Bookkeeping & Financial Strategy Services
The Client Experience
Working with us means more than just reconciled accounts.
It means partnership, clarity, and financial calm - so you can focus on what you do best.
Here’s what you can expect:
Discovery Call
We’ll talk about your business, your goals, and what’s working (or not) with your current systems.
Onboarding & Setup
We’ll review your books, clean up any issues, and tailor your reporting to your needs.
Monthly Support
You’ll receive accurate, timely books, custom reports, and proactive communication you can count on.
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Strategy & Insight
Depending on your package, we’ll meet quarterly or monthly to review performance, plan ahead, and answer your questions in plain English.
Monthly Packages
Our services are designed for established service-based businesses earning $250K–$5M+ annually. Whether you’re a consultant, creative studio owner, or luxury event professional, our packages provide the structure and insight you need to stay profitable, organized, and prepared for what’s next.
Explore the options below to find the right fit for your business.
The Foundation
$500+/month
Recommended for businesses earning $250K+ annually
Best for:
Creative business owners who want clean, professional bookkeeping, accuracy, peace of mind, and a hands-off experience.
Includes:
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Monthly categorization & reconciliations in QuickBooks Online
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Monthly financial reports (P&L + Balance Sheet)
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Year-end tax prep package for your CPA
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Unlimited email support: standard response time within 5–7 business days
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Software setup or minor cleanup as needed
The Signature
$1,000+/month
Recommended for businesses earning $500K+ annually
Best for:
Growing businesses that want more visibility, better reporting, and strategic guidance.
Everything in The Foundation, plus:
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Quarterly Financial Clarity Meetings
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Custom reporting by service, client, or category
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Visual dashboards tailored to your goals
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Cashflow and Income forecasting
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Email support: priority response within 2–3 business days
The Legacy
$2,000+/month
Recommended for businesses earning $1M+ annually
Best for:
The Legacy is your fractional CFO-level service - ideal for creative CEOs who want expert financial leadership. We’ll meet monthly to review performance, forecast cash flow, evaluate pricing, plan for hiring or team growth, and make informed decisions that support long-term profitability.
Everything in The Signature, plus:
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Monthly CFO-style strategy calls
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Cash flow forecasting + scenario planning to help with your decisions
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Pricing evaluations & margin reviews
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Annual revenue & profit planning
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Custom KPI dashboard + performance tracking
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Collaboration with your tax CPA, advisor, or internal team
You’ll have a monthly strategic partner to help guide big-picture decisions like:
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Can I afford to hire a team member or outsource?
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Am I priced for profit - and sustainable growth?
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What will cash flow look like in my slow season?
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What’s the smartest way to reach my next revenue goal?
One-Time Services
Not quite ready for ongoing support?
Begin with a high-level assessment designed to bring clarity, confidence, and a touch of calm to your financials
Bookkeeping Health Check-Up
$297 one-time fee
A simple snapshot of where you stand - designed to give you peace of mind and a clear path forward.
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This one-time service includes:
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A 60-minute Zoom call to walk through your QuickBooks Online file
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A custom scorecard showing what’s working and what needs attention
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Actionable recommendations you can implement right away
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Space to ask questions about cleanup, categorization, or best practices