Perfect for new business owners & businesses with less than $150k in annual revenue.

Includes DIY training and support

Quarterly reviews

Monthly 1:1 training

Training tools and support

STARTING AT $350/mo

Ideal for business owners who need guidance on where to begin, especially if some initial support is needed before transitioning into ongoing services.

STARTING AT $500 for 90 minute session

Includes 1:1 time plus a follow-up session after 1 week

This service is for businesses who need an entire year of transactions entered into QuickBooks and reconciled for up to 4 accounts. This service also includes end of year reporting for Tax Preparation. This DOES NOT include tax preparation services.

STARTING AT $2,500 (one time fee)

Each additional month - $350

Perfect for growing businesses with up to $750k in annual revenue

 Monthly reconciliation of up to 4 accounts

Monthly financial reporting

Quarterly 1:1 financial review

Training tools and support

STARTING AT $650/mo

Perfect for enterprises who are scaling operations with up to $2M in annual revenue.

Includes everything in the Growth Package plus...

Accounts Receivable and Accounts Payable management

Payroll processing for up to 10 employees

Ongoing audit & compliance support

Priority email and chat support

STARTING AT $1,850/mo

Perfect for 7+ figure businesses that require dedicated focus and support

Includes everything in the Enterprise Package plus...

Budgeting and Cash flow analysis

Payroll and HR Management for up to 30 employees

Dedicated bookkeeper and HR Specialist

KPI tracking and performance reports

STARTING AT $3,500/mo

This service offers your business the structure it needs to meet insurance, contractor or employee requirements with confidence. 

3-4 week service that includes the following:

Customized policy and procedure development

Contractor or employment agreements with liability terms

Guidance on insurance and compliance standards

Hands on advisory support throughout the project.

STARTING AT $2,500