Services

The essentials, handled with intention.

Support that makes the accounting work feel lighter and the numbers easier to use.

01

Monthly
bookkeeping

Keep the fundamentals current and orderly with a reliable monthly cadence. We focus on the records that make it easier to understand where your business stands.

  • Transaction organization and categorization
  • Monthly account reconciliation
  • Clear month-end financial reports
  • Questions answered in plain language

Starting from $350/month

02

Tax
readiness

Prepare for tax time with a cleaner handoff and fewer loose ends. We help bring the year’s records into a more organized state before they move forward.

  • Year-end records review
  • Documentation organization
  • Coordinated accountant handoff
  • Practical preparation checklist

Starting from $900/year

03

Owner
advisory

Use your numbers as a place to begin a better conversation about the business. Ideal when you need perspective around a near-term decision or financial rhythm.

  • Focused review of current numbers
  • Cash-flow conversation
  • Planning questions and next steps
  • Follow-up notes to keep moving

Starting from $240/session

A note on pricing

Clear starting points. A scope shaped around your actual work.

The examples above are guidance, not a one-size-fits-all quote. Your complexity, volume, tools, and timeline all matter. We will talk through the work before recommending a fit.

Talk through your needs ↗