What do you need?
Let's find what works for you!
the whole books package
All-inclusive bookkeeping. No surprises. No stress.
Bookkeeping shouldn’t be a guessing game. With the whole books package, everything you need is included in one simple price. No hidden fees, no unexpected add-ons—just clean, accurate books every month.
What’s Included:
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Transaction Entry & Categorization – Every dollar accounted for, properly classified, and organized.
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Bank & Credit Card Reconciliations – We ensure your books match reality, catching discrepancies before they become problems.
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General Ledger Maintenance – Keeping your financial records structured, clean, and accurate.
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Monthly Financial Reports – A customized package built around what matters most to you—not just a standard P&L and balance sheet.
$800 per month. Simple, predictable, and all-inclusive.
the books blueprint
Build the right accounting system from the start.
Your financial systems should work for your business—not the other way around. The books blueprint is a consulting service designed to help you evaluate, design, and implement the right accounting setup, so you can streamline operations and make confident financial decisions.
What’s Included:
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Process & System Assessment – We analyze your current setup (or help you start from scratch) to find the best tools and workflows.
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Technology & Software Selection – From accounting platforms to automation tools, we recommend the right tech stack for your needs.
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Implementation & Setup – We configure everything properly, ensuring a smooth transition.
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Training & Coaching – Get hands-on guidance so your team knows how to use the systems effectively.
$2,500. One price, full implementation support—no surprises, just solutions.
books in hand
Short-term coaching for long-term confidence.
Feeling unsure about your books? In three months, you'll go from second-guessing your finances to managing them with clarity and confidence. This coaching program helps you set up smart processes, avoid common mistakes, and create a bookkeeping system that works—even if you’re not an accountant.
What’s Included:
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Personalized bookkeeping guidance – Learn what to track, how to organize it, and what really matters.
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Best practices & workflows – Keep your books clean, accurate, and tax-ready without the overwhelm.
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Hands-on support & troubleshooting – Regular check-ins, direct answers, and real solutions.
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Clarity for future growth – A structured plan so you know exactly what to do next.
$2,000. A clear plan, expert support, and three months to get it right.
