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Bookkeeping and Business Management

Structure, Clarity, and Support You Can Count On

Strong financial support lets you make decisions with confidence. When the back office is steady and clear, you gain the space to grow, adapt, and build a business that reflects your values. This is the quiet, consistent work that helps everything else move forward.

Image by Dave Hoefler

Foundational Bookkeeping

Starting at $425/month

Foundational bookkeeping is about getting the basics right so your financial records are accurate, current, and useful. Month after month, this steady support brings clarity to your finances and creates the structure you need to make confident decisions and move your business forward.

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  • Income and expense tracking

  • Monthly bank reconciliation

  • Monthly emailed summary of financial statements

  • Email support

  • Quarterly in-person/video conference meeting

  • Year-end tax package and tax filing liasion

Bookkeeping and
Business Management

Every business needs a strong financial foundation, but the right level of support looks different for everyone. Whether you just need reliable books, want a regular space to think through decisions, or are ready to hand off more of your financial operations, we have a support option for you. 

Bookkeeping + Sounding Board

Starting at $600/month

Pairing steady, accurate bookkeeping with a dedicated monthly session to talk through questions, challenges, and decisions. It keeps your financials in order while giving you a regular space to step back, think clearly, and get grounded support as you navigate your business.

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  • Includes everything in Foundational Bookkeeping, plus...

  • One monthly 60-minute Sounding Board session

    • ​Whether you are thinking through a decision, shaping an idea, or trying to get unstuck, this session gives you space to talk it out and move forward. There is no set agenda. This is for a focused conversation about what's on your mind to provide clarity, direction, and accountability.

Business Management

Custom Pricing

Comprehensive support, combining solid bookkeeping, monthly strategy sessions, and hands-on help with payroll, receivables and payables. It's built for business owners who want to stay focused on their work while knowing the financial side is being managed with care, consistency, and experience.

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  • Includes everything in Bookkeeping + Sounding Board, plus...

  • Customized support with payroll, bill pay, invoicing, risk management, and business planning. We'll work together to determine a scope of service that best reflects your needs.​

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