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 ↗