Package: Organized reports handed off to your CPA so tax season is simple.

    Starting at $350/month

  • For growing businesses ready to understand their numbers and operate more intentionally.

    This plan moves you beyond basic reporting and into real financial insight. You’ll not only see what’s happening in your business—you’ll understand why.

    Everything in Essentials, plus:

    • Monthly Financial Insight Video: A personalized walkthrough of your reports highlighting key trends and takeaways.

    • Comparative Financial Reporting: So you can easily track growth and spot patterns over time.

    • Cash Flow Reporting: Clear visibility into where your money is coming from and where it's going.

    • Key Metrics Snapshot: A simple, at-a-glance view of your most important numbers so you can quickly gauge performance each month.

    Starting at $700/month

  • For established businesses looking for a strategic financial partner.

    This is more than bookkeeping. We become an extension of your team—helping you make confident, data-driven decisions as you grow.

    Everything in Clarity, plus:

    • Monthly Strategy Call: A dedicated meeting each month to review your financials, discuss trends, and talk through important decisions.

    • Budget vs. Actual Reporting: Track how your business is performing compared to your goals.

    • Cash Flow Planning: Forward-looking insight into your cash flow so you can plan ahead with confidence.

    • CPA Collaboration: Direct coordination with your tax professional to keep everything aligned and avoid surprises.

    Starting at $1,500/month

Not sure which package is right for you?

Every business is different. Let's talk through where you are and what you need — no pressure, just clarity.

Book a call
Book a call

Additional Services

Catch-Up & Clean-Up

Behind on your bookkeeping? I'll reconcile your accounts, categorize your transactions, and clean everything up so your books are accurate, current, and ready for tax time.

Software Setup

I'll set up your accounting software, build a customized chart of accounts, connect your bank and credit cards, and create a simple workflow so your finances are easy to manage from day one.

1099 Preparation

I’ll collect W-9s, prepare your 1099-NECs, file with the IRS, and send copies to your recipients — so you can close out the year clean and confident.

Don't see exactly what you need? Reach out anyway. I'm happy to talk through what would actually be helpful for your business.