Services

 Investment: $1250 

This investment reflects the depth of review, professional insight, and individualized guidance provided. 

Best for:
Business owners who want to understand what’s going on in their books before committing to anything ongoing.

What this is:

A focused, high-level review of your financials, delivered with clear insight and prioritized next steps.

Includes:

• Independent review of your books 
• Identification of key issues, blind spots and opportunities 
• 60-90 minute advisory session 
• Written summary & action priorities
  

Not included:
No bookkeeping corrections, bill pay, or ongoing support.

This intensive is offered to a limited number of clients each month to allow for thoughtful review and meaningful conversation. All applications are personally reviewed. If this engagement is not the right fit, your payment will be fully refunded.

Investment:  Starting at $350 

Best For: 

Established business that want accurate books, reliable growth and who want to be positioned for growth.

What this is:
Ongoing bookkeeping with strategic review, designed to keep your finances clean and decision-ready.

Includes:

• Monthly reconciliations 
• Transaction categorization 
• Financial statements (P&L, Balance sheet)
• High-level review for inconsistencies 
• Payroll ( if needed)

Not included:

• Processing mail 
• Physical document handling/management 

Monthly bookkeeping services are offered on a limited basis and by request to ensure quality and consistency.

All requests are personally reviewed to confirm alignment and capacity.

Project-Based | Fixed Fee | By Application (Starting at $1500+)

Best For:

Business owners who need focused, short-term financial support to correct issues, set up systems properly, or make informed decisions — without committing to ongoing bookkeeping or administrative services. 

What this is:

Project-based advisory engagements designed to address specific financial needs with clarity and structure. These services provide expert guidance, correction, and setup within a clearly defined scope and timeline. 

All advisory work is offered as defined-scope projects with a clear beginning and end.

Clean up & Catch Up Projects:

Best For: 

Business owners whose books are behind, inconsistent, or unreliable and need them corrected and brought current in a professional, organized way. 

What this is:

A focused cleanup engagement to correct historical financial data, reconcile accounts, and ensure your books are accurate and tax-ready. 

 What's included:

• Review of historical financial data 
• Identification of gaps, misclassifications, or reconciliation issues 
• Cleanup and correction of prior periods 
• Reconciliation of accounts as needed 
• Books brought current and organized 

What's Not Included:

Ongoing bookkeeping (unless agreed to in separate contract)

Bill pay or administrative services 

Business Set Up and Financial Foundations

Best for: 

New or newly formed businesses that want to start with clean financial systems, proper structure, and best practices — without confusion or costly mistakes. 

What is this:

A structured advisory engagement focused on setting up your financial systems correctly from day one. This engagement provides guidance, configuration support, and clarity — not ongoing administration. 

What's Included:

Review of business structure and financial setup

Set up on Quickbooks and Chart of Account based off business processes 

Best-practice workflows for income and expenses 

Set up Payroll (if required)

Set up of state only sales taxes ( if required)

Written SOP for business processes 

What's Not Included:

• Ongoing bookkeeping services 
• Bill pay or administrative work 
• Ongoing support beyond the engagement 

All Business & Financial Advisory engagements are offered by application and reviewed individually to ensure alignment and capacity. In some cases, an initial Financial Clarity Intensive or other service may be recommended prior to beginning project-based advisory work. If an engagement is not the right fit, payment will be fully refunded.